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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. Products and Services Wealth management firms deliver comprehensive and personalized solutions to meet client’s wealth management needs.

Banking 78
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JPMorgan's $13 Billion "No Admission of Wrongdoing" Settlement (and a $7 Billion Tax Deduction)

MishTalk

JPMorgan agreed to pay a record $13 billion following a probe of its mortgage operation, Washington Mutual bad loans, and mass waivers on misrepresented products. Separate agreements with the Federal Deposit Insurance Corp. Specifically, JPMorgan knowingly bundled toxic loans into packages sold to unsuspecting investors.

Banking 74
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Management Consulting versus Investment Banking

Management Consulted

Finally, you have constant client interaction which develops “client skills” – from managing client teams to running meetings to learning how to navigate different corporate environments. This expertise may be as broad as “operations turnaround” and as specific as “benchmarking for insurance companies.”

Banking 272
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AlixPartners Interviews and Culture

Management Consulted

Sean Sternbach – Director of Operations – Pet Lodge Pet Resort. Some employees explain that they need to be available 24/7 to meet the rigorous demands placed upon them. Although it’s very common for large firms to offer health insurance, etc., ALIXPARTNERS INTERVIEWS AND RECRUITING . ALIXPARTNERS CULTURE .

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Infosys Consulting Interviews & Culture

Management Consulted

Birthed in 2004 as a spin-off of Indian tech outsourcing behemoth Infosys Technologies, Infosys Consulting is quickly climbing the charts as an industry leader in IT Operations and Strategy consulting. IT Operations. Supply Chain and Operations Processes. SAP Operational Excellence. INFOSYS CONSULTING. IT Strategy.

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FTI Consulting Interviews and Culture

Management Consulted

First, consulting services were added for property and casualty insurance claim adjusters and attorneys. They did much of the work piecing together Mr. Madoff’s money trail and just recently flew over to Puerto Rico for the Puerto Rico Government, who hired FTI to improve operations of utilities and highway units (2014). Environmental.

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Innovation Should Be a Top Priority for Boards. So Why Isn’t It?

Harvard Business

This isn’t all that surprising given the level of innovation activity in these sectors, but directors operating in similarly disrupted sectors should take note. Director Recruitment and Skills. Recruiting directors with technological expertise is one avenue through which boards can boost their innovative capabilities.