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Where Should You Work if Your Client Gives You $100 Million?

Where Should You Work if Your Client Gives You $100 Million? If you are lucky enough to have your client, dearest friend or family member deciding to give you...

Top 5 Most Shocking News in 2016

Top 5 Most Shocking News in 2016 2016 is an exciting year for everyone in the global financial industry.  Volatility, crisis, shocks, politics, disruptions ......

The 18 Firsts of a Wealth Manager

The 18 Firsts of a Wealth Manager Getting into the financial industry is exciting.  To be able to advise clients on what to do with their...

Where Should You Practice as a Wealth Manager?

Where Should You Practice as a Wealth Manager? Should you join an Insurance Co. or a Stock Brokerage?  Personal Banking or Independent Financial Advisory?  Priority Banking...

12 Reasons why most clients do not give Private Banker AUM...

12 Reasons why most clients do not give Private Banker AUM in 6 Months Assets Under Management (AUM), Portfolio, Book Size are synonymous to Private...