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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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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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Toronto's Hypocritical Real Estate Boards Suppress Price Information; One Broker Strikes Back with "Pay-What-You-Want" MLS Listing

MishTalk

Hypocrisy of the Toronto real estate board is stunning. The board threatened brokers who list sales prices. Self-Serving Hypocrites Suppress Data Please consider Toronto Real Estate Board Demands Brokers Halt Online Sales Stats. The broker feels Canadians should have access to sales information online.

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Top Trends in US Business Startups

Business Consulting Agency

E-commerce and Online Retail : Facts : E-commerce continues its rapid growth, accounting for a significant portion of retail sales. In 2021, US e-commerce sales surged to $933.3 Statistics : The US Census Bureau reports that online sales constituted 16.1% Statistics : The AI market is projected to grow to $190.61

Trends 52
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All-Cash Home Sales Hit Record 42% of Sales

MishTalk

Even though household formation by millennials is at a record low percentage, home sales are at modest levels thanks to investor all-cash buying. Market-Watch notes All-Cash Home Sales Reach New High. This helped boost overall sales of U.S. More Americans are buying homes in all-cash deals, according to a new report.

Sales 75
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Who is undermining your brand?

Seth Godin Blog

And then a lazy brand manager decided to plaster “Sale-A-Bration” signs all over their windows. Or perhaps it’s the front desk person who can’t be bothered to bring the extra energy that the architect, real estate professionals and builders brought to the hotel you just opened.