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Friday, November 20, 2009
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Special Report
Advisers want ways to use technology to streamline their practices and overall efficiency.
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The following edited transcript is from “Do non-traditional ETFs belong in client portfolios?” an InvestmentNews webcast held Oct. 6. Deputy editor Evan Cooper and reporter David Hoffman moderated.
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Signs of life are emerging but the crisis is far from over....
Like businesses across the financial services industry, clearing firms are feeling the pressure and the strain from the historic market downturn. It is a difficult and competitive business environment for the firms, which are key partners to broker-dealers, clearing and settling transactions for them and their representatives.
InvestmentNews' Special Report and Webcast on 50 Ideas in 50 Minutes discusses renegotiating long-term agreements, steps to create a team environment, how to incorporate new technologies to reduce your communications budget and the importance of re-balancing software to your practice.
InvestmentNews' webcast Looking Ahead: Recovery or Ruin? discusses whether the bear market is over, provides predictions for the Standard & Poor’s 500 stock index and where money will come from to fuel an economic recovery.
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