David G. Barnes
August 27, 2014
Pride, greed, sloth and envy are just a few of the potential stumbling blocks in the management of banks' bond portfolios, writes investment advisor David Barnes.
August 11, 2014
Advisors must make several key business decisions to go independent, says Shirl Penney, founder of Dynasty Financial Partners.
August 8, 2014
It takes a lot of time to develop original insights and advance the public conversation around a thought. If you have the inclination, follow this plan to start the process.
August 5, 2014
Digital channels are not strategies in and of themselves, writes Kevin Tynan, a bank marketing executive. In fact, three important customer groups are unlikely to be swayed by mass emails and pay-per-click advertising.
July 25, 2014
Federal Reserve stress tests evaluate banks' ability to withstand severely adverse scenarios like the Great Recession. But the next downturn may pose different problems, according to Tony Hughes of Moody's Analytics.
Mike Baxter and Dirk Vater
July 15, 2014
Banks that want to stay ahead of the digital curve should consider hub-and-spoke branch models, products that blend digital and physical services and innovation labs that allow creative thinkers to experiment - and even to fail.
July 14, 2014
Reducing the number of Home Loan banks would lower the cost of advances for community banks, leaving them with more money to lend out to their communities.
July 9, 2014
Unless we return the Farm Credit System to its original mission, taxpayers could be on the hook for a bailout in the near future and farmers’ access to credit could be reduced, writes Rep. Marlin Stutzman.
June 25, 2014
When bills supporting deregulation gain support while high-profile members of Congress speak out in favor of stricter enforcement, our guest columnist says banks find themselves wondering if “they love me” or “they love me not.”
Sallie Krawcheck and Joe Keefe
June 10, 2014
There are a few basic steps investors and advisors can take when voting their proxies to promote gender diversity on corporate boards.
William D. Cohan
April 28, 2014
FINRA's arbitration process is flawed beyond repair, and investors would be better served under a different system, argues author and columnist William D. Cohan.
April 23, 2014
Research shows that we need to start presenting financial planning as a desirable career path for women at a young age -- at Girl Scout meetings, in school or, most importantly, at home.
April 15, 2014
"Millennial" and "young person" will not always be synonymous. So it makes sense to try to distinguish, as much as possible, which characteristics of millennials are generational, owing to the peculiarities of time and place, and which are simply evidence of youth.
William D. Cohan
March 13, 2014
FINRA's treatment of a former manager in its southeast regional office shows the self-policing group for brokerages should be "put out of its misery once and for all," writes a former investment banker, author and columnist.
February 20, 2014
Without viable succession plans, wealth managers are at risk of slowly drifting off into oblivion -- willing partners in their own firms' demise. It's negligent behavior, and anything but benign.