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Erik Keith

Geneos Wealth Management Unveils Enhanced Technology Platform for Broker/Dealers and Re... - 6 views

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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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Emenac Incorporated

Why Have a Virtual Receptionist? - 1 views

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    Business owners take all possible steps to ensure customer satisfaction. One of the most successful and recommended strategies in this regard is to begin with a virtual receptionist service. This service brings in extra representatives for a business and eases the lives of the customers. When the customers have questions or queries to be answered or any problems to be solved, they try to reach the authoritative body telephonically and it is not uncommon for them for not having to been able to do so. This is where the need for virtual receptionists comes in. Virtual receptionists are basically persons who work for the customer support but do not work from the office or any specified location.
Erik Keith

Global Financial Crisis Takes Center Stage at Socially Responsible Investment Industry ... - 16 views

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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.
anonymous

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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Erik Keith

Consumer's interest high at community banks - 1 views

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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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Erik Keith

Charitable Gifts Increase Despite Credit Crisis: Yahoo! Finance - 2 views

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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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Erik Keith

December Data Confirms Community Banks Winning Battle for Deposits - MSNBC - 3 views

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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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Joshua Wilson

Fast and Accurate Payroll Services - 2 views

I am happy and satisfied working with Reliable Payroll Services since they are able to help me do all the accounting for my business. Their payroll service is really superb as they make sure that t...

started by Joshua Wilson on 05 Nov 12 no follow-up yet
anonymous

Cheong Hong Yuan: The New Recovery Phase of the US Economy: Starting with the Services PMI - 2 views

Recently, the data of the US Services PMI has attracted market attention. In August, this important indicator reached 54.5%, higher than the market expectation of 52.5% and the previous value of 52...

Cheong Hong Yuan

started by anonymous on 11 Sep 23 no follow-up yet
realservice093

Buy Google 5 Star Reviews - 100% Non-Drop,Safe,Real 5 Star Reviews.... - 0 views

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anonymous

Cheong Hong Yuan: How to Use the "Three Golden Moving Average Strategy" to Avoid Risks ... - 1 views

Recently, there have been many unsettling rumors in the financial market, leaving many investors at a loss. Morgan Stanley has warned that the moment of forced massive sell-offs is getting closer a...

stock market

started by anonymous on 25 Sep 23 no follow-up yet
anonymous

Cheong Hong Yuan on the Buying Wave of Short-Term Government Bonds: A Rational Choice o... - 1 views

Short-term government bonds have recently been the darling of many investors. Behind every wave of investment in the stock market lies an anticipation of the future and a reaction to the present ma...

started by anonymous on 09 Oct 23 no follow-up yet
falcongrup1

Top Invoice Discounting - 0 views

Top Invoice Discounting Company Invoice discounting is a type of working capital finance that allows businesses to access cash quickly by selling their unpaid invoices to a third party at a discoun...

discounting investment invoice bill alternative platform financing short term

started by falcongrup1 on 11 Oct 23 no follow-up yet
anonymous

Analysis by Cheong Hong Yuan on the Tesla Sweden Incident and Its Impact on the US Stoc... - 1 views

The recent wave of strikes faced by Tesla in Sweden has attracted global attention in the financial markets. In this labor dispute involving multiple industries, Tesla is facing unprecedented chall...

started by anonymous on 27 Nov 23 no follow-up yet
anonymous

New Perspectives on the 2023 US Stock Market: Cheong Hong Yuan Explores the Expansion ... - 1 views

On November 29, 2023, the rapid growth of the sports betting industry in the United States caught the attention of financial analyst Cheong Hong Yuan. The development of this industry has not only...

started by anonymous on 30 Nov 23 no follow-up yet
anonymous

Cheong Hong Yuan: In-depth analysis of the impact behind the rise in the 10-year US Tre... - 1 views

For many market participants, changes in yields, interest rates, and other financial market indicators may only be surface phenomena. However, for stock market analysts, these numbers hide rich sto...

started by anonymous on 23 Oct 23 no follow-up yet
anonymous

Cheong Hong Yuan: Seizing Opportunities in the Ever-changing Financial Landscape - 1 views

The stock market, a battlefield intertwined with numbers and emotions, constantly tells the pulse of the economy and the heartbeat of society. Especially after major decisions by the Federal Open M...

started by anonymous on 07 Nov 23 no follow-up yet
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