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When do you plan to put your used car for sale ? Were you not, since long thinking of replacing it with a preferred brand car or a fuel efficient automobile? Didn’t the added costs to replace to be added to the likely realization from sell your car prevent you from making a decision to put your car on sale? How vary are you of making a deal and more worried about getting the right value you perceive for your used car? Putting a sedan or SUV on sale after having it bristle you for years is really a difficult choice. You value its services and upkeep. Your emotional attachment does not allow you to settle for less than what you value it. But markets seldom work on sentiments attached by the seller and are ruled by functional utility value of the car for the buyer. Buyer value consciousness bar is rising day by day. Marginal utility value of a used cars is seldom given d... (more)

XML Authoring in the Financial Services Industry

XML is fast becoming an integral part of information management workflows in the financial services industry, and the trend is moving toward even wider adoption. According to the analyst firm ZapThink: The financial services sector spent more than $195 billion on information technology in 2001, with $985 million invested in XML technologies in 2002. Expenditures on XML technologies in the financial services sector will grow to more than $8.3 billion by 2005. XML-based content management and single-source publishing can reduce the total cost of publishing by up to 75%. In the financial services industry, effective information management can make the difference between success and failure. Individual investors, for example, want fast access to the current value of their mutual funds and other investments. They want to access such information via an expanding range o... (more)

Transforming Business in Sweden

Sweden, Europe's undisputed leader in the Internet, is with Finland the world leader in mobile telephony. It's estimated that 50% of all Swedes have a mobile phone and are connected to the Internet. However, Swedes have not been especially good at transforming Sweden's world-class IT competence into new and profitable businesses. Until now. A change is currently underway and the Internet boom, mirrored in the Swedish stock market, has caused many traditional investors to start looking closely into Internet - and especially wireless - technologies. Swedish venture capital (VC) companies were traditionally very cautious. They were unwilling to take large risks, preferring to invest in securities portfolios containing blue-chip companies, and yielding a return of 15-20% over two years, which was considered reasonable. Now, though, the market for venture capital in Inter... (more)

Eagle Investment Systems Provides Solutions in Record Time for Investment Management Client

BOSTON, April 11 /PRNewswire/ -- Eagle Investment Systems Corp. today announced that Fort Washington Investment Advisors, Inc. based in Cincinnati has fully deployed Eagle's portfolio management, performance measurement, and information delivery solutions to help manage $25 billion in assets* for fixed income, balanced, and equity strategies. Eagle's professional services team led the implementation project, which was completed under budget in just six months. "Eagle Investment Systems has helped us improve internal automation while providing the functionality to calculate performance according to our specific needs," said Mark Frietch, vice president of Investment Operations for Fort Washington Investment Advisors. "By deploying Eagle's solutions quickly and under budget, we are heading down the right path to meeting our goals. We are very pleased with the process... (more)

Investment Professionals Discuss 2007 Stock and Bond Markets and Economic and Regulatory Outlook at Winter 2007 Investment Press Briefing

NEW YORK, NY -- (MARKET WIRE) -- 03/30/07 -- At the Winter 2007 Investment Press Briefing held last month, investment professionals gave their projections for the stock and bond markets and the economy in 2007, and examined the regulatory issues that the investment management industry faces in the year ahead. The media conference was hosted by Millennium Media Consulting, an Arlington, Va.-based public relations and media consulting firm. A summary of the speaker presentations follows. Globetrotting for Real Estate Value "We think there are market inefficiencies outside of the U.S. where disclosure is not as frequent and less transparent," commented Robert Promisel, a principal with Adelante Capital Management LLC, an employee-owned investment firm headquartered in Oakland, Ca. which specializes in real estate securities and portfolios. "Investing in International p... (more)

Five Reasons to Start a SOA Technology Company Now

I know, the economy is rough these days.  Myself, I'm unwilling to look at my mutual funds until we're through this.  However, when times are tough, markets normalize, and while the stock holders and venture capitalists out there are crying in their beers, now could be a great time to start something new for those innovative and resourceful few. The idea is that when it does not seem like a good time to start a company, typically that is the best time to start a company.  In this case you’re looking to bring in second generation technology, or technology created out of the lessons learned in the first.  Thus, you have a better understanding of the problems at hand, and how SOA technology can solve those problems.   There are huge opportunities here, as long as you make the right moves. So, here are five reasons why you should start a SOA technology company now: The c... (more)

A Distribution Strategy for Small Mutual Fund Firms

Mutual Funds on Ulitzer Recently I asked Dan Sondhelm, Partner and Vice President, SunStar Strategic, what strategies will help top performing small funds get the attention and recognition they deserve from investors and advisors. For those of you not familiar with SunStar and their Fund Factor publication, they specializes in helping institutional investment managers and mutual fund firms attract investors, strengthen distribution and build brands through structured news generation programs and smart marketing.  DBJ: Dan, can you name a few distribution misconceptions small mutual funds have? Dan: Yes Bruce and thanks for asking. We have found that most small mutual funds struggle for assets in this competitive marketplace because of beliefs such as: "I'm too small to get noticed." "I'm a separate account manager. Our fund is only for smaller accounts for our lar... (more)

Litle & Co. Expands Sales-Business Development Team

LOWELL, Mass., August 4, 2009-Litle & Co., a leading payment processor and merchant services provider for card-not-present commerce, today announced several strategic new hires within its sales and business development organizations, all designed to channel growing demand for the company's payment management platform and merchant services suite.   Thomas Murphy has joined Litle & Co. as Vice President, Sales.  Murphy brings more than 20 years of business development and technology sales expertise to the role responsible for managing and executing the company's sales strategy as the company continues its rapid growth.  Prior to joining Litle & Co., Murphy was Vice President, Business Development for the BuyDomains division of NameMedia, where he set and led sales strategy, planning and business development.  Murphy previously served as Director, Sales for Yankee Gro... (more)

What FINRA Doesn’t Want You to Know About Social Media

New Media on Ulitzer Topic A at the recent Securities Industry and Financial Markets Association Annual Meeting (SIFMA) was what to do about the fastest-growing communications phenomenon since the invention of the Internet: the explosion in social networking. Whenever compliance and communications come together there is sure to be a tussle and this meeting was no different. Chairman and CEO Rick Ketchum cited the current policy as “currently constructed, these sites would not permit you to easily supervise these communications. For that reason, most firms prohibit their employees from using these sites for their business.” Still, trying to hold back the social media communications tsunami is not likely to last. The cost of not communicating to advisors and clients through their preferred vehicles does not make a lot of long-term business sense. Mr. Ketchum readily a... (more)

New View of Retirement Planning

Wealth Management on Ulitzer Wealth Management on Ulitzer - Many financial firms are now claiming they have a "new plan", "new perspective", "new advice" for investors.  That their "green line" or "red zone" of expert advice will now provide investment and retirement guidance that will "take you where you want to go". What is this new ground b reaking advice?  How is it different from the advice they were giving two years ago? On the cover of recently received magazine it has the title "Tools of TRUE Diversification: Skillfully applied asset allocation can reduce a portfolio's overall risk profile."  Was the prior advice to do a FALSE diversification?  Was the financial "advisor" who recommended this UN-skilled? Two observations: 1.   What most people were advised to do regarding their investments over the last 20 years didn't protect them at the time they needed prot... (more)

Christmas Could Never Get Started Today

This time of year is a favorite for children of all ages – I happen to be one of these kids – in part because of the television programs that are shown around Christmas. A Charlie Brown Christmas, Santa Claus is Coming to Town, Rudolph the Red Nose Reindeer, and How the Grinch Stole Christmas, have been favorites of mine since TV went from exclusively black and white to poor quality color. This is no coincidence as these programs were made in the mid 1960’s. As I was watching this year, it occurred to me that if at this time in history Christmas had not yet been established, if somehow Christmas needed to be “started” in 2009, it wouldn’t stand a chance. Christmas would be doomed before it ever got started. First of all, the only time you can say Jesus Christ anymore is when you hit your thumb with a hammer. You can’t mention Him at City Hall, you can’t display a crè... (more)