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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. Wealth Management vs Asset Management Many people interchangeably use the term asset and wealth management.

Banking 78
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What is consulting?

Tom Spencer

When people think of consultants, they tend to visualize professionally suited employees, degrees from the best schools, high pay-checks and fancy travel stories. Consulting though has many aspects – it’s not just about smooth talking. What are the different types of consultants? What value do consultants provide?

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For Solopreneurs, Business Development = Relationship Development

Successful Independent Consulting

First, solopreneurs are experts who are good at helping clients solve problems or achieve certain goals, but they are not usually trained in sales or marketing. Second, when knee-deep in actually doing "the real work," solopreneurs are hard-pressed to find time to publish thought-leadership articles or create and manage marketing campaigns.

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Asset Management – Industry Overview (Part 1 of 4)

Tom Spencer

Asset managers are institutions that ‘manage money’ on behalf of certain beneficiaries. Well, asset managers aim to understand client investment objectives and invest client funds in a variety of financial products and asset classes. Major traditional asset managers include: Blackrock. Affiliated Managers.

Industry 113
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Top 10 Consulting Firms in the Middle East

Management Consulted

We’re continuing our Top 10 Consulting Firms series this week by focusing our expert eye on the Middle East. Ask any consultant about the Middle East, and Booz (now Strategy&) will be the first name on their lips! Currently, Strategy& does major public (read: government) consulting work outside the U.S.

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Quote Your Consulting Billing Rate with Confidence

Successful Independent Consulting

It takes practice to quote your consulting billing rate with confidence. Talk with other consultants, do a web search on typical management consulting rates in your city or state, and/or try converting your employee salary to an hourly rate. Figure out your market rate. This is your market rate.

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Funniest and Most Absurd Real Estate Promotion in Years

MishTalk

Minyanville Business and Market News. Patrick Housing Crash News Top Housing and Commercial Real Estate News. Bay Area Real Estate Trends. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Funniest and Most Absurd Real Estate Promotion in Years.