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Asset Management – Client Segmentation (Part 3 of 4)

Tom Spencer

Large mutual funds have strong relationships with banks, where they are able to pay a trailer fee to bank investment advisors to market their product. For passive investing, Blackrock and Vanguard are able to get costs very low due to their scale and skill in replicating a benchmark index.

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Consultant Ninja: Another Casualty of the Financial Crises.

Consultant Ninja

Consultant Ninja. Management Consultant | Excel Jockey | Slide Monkey | Corporate Insurgent | One-Eyed Man in the Valley of the Blind Mckinsey | Bain | BCG | Booz | Oliver Wyman. Imagine if social security funds were invested in the market. Consultant Ninja Analysis: Social Security Privatization is dead for at least 20 years.

Financial 100
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11 Habits of Truly Terrific Employees

Rick Conlow

I have met hundreds of terrific employees and managers through consulting projects over the last twenty years. They offer it constructively even if it disagrees with others, including the boss. Stay marketable. Do you want to benchmark your career with the habits of extraordinarily successful people?

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How to Evaluate, Accept, Reject, or Negotiate a Job Offer

Harvard Business

Even when the money on offer is enough to live on, you need to figure out if it’s an amount worthy of your knowledge and skills and whether it’s in line with the local market. “Also, look at what you will be doing, what success looks like, and what benchmarks you’ll be judged against,” he says.

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