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Bank Technology News
October 2007
John Adams |
Money Management: A New Sense Of Control For Seniors Harvest Capital's Elder Care Bill Pay offers daily money management services for senior citizens and their families.   |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
Bank Systems & Technology
June 2, 2004
Cynthia Ramsaran |
AOL Introduces Free Online Bill Payment Service In a first step toward Web-based financial management, the online service provider is offering existing customers a Web site where they can pay their bills. |
The Motley Fool
March 31, 2008
Dan Caplinger |
Don't Buy Stocks Yet Take care of your personal finances before you rush headlong into the market. |
Bank Systems & Technology
July 12, 2010
Matt Gunn |
Online Bill Payment Tops Among Internet Households Synergistics study shows preference toward online payments. |
Financial Planning
March 1, 2011
Ann Brenoff |
The Personal Touch In 2009, Cathy Morrison left her job of 23 years as senior vice president of the High Net Worth Group at Roxbury Capital Management and opened her own firm to fill what she saw as a need in the industry-helping clients deal with all the financial services companies in their lives. |
AskMen.com
Terence Channon |
Online Banking Your bank may offer you access to more services online than you think -- services that might make your life a whole lot easier if you use them properly. |
Bank Systems & Technology
December 1, 2006
Phil Britt |
Banks to Allow E-Bill Pay Customers to Pay With Cards The growing popularity of online bill payment services presents a revenue opportunity for banks. |
The Motley Fool
August 31, 2006
Dan Caplinger |
Managing Mom's Money How to help when a parent is no longer able to manage financial matters. |
Bank Systems & Technology
June 16, 2009
Maria Bruno-Britz |
Online Bill Pay Expected to Grow Through 2014 Forrester Research shows there is still room for growth in e-bill pay, but the battle will continue between biller director and aggregator models. |
PC Magazine
August 3, 2005
Kathy Yakal |
Quicken Medical Expense Manager This financial program is based on a great idea: the consolidation of medical expenses and insurance payments. Unfortunately, the first version is too bare-bones. |
Bank Technology News
January 2010
John Adams |
Thank Payments Innovation a Bundle Like a specialist working with a primary care doctor, US Bank takes a tag-team approach to bundling commercial lending with payments and processing automation. |
Registered Rep.
May 4, 2011
Charles Paikert |
When Advisors Become Minders Services for older clients are becoming increasingly important, and those offerings go way beyond asset management, estate planning and other traditional financial-oriented wealth management tasks. |
BusinessWeek
July 2, 2009 |
The Essentials Here are the key legal documents you will need -- aside from a will, of course -- to assist parents in a medical or financial emergency and handle their estate at death |
On Wall Street
July 1, 2013
Lorie Konish |
Teaming Up on Elder Care An aging population has forged new partnerships between wealth advisors and health care planners. |
The Motley Fool
January 8, 2008
Mary Dalrymple |
Habits for Wealth: Punctuality Pays Just as that potato chip addiction must be turned into a fever for exercise, you can get rich, achieve financial independence, or become a millionaire by changing your habits. |
The Motley Fool
February 20, 2007
Mary Dalrymple |
My Credit Card Drives Me Nuts It literally pays to pay very close attention to your credit cards. Check your statement against last month's to see whether anything has changed. |
Bank Systems & Technology
May 25, 2010
Matt Gunn |
Online Banking, Payments Outpace Growth of Internet Fiserv's survey on consumer billing and trends shows adoption of online banking by a wide demographic. |
Bank Technology News
August 2004
Michael Grebb |
On-line Billing: Customer Literacy, Software Cut Errors BofA, Frost Bank, Bank Rhode Island and others have found consumer Web literacy and streamlined tools can help reduce blunders. The equation will likely never be perfect. |
U.S. Banker
October 2010
Myra H. Strober |
Work-Life Balance: Men Want It, Too Workplace policies fail to acknowledge that men share the responsibility of raising children and caring for elderly parents. Companies that address this new reality will attract the best talent. |
Bank Technology News
May 2007
John Adams |
Healthcare: Fifth Third Wants a Healthy Future Banks are well positioned to be the nexus between payers, providers and patients. But to automate medical payment documents banks must cope with a new level of complexity. |
The Motley Fool
January 23, 2007
Selena Maranjian |
Save Money With Direct Deposit At work, you might have the option of directly depositing your paycheck into your bank account. This simple convenience could leave you wealthier. |
Financial Planning
January 1, 2009
Deborah Fox |
Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets. |
On Wall Street
September 1, 2013
Paul McCaffrey |
Spotting Elder Financial Abuse With caregivers and family the most common culprits, advisors have become a first line of defense. |
Macworld
December 2000
Tom Negrino |
Quicken Deluxe 2001 for Mac Useful Features Make This Year's Model a Solid Financial Performer... |
Bank Systems & Technology
March 30, 2010
Penny Crosman |
Fiserv Offers Online Bill Pay Widget Bank customers of Fiserv's Checkfree online bill payment software can now incorporate it into their online banking homepage, according to Fiserv. |
AskMen.com
Terence Channon |
Manage Monthly Cash Flow Applying these common business cash-flow management techniques can help you manage your personal finances and monthly cash flow. |
Bank Technology News
February 2010
John Adams |
Payments Get Cleared For Landing Banks and online payment firms introduce new products that migrate more function and information to the main web banking or landing page. |
The Motley Fool
January 31, 2007
Mary Dalrymple |
You Spent $109 Billion on What? Sometimes we don't even learn that our credit cards come with all these traps until we get into a financial bind. How can you minimize or eliminate your share of the $109 billion going to credit card companies for interest payments and fees? |
Financial Planning
April 1, 2012
Joel Bruckenstein |
Tech Tools: Target Engaged One of the themes of February's Technology Tools for Today Conference was a lack of advisor efficiency. Balance Financial's new software for advisors is designed to alleviate this very problem. |
Registered Rep.
May 1, 2004
Anne Field |
Role Reversal What happens when adult children take over part or all of their parents' finances - at the request of Mom or Dad? How should an advisor approach such situations? |
The Motley Fool
September 5, 2006
Dan Caplinger |
How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence. |
The Motley Fool
January 28, 2004
Robert Brokamp |
Who Has All Your Money? You made thousands of dollars in 2003. Where did it all go? Did your money end up in a place that made your life better? |
The Motley Fool
December 23, 2003 |
Warn Collegians About Credit Don't let them start adulthood with massive debts. |
Bank Technology News
November 2001
Karen Epper Hoffman |
EBPP Fans Cling to Their Dream Despite high hopes for electronic bill payment and presentment, growth remains slow... |
Inc.
December 2005
Amy Feldman |
The Cash-flow Crunch Big firms are dragging their feet on payables, taking as long as 60 days to settle up, and creating new problems for entrepreneurs. |
Bank Technology News
October 2008
John Adams |
Banks Can Get Quick Fees for Fast Payments Many banks will likely adopt expedited electronic payments over the next year or so. Consumers pay a fee that's a fraction of a late penalty in exchange for having a bill removed from his or her checking account balance in real time. |
On Wall Street
November 1, 2012 |
Five Questions with Don Blandin The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud. |
Bank Technology News
April 2001
Patricia A. Murphy |
EBPP: All Dressed Up But Few Suitors Show Electronic billing and payment has all the markings of a "killer app," in Internet parlance. But it's an Internet trend stuck in the mud... |
AskMen.com
Ryan Ortega |
Establishing An Emergency Fund One of the first items on your financial agenda should be setting up an emergency fund for any and all unforeseen turbulence. |
Bank Systems & Technology
February 19, 2009
Maria Bruno-Britz |
Bank of America Dominates Bank Monitor Awards Bank of America has earned the top spot in New York-based Corporate Insight's2008 Bank Monitor Awards. |
AskMen.com
Ryan Ortega |
Money Moves To Make Now Financial advisers provide long-term plans and ideas for financial success. In the meantime, here are seven simple money moves you can make right now. |
Bank Technology News
November 2009
Will Wade |
Fiserv Adds a Dash of Flexibility to Presentment Hoping to encourage more consumers to receive bills electronically, Fiserv has introduced a service that lets billers send invoices by e-mail and use text-message alerts to send billing notices to mobile phones. |
AskMen.com
Nick Kennedy |
Money Management: Take Control Of Her Finances Follow the money management steps below and take control of her finances without upsetting the couple dynamic. |
BusinessWeek
June 5, 2006
Toddi Gutner |
"License To Steal" From Seniors How to protect the elderly from the people they've chosen to trust. |
Financial Advisor
October 2008
Eric Rasmussen |
Rending Fences For more than 20 years, advisor Kathleen Miller has been helping women (and men) from riven marriages figure out a rational way to put their financial houses back in order. |
AskMen.com
Nick Kennedy |
Money Talk: Discussing Finances With Her Usually it's a crisis that gets a couple to enter the money talk: You open up a credit card bill and notice that the card is maxed out. |
Bank Systems & Technology
December 14, 2005
Maria Bruno-Britz |
E-asy Does It The 2005/2006 Study of Consumer Payment Preferences reports that consumers choose electronic payments for the majority of their payments -- whether in stores, online or for bills. |
The Motley Fool
October 27, 2006
Dan Caplinger |
Don't Stop Thinking About Tomorrow Credit offers make you think that you can have whatever your heart desires, no matter what your financial situation happens to be. While it's easy to lay blame for rampant debt levels on business, it's not realistic to expect businesses to protect you from yourself. |
Bank Technology News
July 2006
John Adams |
Electronic Billing: Partners in Payments Creditron and MyOnlineBill.com join forces to tap the small volume market. |
