Updated Tuesday, September 2, 2014 as of 1:18 PM ET

7 Deadly Sins of Bank Investment Portfolio Management

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.

The Business of Breaking Away

Shirl Penney
August 11, 2014

Advisors must make several key business decisions to go independent, says Shirl Penney, founder of Dynasty Financial Partners.

Want to Be a Thought Leader? Here's How

Marie Swift
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.

Banks Have a Case of Digital Marketing Myopia

Kevin Tynan
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.

Banks May Not Be Prepared for the Next Recession

Tony Hughes
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.

How Banks Can Prime Themselves for Digital Transformation

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.

How to Reform the Federal Home Loan Banks

Thad Woodard
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.

Farm Credit System Oversteps, Competes With Small Banks

Marlin Stutzman
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.

Is Congress Sending Banks Mixed Messages?

Brandon Daniels
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.”

Why Gender Diversity Should Matter to Investors

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.

Why Wall Street's Overlords Always Win in Arbitration

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.

Want More Female Planners? Start Early

Nancy Kistner
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.

What Will Millennials Be Like When They Are Old?

Zara Kessler
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.

Don't Let the Brokers Keep Watch on Themselves: Commentary

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.

Succession Planning: Are You Being Negligent?

Yvonne Kanner
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.


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The August Issue is now online!


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