Practice

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Nasdaq defends Facebook settlement

Nasdaq OMX is defending its $62 million payout offer to brokers who lost millions from Facebook’s problematic debut, reports Arash Massoudi of Financial Times. Read: Facebook shares freefall after lock-up lifted This comes after Citigroup and UBS last month urged regulators to reject Nasdaq’s proposal because it was insufficient in size. Nasdaq fired back on […]

By Wire services |September 20, 2012

1 min read

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Do your clients make these mistakes?

Even when markets are good, investor emotions can overtake the best-laid investment plans, says Franklin Templeton. So, keep tabs on your clients' behavioural ticks to protect their wealth.

By Staff |September 19, 2012

2 min read

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Retirement date a surprise for many

Boomers don't always have much lead time in advance of their retirement date.

By Staff |September 19, 2012

2 min read

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Planning and Advice

Lunchtime takeaway: When recognition works

In Chicago and Munich, researchers asked 360 pedestrians and 160 finance and economic grad students which stocks from the S&P 500 and DAX they knew.

By Staff |September 19, 2012

1 min read

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Planning and Advice

Lunchtime takeaway: Goals often lead to success

A 2001 study showed goal-setting led to performance enhancement in 78% of sport and exercise research studies, with moderate to strong effects.

By Staff |September 18, 2012

1 min read

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CFOs focusing on corporate sustainability

More than half of CFOs globally are increasingly implementing sustainability strategies in their organizations, says a global survey launched by Deloitte.

By Staff |September 18, 2012

1 min read

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Govm’t introduces mobile payment guidelines

Surveys have long predicted the growing popularity of cashless payments. And now, the Canadian Government has expanded the Code of Conduct for the Credit and Debit Card Industry to include mobile payments.

September 18, 2012

2 min read

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Planning and Advice

Help business owners find funding

Online portals can expedite the search and assist with applications.

By Teri Kirk |September 18, 2012

3 min read

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Who needs Facebook?

For the majority of advisors, Facebook and other platforms are simply social sites designed for soft sells and quick sharing. What if there was an alternative, though, where you could fully discuss and read about trends and specific products?

September 17, 2012

2 min read

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Planning and Advice

Takeaway: 5 things that’ll boost your practice

Databases that indicate clients’ risk tolerances, investments, frequency of contact, etc.

By Staff |September 17, 2012

1 min read

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