Financial Industry

What is an Independent Financial Advisor?

What is an Independent Financial Advisor? An Independent Financial Advisor (IFA) provides independent financial advice to clients. In an Independent Financial Advisory Firm, they rarely...
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Do You Have What It Takes to Be a Private Banker?

Do You Have What It Takes to Be a Private Banker? Length: 1 Minutes 50 Seconds Published on May 15, 2014 Private wealth management is one of the...

What Top Wealth Managers Do During Weekends

What Top Wealth Managers Do During Weekends Most Wealth Managers are self-driven, not because they are naturally so, but the role simply requires them to...

10 Dangers Wealth Managers Face in their Career

10 Dangers Wealth Managers Face in their Career When the economy is booming and income is rising, like stockbrokers and real estate specialists, wealth managers manage...

ANZ: Why Clients Come First in Financial Advice

ANZ: Why Clients Come First in Financial Advice By Kylie George Financial adviser, Harvest Wealth | Published 6 June 2016  With Permissions from ANZ BlueNotes - Connecting News and...

How do you become a Private Banker?

How do you become a Private Banker? To be a Private Banker, you will need a book size of $100 Million to $300 Million.  The book...

10 Questions Every Client Will Ask Every Year-End

10 Questions Every Client Will Ask Every Year End For most in the financial industry, the year-end means reconciliation, reviewing and reporting.  For the deal-makers, the year-end...

What is a Private Banker?

What is a Private Banker? A Private Banker provides banking and financial advice to High Net-worth clients.  In most private banks, a private banking client...

What are the challenges of an Investment Advisor?

What are the challenges of an Investment Advisor? From spotting the next biggest Initial Public Offerings (IPO) to anticipating the next financial crisis, Investment Advisors...

How to survive as a Priority Banker?

How to survive as a Priority Banker? 50% of Priority Bankers quit in 15 months.  The biggest reason?  The quality of portfolio. 50% of Priority Bankers...

Protected: How do you succeed as a Priority Banker?

How do you succeed as a Priority Banker? The stage is always set up for most Priority Bankers to fail in the long-run.  Adjusting from...

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Bloomberg in 60 Seconds

Bloomberg in 60 Seconds Introduction Bloomberg powers the global financial market.  It is one of the world’s leading financial information & technology company. Bloomberg L.P. is a...

Looking at Bloomberg & Reuters

Looking at Bloomberg & Reuters Bloomberg and Thomson Reuters are 2 of the largest financial information services providers. Almost all leading financial institutions and investment...

Wealth-X University UHNW Alumni Rankings 2017

Wealth-X University UHNW Alumni Rankings 2017  Wealth-X presents the University Ultra High Net Worth Alumni Rankings 2017, a new study that ranks global universities by...

Top 100 Richest People – Hurun Report

Top 100 Richest People - Hurun Report Who are the richest people in the world in 2016?  Where did they come from?  What is their...

14 Ways an Economist Says I Love You

If you can understand all 14 ways, you must be pretty good in Economics. Way No. 1 Fundamentals: Long/Short, Poetry, Graphs Way No. 2 Fundamentals: Credit Risks, Credit...

The Insider

The Insider: Exclusive Insights from Norihiro Takahashi

The Insider: Exclusive Insights from Norihiro Takahashi In an exclusive dialogue with Norihiro Takahashi, President of Japan Government Pension Investment Fund (GPIF), providing insights into the world's...

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