https://the-looser-it-s-me.net Superblogging Tue, 18 Oct 2011 23:33:57 -0400 en https://the-looser-it-s-me.net/story/credi-corp-securities--overview https://the-looser-it-s-me.net/story/credi-corp-securities--overview Tue, 18 Oct 2011 22:33:57 -0400 raonorris https://the-looser-it-s-me.net/story/credi-corp-securities--overview
Credi Corp Securities is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. Our products and services include indices, portfolio risk and performance analytics, and governance tools.

Our goal is to leverage our deep understanding of the world's financial markets to turn data-driven insights into tools that our clients can use throughout their investment process.

Our global team of employees is dedicated to supporting the increasingly complex needs of our clients, creating groundbreaking new products, and offering superior global distribution and support to the investment community.


1 Vote(s) ]]> https://the-looser-it-s-me.net/story/credi-corp-securities--retirement-planning https://the-looser-it-s-me.net/story/credi-corp-securities--retirement-planning Tue, 18 Oct 2011 22:18:34 -0400 raonorris https://the-looser-it-s-me.net/story/credi-corp-securities--retirement-planning For anyone who does not have an occupational pension, it is vital they make their own pension contributions. When selecting a retirement plan, it is important to look at a number of key factors:

Tax efficiency
Security and Investment protection
Investment choice
Investment returns
Credi Corp Securities retirement planning specialists can help you choose from the full spectrum of both offshore and onshore retirement plans to help you find the best one for you.


2 Vote(s) ]]> https://the-looser-it-s-me.net/story/dynamic-wealth-management-headlines-geneva--the-peace-capital-of-europe https://the-looser-it-s-me.net/story/dynamic-wealth-management-headlines-geneva--the-peace-capital-of-europe Wed, 17 Aug 2011 21:01:12 -0400 raonorris https://the-looser-it-s-me.net/story/dynamic-wealth-management-headlines-geneva--the-peace-capital-of-europe
The city is situated on the banks of the Lake Leman and looks onto the snow-capped peaks of the Alps and Jura mountains jutting out of the deep forests and mystical countryside.

Geneva is a global city, an important financial centre and a worldwide centre for diplomacy. Many of the agencies of the United Nations and the Red Cross have their headquarter in Geneva.

Geneva has been described as the third European financial centre after London and Zurich and the world's eighth most important financial centre by the Global Financial Centres Index.

The Peace Capital, as it was named, is a cultural destination with over 30 museums, theaters, galleries, and even an opera house. The visitors have the opportunity to join into the world-famous skiing and numerous golf clubs in and around the Lake Geneva Region.

The city's proximity to France and Italy add to its appeal for travelers trying to make the most of their European vacation.


1 Vote(s) ]]> https://the-looser-it-s-me.net/story/dynamic-wealth-management-headlines-dynamic-wealth-management-zurich-news-updates-collection-of-the-most-recent-news-ar https://the-looser-it-s-me.net/story/dynamic-wealth-management-headlines-dynamic-wealth-management-zurich-news-updates-collection-of-the-most-recent-news-ar Wed, 17 Aug 2011 20:56:14 -0400 raonorris https://the-looser-it-s-me.net/story/dynamic-wealth-management-headlines-dynamic-wealth-management-zurich-news-updates-collection-of-the-most-recent-news-ar SAN FRANCISCO, May 27 (Xinhua) - Google on Friday said it will defend itself against allegations by PayPal that the Internet search giant and two of its executives stole trade secrets to develop its mobile payment system.

PayPal's lawsuit came on Thursday, hours after Google announced its mobile payment system Google Wallet and laid out plans to bring together all parts of retail experience on smartphones.

"We respect trade secrets and will defend ourselves against these claims,” said Google in a statement sent to media here.

The two executives named in the PayPal lawsuit are Osama Bedier and Stephanie Tilenius, two ex-PayPal executives who now directly oversee Google's mobile payment initiative. Both were on stage in Thursday's introduction event held in New York.

PayPal said Bedier, who left the company in January, discussed a job with Google while simultaneously leading negotiations to make PayPal a payment option on Google's Android-based smartphones.

Bedier is alleged to have transferred the information about PayPal's mobile payment strategy to his computer before leaving the company.

Tilenius, who left eBay, PayPal's mother company in 2009, was under contract not to recruit PayPal employees. She is alleged to give advices to Bedier on a Google offering through Facebook messages, e-mails and text messages.

"Silicon Valley was built on the ability of individuals to use their knowledge and expertise to seek better employment opportunities, an idea recognized by both California law and public policy,” said Google in the statement.

Google on Thursday introduced its mobile payment system Google Wallet, bundled with its coupon service Google Offers. The two services will allow consumers with Android smartphones to make payments or receive coupons and offers by waving the device in front of a special reader at the checkout counter.


1 Vote(s) ]]> https://the-looser-it-s-me.net/story/dynamic-wealth-management-headlines-zurich-steps-closer-to-entering-latin-america-market https://the-looser-it-s-me.net/story/dynamic-wealth-management-headlines-zurich-steps-closer-to-entering-latin-america-market Wed, 17 Aug 2011 20:50:15 -0400 raonorris https://the-looser-it-s-me.net/story/dynamic-wealth-management-headlines-zurich-steps-closer-to-entering-latin-america-market Zurich Financial Services Group says it has signed a definitive agreement with Banco Santander SA to buy a majority interest in the bank's Latin America insurance operations.

The Zurich, Switzerland-based insurer says the agreement is "materially unchanged from what was announced” on Feb. 22.

The carrier went on to say that it and Madrid, Spain-based Banco Santander expect the transaction to be completed before the end of this year.

Earlier this year, Zurich announced it signed a 25-year distribution agreement with Banco Santander where it would acquire 51 percent of the bank's insurance business in Latin America and Santander would keep the remaining 49 percent.

Zurich will pay Santander $1.67 billion in a combination cash and financed deal for its book of business.

The insurer will have access to 5,600 bank branches and an additional 36 million customers in five South American countries.

Thirty percent of the business is general insurance, primarily homeowners insurance, and the bulk of the rest is in life products.

In 2010, Santander's Latin American insurance operations delivered a net profit of $328 million.

Zurich says the deal would make the company the 6th largest non-life insurer in the region, increasing its market share in the region to 3 percent. Once complete, Zurich becomes the 3rd largest life insurer in the region and the 4th largest insurer overall in Latin America.


1 Vote(s) ]]> https://the-looser-it-s-me.net/story/brightbridge-wealth-management-headlines-zurich-streets-among-europe-s-most-congested-4 https://the-looser-it-s-me.net/story/brightbridge-wealth-management-headlines-zurich-streets-among-europe-s-most-congested-4 Tue, 16 Aug 2011 05:13:05 -0400 raonorris https://the-looser-it-s-me.net/story/brightbridge-wealth-management-headlines-zurich-streets-among-europe-s-most-congested-4 http://www.swissinfo.ch/eng/swiss_news/Zurich_streets_among_Europe_s_most_congested.html?cid=30634398
Everyone needs to learn to share the streets
Zurich car drivers spend more time stuck in traffic jams than in most other European cities, but the city is unrepentant about its pedestrian friendly policy.
A recent survey has revealed that more than a quarter of roads in Switzerland's main business conglomeration are clogged, putting Zurich in 16th place in the list of most congested cities.
The survey by Dutch navigation system maker TomTom comes days after a critical report in the New York Times accusing Zurich of "working overtime in recent years to torment drivers”.
The article reports that traffic lights are programmed to favour trams while pedestrian crossings have been moved from underground passages to street level.
The TomTom analysis found that daytime traffic on 27.4 per cent of Zurich city's streets was forced to travel less than 70 per cent as fast as during the night when roads are less busy.


1 Vote(s) ]]> https://the-looser-it-s-me.net/story/brightbridge-wealth-management-zurich-4 https://the-looser-it-s-me.net/story/brightbridge-wealth-management-zurich-4 Tue, 16 Aug 2011 05:09:36 -0400 raonorris https://the-looser-it-s-me.net/story/brightbridge-wealth-management-zurich-4 Facebook Twitter
Brightbridge Wealth Management: For Mutual Fund Investments
http://www.brightbridgewm.com/mutual-funds.phpConsider a Brightbridge mutual fund account for investing beyond your normal investment strategies. You'll be able to invest in funds that fit your needs, no matter what you're striving for financially. Seventy-five percent of Brightbridge funds outperformed their peer averages over the past decade. Key benefits of mutual funds Pooling your money with other investors in a mutual fund can offer these advantages:Diversification. A single mutual fund most likely holds more securities than you could ever buy on your own.Professional management.


0 Vote(s) ]]> https://the-looser-it-s-me.net/story/brightbridge-wealth-management-27 https://the-looser-it-s-me.net/story/brightbridge-wealth-management-27 Tue, 16 Aug 2011 05:03:53 -0400 raonorris https://the-looser-it-s-me.net/story/brightbridge-wealth-management-27 Live » Social-Bookmarking.Net
www.social-bookmarking.net
Browse daily news, bookmarks, images, profiles, bloggs, videos and more. A pure web 2.0 social media network is waiting for you and your friends. Feel free to submit your content, comments or votes...


1 Vote(s) ]]> https://the-looser-it-s-me.net/story/atlantic-international-partnership-asks-where-should-i-save-for-retirement- https://the-looser-it-s-me.net/story/atlantic-international-partnership-asks-where-should-i-save-for-retirement- Sat, 13 Aug 2011 22:28:54 -0400 raonorris https://the-looser-it-s-me.net/story/atlantic-international-partnership-asks-where-should-i-save-for-retirement-
Tax-favored retirement accounts such as individual retirement accounts (IRAs) and 401(k)s are the best places to save for your retirement. The different types of plans have different features, but most of them allow you to defer taxes on the money you save and the returns you earn within the account.


0 Vote(s) ]]> https://the-looser-it-s-me.net/story/bradley-associates-news-cold-calling-lower-head-1 https://the-looser-it-s-me.net/story/bradley-associates-news-cold-calling-lower-head-1 Thu, 11 Aug 2011 23:25:12 -0400 raonorris https://the-looser-it-s-me.net/story/bradley-associates-news-cold-calling-lower-head-1
Please don't, ok?

The cold call is older than fictional salesman Willy Loman-and less effective, particularly for consultants. A cold call campaign is founded on the one-two punch theory of sales. First, you send out a stack of "enticing” letters to people you don't know, and second, you call them and solicit their business.

The underlying logic of the campaign is that having a large number of targets will work in your favor. You know that most of your calls will result in failure, but you hope a small percentage of those you contact will agree to meet with you. And from that group, some small percentage will want to discuss a proposal, and a smaller percentage may hire you.

What's Wrong with this Picture?

If you're selling aluminum siding, investments, or cell phone service, maybe nothing is wrong with that strategy. But most consultants would rather work for free than make a cold call. Placing a call to a complete stranger to make an offer is self-serving, not client-serving.

Your call is a solution in search of a problem, and everyone knows it. You can be sure that if you do make contact, that person's guard will be way up.

"The cold call is older than fictional salesman Willy Loman-and less effective, particularly for consultants.”
Cold callers are lucky if they get through toanyone of significance. You're more likely to reach gatekeepers and tire kickers, not decision makers. And remember, most direct mail is thrown away or ends up in a spam folder before it's opened. So don't be surprised if the person answering your call has no idea who you are or why you're calling.

Even if you're fortunate enough to reach a decision maker and your message is well-received, that doesn't necessarily help you. In the consulting business, most service buyers obtain recommendations from colleagues on which consultants to hire. So, it's possible that your call will give the prospective client a great idea and, because you are an unknown, that client will hire someone else to do the work.

An Offer They Can Refuse

A cold calling operation wastes valuable time and energy. Before you can experience the joys of cold calling, you must have a data base of prospects, a targeted letter, a phone script, and time to place your calls. You also need a good system for call scheduling, tracking, and follow-up. But don't forget to put on your hard hat because most people are just going to say no.

Like everything in the consulting business, you'll find an exception to any rule. It's possible to find consultants who swear by the effectiveness of cold calling. For some professionals, cold calling is at the center of their lead generation strategy.

For most consultants, though, cold calling is best suited for initial introductions. And it takes a fair amount of time to get those prospects into the sales pipeline.

I think of cold calling as a spaghetti strategy: "Let's throw it all against the wall and see what sticks.” It's a high effort, low success numbers game that begins with the false assumption that you can identify your real prospects without knowing them, or their issues.

"Sir, Step away from the Phone!”


1 Vote(s) ]]> https://the-looser-it-s-me.net/story/mortgage-refinancing-experience-atlantic-international-partnership-funding-group-prusa-net-press-release-3 https://the-looser-it-s-me.net/story/mortgage-refinancing-experience-atlantic-international-partnership-funding-group-prusa-net-press-release-3 Thu, 11 Aug 2011 02:43:36 -0400 raonorris https://the-looser-it-s-me.net/story/mortgage-refinancing-experience-atlantic-international-partnership-funding-group-prusa-net-press-release-3 Mortgage Refinancing Experience - Atlantic International Partnership Funding Group
PR-USA.net (press release)
While applying for mortgage refinancing, I asked the loan officer for credit score wisdom based on her experience. I knew most of the advice but I found some of her comments interesting so I'll post the collection of advice, tips, and cautions. ...


1 Vote(s) ]]> https://the-looser-it-s-me.net/story/what-other-services-does-atlantic-international-partnership-freight-services-provide--3 https://the-looser-it-s-me.net/story/what-other-services-does-atlantic-international-partnership-freight-services-provide--3 Thu, 11 Aug 2011 02:38:54 -0400 raonorris https://the-looser-it-s-me.net/story/what-other-services-does-atlantic-international-partnership-freight-services-provide--3 Source(s):
http://www.atlanticintl.co.uk/

They arrange shipments internationally but specialises in the US market with their knowledge of complex regulations and provide services such as AMS Filing, USA Customs brokerage, handling DDP shipments and ISF Filing.
Source(s):
http://www.atlanticintl.co.uk/


1 Vote(s) ]]> https://the-looser-it-s-me.net/story/atlantic-international-partnership-article-reviews-3 https://the-looser-it-s-me.net/story/atlantic-international-partnership-article-reviews-3 Thu, 11 Aug 2011 02:27:30 -0400 raonorris https://the-looser-it-s-me.net/story/atlantic-international-partnership-article-reviews-3 Atlantic International Partnership Headlines: Will ‘The Donald' get the spotlight back from Obama?..
altlantic-internationalpartner?ship.com
Donald Trump, who doesn't hesitate to make painfully blunt remarks, sort of got overlooked during the past week, and will have to work diligently to recover his popularity.


1 Vote(s) ]]> https://the-looser-it-s-me.net/story/dynamic-wealth-closes-1 https://the-looser-it-s-me.net/story/dynamic-wealth-closes-1 Mon, 08 Aug 2011 05:03:53 -0400 raonorris https://the-looser-it-s-me.net/story/dynamic-wealth-closes-1
The closure follows a determination by the FSB Appeal Board to reject Dynamic Wealth's appeal against a decision by Dube Tshidi, the Registrar of Financial Services Providers and the FSB's chief executive, to withdraw the financial services provider (FSP) licences of two of its subsidiaries, Dynamic Wealth Management and Dynamic Wealth Stockbrokers.

An immediate consequence of the Appeal Board's decision is that Metropolitan Collective Investments has taken control of the seven unit trust funds that Dynamic Wealth managed and marketed using Metropolitan's collective investment schemes licence (see "Investors' money in unit trusts ‘should be safe'”, below).

Commenting on the status of Dynamic Wealth, Cobus van Wyk, the company's chief executive, says "we are for all practical purposes closed for business, as the company cannot do financial services business, and all assets that were managed have been (or are in the process of being) transferred”.

The FSB is still waging a court battle to place various Dynamic entities under curatorship.

Last year, Dynamic successfully challenged an application by the FSB to place the company under curatorship. The FSB has taken the High Court's decision on appeal, which is still to be heard.

Dynamic Wealth initially attracted the attention of the FSB when one of its investment offerings started to go sour, which led to the curatorship application.

Some years before the FSB took action against Dynamic, Personal Finance had dealt with complaints from disappointed investors.

High-profile forensic investigator David Klatzow had taken up cases on behalf of investors, who claimed that Dynamic misled them into making incorrect investments.


1 Vote(s) ]]> https://the-looser-it-s-me.net/story/a-turn-key-ria-solution-for-advisors-2 https://the-looser-it-s-me.net/story/a-turn-key-ria-solution-for-advisors-2 Mon, 08 Aug 2011 05:01:50 -0400 raonorris https://the-looser-it-s-me.net/story/a-turn-key-ria-solution-for-advisors-2
Dynamic Wealth Advisors is a Registered Investment Advisor serving independent fee-based advisors across the U.S. DWA offers completely turnkey as well as á la carte RIA services, including integrated technology, open architecture products and services, the ability to utilize multiple custodians, compliance services and more. We manage all the operational and administrative functions for growing advisors and firms. Individual advisors find DWA provides the freedom to focus on their clients and develop new business, and established RIAs benefit from DWA's back office services, wealth management platform and enterprise pricing arrangements.

We service a variety of advisory practices, facilitating the opportunity to operate the way you want.

Individual Advisors Going Independent From Traditional Brokerage Firms - If you are leaving a wirehouse and seeking a firm that specializes in the fee based model, Dynamic Wealth Advisors provides the support and services you need to make a quick and smooth transition to an independent practice, complete with top tier custodial relationships, an integrated wealth management platform, investment management solutions, and compliance and office support.
Individual Advisors Leaving Independent Broker-Dealers For RIA Only Model -Advisors leaving an independent broker-dealer and seeking a fee based model for their practice enjoy our ready-to-use RIA, wealth management platform, custodial relationships, investment management solutions, compliance support and more.
RIA Firms Seeking Outsourced Back Office Services - Using Dynamic Wealth Advisors' operational services and wealth management platform, RIAs are able to streamline their practices, offer broader services and develop a more scaleable business. RIA firms also benefit from reduced costs and the comfort of knowing they have the proper infrastructure to support their operations.
So we invite you to join the other highly successful financial advisors and RIAs that have gone Beyond Independent. We're confident you'll see how much easier, productive and efficient true independence can be through Dynamic Wealth Advisors.


1 Vote(s) ]]> https://the-looser-it-s-me.net/story/brightbridge-wealth-management-headlines-hulu-weighs-sale-options-after-approach-source https://the-looser-it-s-me.net/story/brightbridge-wealth-management-headlines-hulu-weighs-sale-options-after-approach-source Tue, 02 Aug 2011 02:04:41 -0400 raonorris https://the-looser-it-s-me.net/story/brightbridge-wealth-management-headlines-hulu-weighs-sale-options-after-approach-source
(Reuters) - Online video site Hulu has been approached by a potential buyer and is weighing whether to sell itself, according to a person familiar with the matter.

Hulu is best known for offering free online access to popular TV shows from its strategic owners but last July launched a paid subscription service as a way to expand its offerings to include TV shows from other programing partners like Viacom.

The approach presents another decision point for the jointly owned company, which has shown an unclear strategy and last year spent six months planning an initial public offering before dropping the plan.

The development has encouraged the Hulu board to engage with the banking community to help handle the approach from the "serious” buyer and other potential offers, the person said.

Hulu is jointly owned by News Corp, Walt Disney Co, NBC Universal and private equity firm Providence Equity Partners.

The acquisition approach has not been made by any of the current equity holders, the person said. The buyer is expected to be either a strategic buyer or private equity. No decision has been made about whether the board is prepared to sell the company or not.

Though Hulu has been immensely popular with users, its owners have come under increasing pressure from their cable and satellite distribution partners reluctant to pay premium dollars to carry content that is being offered for free on the Web.

Added to that has been the unwillingness of many program makers to put their shows up on a free site with an advertising model that is yet to prove itself with premium video.

Hulu's stiffest competition online is from Netflix, which now has more than 20 million paying subscribers in the United States.

Last year, Hulu had been planning to raise $200 million to $300 million in a public offering that would have valued the company at about $2 billion. But the company backed out of the plan in favor of a focus on new subscription models.

A Hulu representative was not immediately available.

1 Vote(s) ]]>