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shared by Erik Keith on 23 Oct 08
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Geneos Wealth Management Unveils Enhanced Technology Platform for Broker/Dealers and Re... - 6 views
biz.yahoo.com/...0445101.html
Geneos Wealth Management wealth management technology broker dealer Nexus Platform Financial advisor investment Denver Nexus2.0 reporting key reports financial services e
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The latest version of the Web-based Geneos application-Nexus 2.0-automates many of the tasks associated with an independent financial advisor's business, including account opening, compliance, and reporting. A fully open architecture platform, Nexus 2.0 enables its users to manage data in multiple formats and applications and allows comprehensive paperless document imaging.
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shared by Erik Keith on 21 Oct 08
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Global Financial Crisis Takes Center Stage at Socially Responsible Investment Industry ... - 16 views
biz.yahoo.com/...0445088.html
SRI Socially responsible investing Responsible Investments in the Rockies Social investment forum Conference finance Investment advisor financial wealth manager socially strategy fin
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Socially responsible investment industry leaders will focus considerable attention on the global financial crisis at the 19th annual SRI in the Rockies Conference October 26-28, 2008. A record 720 participants are expected to converge on The Fairmont Chateau Whistler, in Whistler, British Columbia. Several of the scheduled conference sessions will feature experts discussing how socially conscious investors can help to reshape the future of the global financial system around the principles of transparency, fairness, good governance, and long-term thinking, including: * A CEO Roundtable on Industry Trends; * A Banking Sector panel focused on Sustainable Global Finance; * A session on Philanthropy and Mission-Related Investing; * An expert panel on the Sub-Prime Mortgage Situation; * A roundtable discussion with International SRI Industry Leaders; * A discussion about how wise management of environmental, social, and governance (ESG) issues can reduce risk and position companies to excel over the long term; and * A Special Session that will focus specifically on the global financial crisis.
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Amazing to think the crisis was 10 years ago and we are still feeling the impacts of it today.
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Unit Trust - 7 views
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Witan offers private investors a portfolio of global equities managed by a selection of hand-picked managers chosen because of their success at delivering long-term growth. This unique collection of talent is normally inaccessible to the UK retail investor.
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Comprehensive up-to-date news coverage, aggregated from sources all over theworld by Google News.Finance - About Google News - Languages and regions - Editors' Pickswww.killdo.de.ggNews Online from Australia and the World ...News headlines from Australia and the world. The latest national, world, business, sport, entertainment and technology news from News Limited news papers.www.killdo.de.ggBreaking News Updates | Latest News Headlines ...Breaking News, Latest News and Current News from FOXNews.com. Breakingnews and video. Latest Current News: U.S., World, Entertainment, Health, ...www.killdo.de.gg
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shared by Erik Keith on 23 Dec 08
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Consumer's interest high at community banks - 1 views
www.merinews.com/catFull.jsp
High Yield Checking Account Bank Community BancVue Finder reward checking bank rates account checkingfinder compare banks free high yield local online accounts people banking news
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With community banks paying up to 6% interest while most major banks are paying nothing it's really not surprising to see community banks emerge as the safer, preferred investment channel. Look into Checking Finder (https://www.checkingfinder.com/). This search tool will find community banks in your area paying up to 6% reward checking. Just type in your zip code.
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shared by Erik Keith on 21 Oct 08
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Charitable Gifts Increase Despite Credit Crisis: Yahoo! Finance - 2 views
biz.yahoo.com/...20081021005416.html
Charitable giving Microfinance Loan Philanthropy Non-profit Donor Gift Accounts Schwab Grameen Foundation
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The increased giving, which comes as turmoil on Wall Street has cut contributions to nonprofits nationwide, demonstrates one of the most compelling features of donor-advised funds-namely their capacity to pool charitable assets and create "charitable reserves" that can be tapped during economic downturns. "During good times, our donors have set aside significant charitable dollars, and now are able to tap those funds when they are needed most," said Schwab Charitable President Kim Wright-Violich. "It demonstrates how donor advised funds can help people go beyond 'checkbook charity' and become more strategic citizen philanthropists."
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shared by Erik Keith on 22 Jan 09
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December Data Confirms Community Banks Winning Battle for Deposits - MSNBC - 3 views
www.msnbc.msn.com/28757512
High Yield Checking Account Bank Community BancVue Finder reward checking bank rates account checkingfinder compare banks free high yield local online accounts people banking news commun
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mamdouh_hfz liked it
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Deposits in REWARDChecking accounts jumped another $183 million in December. Demand deposit accounts are now being offered by 477 community financial institutions across the country, an 82% increase in the network from a year ago. Follow link for the data study report.
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