Technology expert shares professional social networking tips with FPA members in Dallas
Karen Hall’s client roster includes 20 corporations
Advisor insists financial planning is a profession
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 […]
Simple procedures can be performed in a few minutes, but they are not covered by provincial health plans
The way you view a difficult situation determines whether you’ll succeed, both in sports and business
By understanding behavioural biases, you can help clients weather the economic storm
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 […]