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DEEling with Redundancy!


2009 was a come down year for banker wankers and most of the world that had built itself around financial loans and debts. Congratulations if you didn’t catch the Golden Handshake, but if you did Mike Sharman and Lucy Dee show you the best way to deal with the news that ‘you’ve been let go’

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A Day in the Life of a Financial Advisor (Clean Version)


A client wants to retire in five years.

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Wealth Management



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M&I Customer Case Study – Bank Process Improvement


M&I discussion of how they evaluated, implemented, developed and deployed OpenSpan solutions into their front office and back office workers. Marshall & Ilsley, a diversified financial services company based in Wisconsin, provides comprehensive financial products and services and unparalleled customer service to personal, business, corporate and institutional customers nationwide. To see how OpenSpan can help your banking institution www.openspan.com

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January 9, 2012 – Monday Morning Market Commentary


Visit www.nicholasolesen.com to view more commentary and learn more about what comprehensive wealth management is. Welcome to the first video version of the Monday Morning Market Commentary. Here is an outline of what I discuss in the video All three major US indexes had strong gains for the shortened trading week. Dow was up 1.17 percent, the S&P climbed 1.61 percent, and the Nasdaq soared 2.65 percent. Stocks closed mixed Friday, even though there was a great jobs report. Gains came because investors and traders believe that the “cheap” market is worth buying and they continue to believe in the recovery going on here in the US. Non-farm payrolls jumped 200000 in December, pushing the jobless rate to a near three-year low of 8.5 percent. Economists polled by Reuters had expected a gain of 150000. The markets will most likely continue to stay in a narrow range as the Euro crisis continues. French President and German Chancellor are meeting today likely to discuss measures to enforce budget discipline among the EU members to help stave off the ongoing euro zone crisis. The euro briefly dipped below $1.27 against the dollar, hit a 16-month low as investors remained cautious over sovereign funding issues. Coming Up Next Week: MONDAY: Sarkozy/Merkel meet; Earnings from Alcoa TUESDAY: 3-yr note auction, New Hampshire Primary WEDNESDAY: Earnings from Lennar, Chevron interim results THURSDAY: jobless claims, 30-yr bond auction FRIDAY: consumer sentiment; Earnings from JPMorgan

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Wealth Management



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How to manage risks when investing in stocks.wmv


Mr. Harbinder Singh Mehra is Founder & Editor at PensionIndia.com & Partner PRRSAAR Financial Planners & Trainers LLP. He is also visiting faculty & trainer at institutions like IBS, ICICI & various Mutual Funds and is widely quoted in leading journals like Mint and Economic Times. He is a strategic coach and practice management advisor to successful professionals & businesses, and has served as a comprehensive wealth advisor to private & retail clients. Over16 years in the investment business has given him depth of knowledge in the practice of personal financial planning and in the field of investment management, portfolio management & risk management. As a practicing CFP he has developed the capacity for translating complex financial ideas into clear, understandable advice. Integrity, interpersonal skills and the achievement of results have gained for him the respect of professionals and associates with whom he has worked. He is privileged to serve an elite group of high-performance advisors with whom he has developed lasting, quality relationships. In recognition of his efforts & contribution to ABN AMRO retail products none other then the CEO of ABN AMRO bank has recognized him as “All India Winner” in Amsterdam, Holland in the year 2001. Apart from launching start up brokering firms like Vivek Insurance Planners (p) Ltd, Mr. Mehra is founder member & CEO of PensionIndia.com. Having seen many ups & downs of retail consumer finance and equity markets, he has

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