Daily Banking
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February 8, 2013The mutual fund industry is getting a little nervous about all the Washington talk about limiting tax loopholes and perceived shortcomings of the current retirement system.
Its leaders, such as Paul Schott Stevens, president of the...
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February 7, 2013NEW YORK (MainStreet) — It’s no secret that financial consumers are warming up to mobile banking, largely for reasons of convenience.
According to Juniper Research’s report,...
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February 5, 2013J.P. Pagoadacruz was sitting in a restaurant with friends one night when he realized he had forgotten his wallet. What might have been an embarrassment turned out to be no problem, though, because he had remembered to bring his phone. In a matter...
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January 29, 2013Rating agency Fitch on Monday stepped back from its threat to cut the United State's triple-A credit rating in the next few months, citing the recent debt deal in Washington, in the latest sign that anxieties have eased over another drawn-out...
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January 28, 2013Every financial adviser faces the uphill battle of building a customer base through referrals, networking, cold-calling and marketing - and the memory of his early days of seeking clients still haunts Christopher Dewdney.
"The first years...
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January 24, 2013Fast-changing features on social media sites are triggering a new wave of compliance challenges for financial advisers at a time when many are just becoming comfortable with the technology in the first place.
As social media sites such as...
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January 24, 2013You might want to learn to stop worrying and love currency wars, which are here to stay and, for investors, might not be all that bad.
A host of central bankers and policy makers have been talking currencies in recent days, generally about...
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January 23, 2013How do you impress someone who can afford almost anything?
Last March, about 20 wealthy guests gathered at Au Jardin Les Amis, an award-winning French restaurant in Singapore's Botanic Gardens to meet Baron Eric de Rothschild and...
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January 22, 2013NEW YORK (MainStreet) — At its most basic, the relationship between consumers and banks is one of trust.
Customers hand their hard-earned money to banks with the expectation they will...
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January 22, 2013NEW YORK (MainStreet) — Downsizing is a hard sell. The notion that a retiree should trade in a three- and four-bedroom family-sized home for something...
Mortgage Rates
Your credit and your mortgage
Reverse Mortgages
The history of the checking account
Can ATM alarms stop ATM robbery?
The Monthly Mortgage Payment
What is a zombie bank account?
The process of buying a house
Key components of a mortgage loan
ARMs vs. fixed mortgages