Technology expert shares professional social networking tips with FPA members in Dallas
Karen Hall’s client roster includes 20 corporations
Lenore Davis, a financial planner with Dixon Davis & Co. in Victoria and the new president of the Institute of Advanced Financial Planners, is a strong advocate of education.“I talk to a lot of young people coming into the financial services business,” she says, “and the first thing I tell them is to get the […]
Advisor insists financial planning is a profession
Simple procedures can be performed in a few minutes, but they are not covered by provincial health plans
By understanding behavioural biases, you can help clients weather the economic storm
The way you view a difficult situation determines whether you’ll succeed, both in sports and business
Move intended to create one body for planners
Why is the financial advis–ory industry not in a state of panic? Its very existence is threatened by a force that renders redundant the whole concept of planning, saving and prudent investing. Anyone who wants wealth, health and happiness need only buy The Secret, the bestselling self-help book/DVD by Rhonda Byrne that promises to reveal […]