Practice

Help clients invest like the top 1%

Wealthy investors may have more money, but that doesn’t mean they use vastly different investment strategies than your other clients.

By Wire services |September 21, 2012

1 min read

Industry

Will smartphones replace wallets?

Smartphones may still be lagging when it comes to taking over the virtual payments business, as evidenced by two companies this week. Square, a San Francisco-based mobile payment company, was valued at $3.25 billion in its latest fundraising, reports Richard Waters of Financial Times. However, that’s a huge feat for a start-up company that has […]

By Wire services |September 20, 2012

1 min read

Industry

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

Industry

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