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What Will It Take to Make Finance More Gender-Balanced?

Harvard Business

It is no wonder we came to fear our gender would keep us from achieving the same level of success as our male peers in finance. We turned to those most able to effect change in finance: the professionals actively working in the field. Family-friendly policies alone may not be enough to drive change in gender equality in finance.

Finance 41
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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

Products and Services Wealth management firms deliver comprehensive and personalized solutions to meet client’s wealth management needs. Competitive positioning is largely determined by the client’s affluence, investment attitude, and preferences for digital versus in-person engagement.

Banking 78
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3 Changes Retailers Need to Make to Survive

Harvard Business

Few industries are being disrupted as drastically as the retail industry. More retail purchases are moving online, and a growing number of manufacturers now sell to consumers directly, cutting out retailers entirely. It’s either adapt to the new environment or step aside and make room for a competitor who can.

Retail 38
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Virtual and Augmented Reality Will Reshape Retail

Harvard Business

Virtual reality (VR), along with its sister technology augmented reality (AR), offers retailers the opportunity to transform how people shop. The successful incorporation of VR and AR into retail models also has the potential to vastly change the way retailers are thinking about stores of the future. Your buddy is in Houston.

Retail 28
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Asset Management – Client Segmentation (Part 3 of 4)

Tom Spencer

Retail Wealth Management. Retail investors are everyday investors without much buyer power. Generally, retail investors are individual investors with liquid investable assets of less than $1 million – although the allure of a more bespoke investment counsel is not compelling until $5 million. Image: Pixabay.

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Asset Management – Industry Overview (Part 1 of 4)

Tom Spencer

The asset management industry is a steward of money provided by individuals and institutions, and manages this money in order to meet the unique return objectives of each client. Asset management can be broadly divided into retail and institutional asset managers depending on whose money they handle. Affiliated Managers. T Rowe Price.

Industry 113
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PARADE Method

CaseInterview.com

Did you just show up at the sales meeting? Traditionally, the Christmas retail season kicks off on November 26th (the U.S. retail sales in only 30 days. Many brick and mortar retailers see a 100% - 200% growth in monthly sales during the peak season. The savvy interviewer will immediately ask, "I see.