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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.

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Wealth Management: Building and Protecting Fortunes

Tom Spencer

Wealth management is a critical field that helps high net worth individuals and families to achieve their financial goals and maintain their financial assets over the long-term. Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management.

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The Cyber Insurance Market Needs More Money

Harvard Business

Securities could help give insurers the breathing room they need to keep growing — and meet customers’ mounting needs.

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How the Financial World Adapts to Climate Change

Tom Spencer

Knowing the ins and outs of upcoming trends in finance is indispensable for any aspiring consultant. A prime example for such a question is how finance is adapting to the issue of climate change, and might assist its mitigation. Green Finance. For instance, the payout might increase with the wind speed recorded for a hurricane.

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Why CEO’s Hire Consultants and Coaches: The REAL Value They Bring with Brad Rex

Consulting Matters

He applied for a financial manager job at Disney and was one of 1400 candidates. Brad had an unconventional start to his career after meeting his boss's boss while studying finance at college. Now, they are in network with all the major insurance companies and have a major partnership with Wounded Warrior Project.

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Why Life Insurers and Asset Managers Must Join Forces to Win

BCG

Article Thursday, December 15, 2016 Life insurers are feeling the squeeze. Yet that income stream is weakening, as low-risk investment yields dip toward 0% and central banks continue to drain the bond markets. How do we manage capital consumption and the volatility of our assets? Can we cut costs to boost overall profit?

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Liquidity Insurance

MishTalk

per cent in the 12 months to October, according to Factset, a market data company that compiles a consensus of analysts’ forecasts. Nick Nelson, an equity strategist at UBS, said: “ Chief executives and chief financial officers have been battle-scarred by 2008-09, when they couldn’t get financing when they wanted it.