Pamela J. Black

J. Black
Bank Investment Consultant

Pamela J. Black is editor in chief of Bank Investment Consultant and managing editor of Financial Planning magazine. A former editor at Business Week, Worth, Individual Investor and Folio; and a senior financial writer at J.P. Morgan, she has been writing and editing financial stories for 25 years. Her has work also appeared in Barron’s, The New York Times Magazine, Smart Money, The New England Financial Journal, Bottom Line and Ladies Home Journal. She is a graduate of Columbia Graduate School of Journalism.

In Search of the Grail
Securities clearing is drawing ever closer to its Holy Grail—fully electronic processing.
Finding A Fit
How to choose a clearing firm.
A Clear Change
The custody and clearing business has never garnered much interest from reps. But clearing houses now offer a full suite of services, such as contact management software, real-time news and client and market data. Reps will have to pay more attention.
When the big Wall Street firms agreed to pay $1.4 billion to end government investigations of their research analysts, Eliot Spitzer, the New York State
How to Be a Retirement Planning Hero
Every broker has heard a story like this one. Recently, Tom Mingone, a financial planner in New City, N.Y., got a call from a new prospect. The man, a
The Pros and Cons of Annuities
Unlike their parents, baby boomers can't count on employer-sponsored pensions to support upon retirement. Boomers will have to come up with another way
Not So Easy Riders
The past few years of roiling, tumbling markets have struck fear in the hearts of many investors and sent some searching for a port gold, CDs, guaranteed
Mind The GAAP
On Aug. 14, as part of the government's new get-tough policy on deceptive corporate accounting, the CEOs and CFOs of 974 of the country's largest public
Charitable Trusts: Doing Good While Avoiding the Tax Man
Charitable remainder trusts come in a variety of flavors. Does a client need a straight-up CRT or the one that Jackie O. made famous? Here's what you need to know.
Special Report-Charitable Giving: Making More by Giving More
Giving away money is becoming a big business, a $160-billion business. Someone has to help manage all that money. Perhaps you?
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