Rising interest rates, higher energy costs and easy credit are beginning to take their toll, and it will probably get worse
Low interest rates, combined with tax benefits and long-term compound growth, make these loans extremely attractive
A small investment and a few security precautions can make technology work for you almost anywhere, anytime
The challenge for IT departments is how to cater to the diverse range of advisor skills, needs, desires
A taxpayer who represents himself in Tax Court against the CRA needs to come to court prepared
Everyone has locks on the door to discourage thieves or unwanted visitors from entering the workplace or home. Many people, however, don’t take the same basic safeguards for Internet connections, even though their computer is exposed to illegal entry by millions of users every time they are online. Hackers lurk in every corner of the […]
Customizing less cumbersome reports for unitholders is slowly catching on with fund dealers and brokers
The murky world of wrap-account performance will become clearer in 2006, thanks to new reporting standards announced by the CFA Institute, the body that oversees the certified financial analyst designation.Alecia Licata, director of investment performance standards at the Institute’s Charlottesville, Va., head office, says the new global investment performance standards were four years in the […]
“Phishing” and “pharming” Web scams could put your bank accounts, or those of your clients, at risk
When used illicitly, the software can gather confidential information, making it the “No. 1 danger to advisors”