Retail Financial Services Firms Must Adapt to Changing Landscape

Posted by on Feb 28th, 2009

With investors’ trust shaken, firms need new approaches to working with wealth management clients, says Accenture’s Mark Halverson.

Avoid the museum look with your collection display

Posted by on Feb 28th, 2009

Some of us buy things because of their looks; some buy things as mementos of a place or an experience; and some buy things to show off their taste, worldliness and/or wealth.

Ways to Wealth: 2009 housing tax credit is better deal for homebuyers

Posted by on Feb 28th, 2009

Rex: I recently read there is an $8,000 tax credit for first-time home buyers in the new stimulus package.

Young, Irish and Wealthy

Posted by on Feb 28th, 2009

This is a discussion on Young, Irish and Wealthy within the Media forums, part of the General Discussion category on Politics.ie . Originally Posted by nonpartyboy I have no issue with Nadine coyle,Robbie Keane,damien duff,the entrepunuers but how many of these rich …

Young, Irish and Wealthy

Posted by on Feb 28th, 2009

This is a discussion on Young, Irish and Wealthy within the Media forums, part of the General Discussion category on Politics.ie . Anybody watching “Young, Irish and Wealthy” on RTE1 now?…

Wealth Check: Lucy can make her trip abroad a lot less rocky

Posted by on Feb 28th, 2009

THE PATIENT

CI Financial profit drops sharply on market turmoil

Posted by on Feb 28th, 2009

Wealth management company CI Financial Corp reported a sharp drop in quarterly profit on Tuesday as revenue was hurt by falling stock markets and the economic downturn.

Spread the wealth to your spouse

Posted by on Feb 28th, 2009

Historically, Ottawa has discouraged couples from moving income from the hands of a highly taxed spouse to those of a lower-taxed one. But slowly the tax authorities are liberalizing the practice for certain income sources.

Obama’s budget plan taxes wealthy to aid middle, lower classes

Posted by on Feb 28th, 2009

WASHINGTON — From front to back and on nearly every page, President Barack Obama ’s new budget plan delivers a message that’s seldom been heard in American politics for more than three decades: It’s time for the rich to pay their fair share and lighten the load on the middle class.

George Mason University, Among First With an Emirates Branch, Is Pulling Out

Posted by on Feb 28th, 2009

George Mason has struggled since it opened its branch in Ras al Khaymah, an emirate with neither the dazzle of Dubai nor the oil wealth of Abu Dhabi.