Posted on 16 April 2010.
Lessons learned by Boards of Non-profits and Charities
By Heather Holden PhD, Wealth Advisor The Afro News Vancouver
If you’re a member of a non-profit or charity board with an investment portfolio, you’ve likely had at least one meeting recently full of consternation regarding the state of your organization’s assets. And if you’re like the non-profits and charities I work with, the themes of those conversations were similar. Here is a brief summary of lessons learned.
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Posted on 21 December 2009.
Top mistakes and suggested solutions from the CFA (Chartered Financial Analyst) Institute may help you avoid repeating history!
By Heather Holden, PhD, Wealth Advisor, ScotiaMcLeod
Have you ever made one of the following mistakes? Could it be that you continue to repeat your mistakes? The following summary of top mistakes and suggested solutions from the CFA (Chartered Financial Analyst) Institute may help you avoid repeating history! Read the full story
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