Career

Which tablet is right for you? Fallback Image Decorative pattern

Planning and Advice

Which tablet is right for you?

2011 is going to be the Year of the Tablet. What does that mean to you and me? Personally, I thought 2009 was the Year of the Tablet. It was for me personally because that was the year I bought my Fuji tablet notebook which by the way, I still love and use almost every day.

By Kevin Cork |May 9, 2011

9 min read

Expert to fund dealers: Get back in the race Fallback Image Decorative pattern

Planning and Advice

Expert to fund dealers: Get back in the race

As an industry, mutual fund dealers got distracted somewhere in the last few years, so it's time now to get back to basics starting with financial planning.

By Vikram Barhat |May 9, 2011

3 min read

CFA Conference coverage Fallback Image Decorative pattern

Industry

CFA Conference coverage

Financial Group News Editor Steven Lamb reports live from the CFA Annual Conference in Edinburgh, Scotland, May 9 – 10. Tuesday, May 10 5:20 GMT: That’s it for my coverage from Edinburgh. I’d like to thank the CFA Institute and its staff for hosting a top notch event, and I look forward to my next […]

By Staff |May 6, 2011

22 min read

Securing clients for life: Part One Fallback Image Decorative pattern

Planning and Advice

Securing clients for life: Part One

A few months ago, two respected money management firms — one bank-owned brokerage and one discretionary investment counsel — made compelling pitches to an ultra-conservative Toronto couple on how they would manage the couple’s $2 million non-registered portfolio.

By Sheila Avari |May 5, 2011

4 min read