Practice

Apple falls, Google picks up

The altered landscape of the smartphones market has changed valuations of tech companies, dictated by investor preferences. A shift in the investor focus away from Apple and to Google can be seen in Apple’s market capitalization falling to a new 12-month low just as Google’s climbed to a record high, reports FT.com. Also read: Google […]

By Staff |March 5, 2013

1 min read

How much retirement income do you really need?

Determining how much income you’ll need in retirement has always been difficult, and it’s still common to rely on rules of thumb.

By Dan Bortolotti |March 5, 2013

2 min read

Advisor confidential | Tom Burke

This recession has reinforced: my need to stay proactive. Otherwise, you don’t sell your losers at the right time.

By Kanupriya Vashisht |March 5, 2013

2 min read

Social media compliance shouldn’t scare advisors

The biggest hurdle that keeps financial advisors engaging social media tools more effectively is said to be the onerous issue of compliance. However, a feature in Financial-Planning.com shows a more meaningful social media engagement is still possible for advisors. In eight myth-busting slides, it explains how it can be done. Also read: Should employees have […]

By Staff |March 4, 2013

1 min read