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17 Jun 2016 at 7:06am
U.S. News & World Report7 Signs You Need a New Financial AdvisorU.S. News & World ReportYour financial advisor is supposed to help you build wealth for a secure future. Unfortunately, not all professionals in the field are created equal. Some may not be entirely competent while others could be downright shady. Here are seven indications ...


17 Jun 2016 at 3:58pm
Reno Gazette JournalReno Rebirth: David Horton, Financial Advisor with Oliver, Wickes & AssociatesReno Gazette JournalAfter realizing that hockey was not the career path for him, Horton decided to look for something new and ended up becoming be a financial advisor. I had a close friend who managed an advisor group and I got recruited to Oliver, Wickes & Associates.


16 Jun 2016 at 6:38pm
The Sun ChronicleFinancial advisor sentenced to nine years in prison for fraud schemesThe Boston GlobeThe list of Daniel Thibeault's financial fraud victims includes investors and retirees, his colleagues, associates, old college roommates, his nanny, and even his mother. And one by one, more than a dozen of his victims told a federal judge on Thursday ...Financial advisor gets 9 years in $15M fraud schemeBoston Heraldall 3 news articles »


8 Jun 2016 at 3:49pm
Evaluating a Financial Advisor's QualificationsNerdWallet (blog)This commercial reminds consumers of the importance of knowing that their advisor is a trustworthy and qualified financial professional ? but the truth is that there are a host of pathways to becoming a financial advisor. It would be easiest to say ...and more »


21 May 2016 at 10:28am
Motley Fool5 Signs You Can Trust Your Financial AdvisorMotley FoolMany of us need a little outside help when it comes to things like investing and planning for the future, and that's where financial advisors come into play. According to the Certified Financial Planner Board, consumer use of financial advisors ...The Death Of The Financial AdvisorSeeking Alphaall 6 news articles »


13 Jun 2016 at 12:38pm
CMS Critic (press release) (blog)Why You Still Can't Trust Your Financial AdvisorNerdWallet (blog)If you haven't already, expect to hear from your financial advisor soon about a great new investment opportunity for your IRA. The reason: There's a loophole in a strict new rule that requires advisors to act in their clients' best interests when ...DMS Keeps Financial Advisors from Yielding to Robo-advisorsCMS Critic (press release) (blog)The Devil Is in the Details with New Advisor RulesInvestopediaall 3 news articles »


13 Jun 2016 at 7:56am
NewsweekJohn Oliver Tells Us How We're Getting Screwed by Financial AdvisorsNewsweekMost Americans have no idea what they're doing when it comes to financial planning. How exactly funds and fees and interest work is confusing as hell, and few have the time or energy to sort through the the implications of investing in this versus that.John Oliver Invests Time In Your Retirement on Last Week TonightTIMEJohn Oliver on what's wrong with retirement planningMoneySenseall 106 news articles »


17 Jun 2016 at 7:01am
Yahoo MusicWhy Elizabeth Warren Is The GOP's Least Favorite Financial AdvisorYahoo MusicHer best known accomplishment, the Consumer Financial Protection Bureau, predates her time in the U.S. Senate. She was its most public advocate, and almost became its head before Republicans scuttled her nomination. Now she is its chief defender and ...


15 Jun 2016 at 1:56pm
Forbes11 Financial Advisors Share Their Worst Investing BlundersForbesAs a financial advisor, I'm educated on nearly every type of investment under the sun. In addition, I'm highly trained to take that knowledge and turn it into actionable advice that helps my clients succeed. Still, my investing history isn't perfect ...


13 Jun 2016 at 6:00am
Advisors Need More Data Analytics and Relationship ManagementFinancial Advisor IQ (registration)... and robo-advisors, but traditional wealth managers should also be applying data analytics to their relationships with clients as well as employees, Jason Demby, director of business development in financial services at Datameer, says in a blog on ...and more »



13 Dec 2017 at 9:34am
Kids lack many life skills today. One skill many parents reported that they want their kids to learn is opening a bank account. This article is the first article in the four-part series and will discuss the best and simplest way to get started with opening a bank account.


13 Dec 2017 at 9:30am
Many kids lack life skills. This article is the second article in the four-part series and will look at how to teach kids to budget and balance their accounts.


13 Dec 2017 at 9:28am
It's more important than ever before to help our kids learn life skills. Some we take for granted. This article will look at how to teach kids to write checks and pay bills.

7 Dec 2017 at 12:49pm
Monetary policy is a set of measures carried out by Central Bank to stabilize the economy (strengthening the national currency, accelerating economic growth, lowering prices, and so on). It is part of the macroeconomic policy, carried out by using various methods and tools, depending on objectives. Objectives of Monetary Policy: Objective of monetary policies varies from country to country.


4 Dec 2017 at 12:33pm
Since the financial crash of 2008, commercial banking has undergone a monumental shift in regulatory reform to both manage and mitigate against operational risk. This transformation has been combined with an increased focus on improving enterprise-wide efficiency, profitability and shareholder value.

22 Nov 2017 at 12:42pm
If your invoices are complicated to understand or confusing to read, you may do some severe damage to your cash flow. Why? Mainly because if the client can't understand your invoice they're not going just pay.


6 Nov 2017 at 7:17am
Selecting an IP for your company is a decision that should be taken with a lot of care because it is very important. You may need an IP so as to close the company or to get help so as to turn around the company and start getting profits once more.


4 Nov 2017 at 9:19am
This paper gives insight into the payment authorization which is the capability in-built in the Corporate Electronic Banking system in order to ease the signatories of an organization to digitally sign and execute transactions. Currently different technologies have been used by corporate e-banking platform users for payment authorizations like customer passwords, personal identification numbers (PINs), digital certificates using a public key infrastructure (PKI), physical devices such as smart cards, one-time passwords (OTPs), USB plug-ins (dongles) or other types of tokens devices. Banks also serve as databanks of personal identifiable information. With the advancement of technology the data security concerns is becoming more challenging and identity theft is on the rise. Banks must take information security very seriously. As technology continues to change, banks must adapt correct security systems to effectively combat hackers and thieves. The right technologies cannot be generalized. However, knowing what authentication techniques are available is the first step in maintaining a secure environment.

2 Nov 2017 at 7:34am
This construction bond is the title given to a kind of surety bond that has been made to come into use by investors in projects related to construction. This step has mostly been taken to provide a certain kind of protection against a very severe kind of event taking place that can cause a certain kind of hindrance or failure in the completion of the project, the reason behind it being the insolvency of the builders or the inefficiency of the job to meet ends with the specifications of the contract. Usually you will notice the existence...


2 Nov 2017 at 7:13am
From Preparation to Roll-Out e-Invoicing in Shared Services is not a mystery. Simply put, if you follow a set of behaviors, successful implementation is in reach. This article lays out these behaviors which will put you in a strong position for a successful e-invoicing roll-out.

26 Oct 2017 at 1:53pm
A bank fixed deposit is a safe and lucrative investment idea because it provides a fixed and assured return on investment. However, the rate of interest offered by banks is low and hence not the best investment option. Hence, low-risk investors with the need for assured return but at a higher rate can opt for the investment product called debenture.


18 Oct 2017 at 8:51am
Is invoice finance an unattractive source of finance compared to a conventional bank loan? Both sources are compared and attractive features of invoice finance identified that suggest it is a credible alternative for companies.


17 Oct 2017 at 12:40pm
MISTAKE 1: NOT LINKING YOUR BANK TO XERO - Why? You could potentially miss when a customer pays, or worse not notice if they don't pay, and may run into cash issues using old data, rather than real time up to date information.


2 Oct 2017 at 7:24am
When you avoid courageous money conversations, you can be inadvertently sabotaging your own success. Powerful conversations can follow a format that eases some of the tension. Follow these steps and engage in, rather than avoid, the money talks that change your life.


29 Sep 2017 at 6:41am
Let's say that a new technology is developed that could allow many parties to transact a real estate deal. The parties get together and complete the details about timing, special circumstances and financing. How will these parties know they can trust each other?


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