Tag: Forwards
6 Ways to Generate High Revenue
6 Ways to Generate High Revenue
Many new Wealth Managers, Personal Bankers, Priority Bankers, Private Bankers and Financial Advisors struggle to generate high revenue.
Below are...
The 6 people that make a Strong Wealth Management Team
The 6 people that make a Strong Wealth Management Team
The Pilot works with the Co-Pilot and the crew members (stewards and stewardess) while the Doctor works with the...
The Complexity of Market View, House View, Clients View and Your...
The complexity of Market View, House View, Client View & Your View?
Ever wonder what is Market View or House View? Ever found disagreement with Client...
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...
5 Wealth Management Jobs where you get to Trade often
5 Wealth Management Jobs where you get to Trade often
No. 1 Stock Broker / Dealer / Remisier
The Broker gets to buy & sell stocks...
20 Traders Who Lost More than a Billion
Lost USD 9 Billion in Credit Default Swaps
Year: 2008
Trader: Howie Hubler
Company: Morgan Stanley
Lost USD 7.22 Billion in European Index Futures
Year: 2008
Trader: Jerome Kerviel
Company: Societe Generale
Lost USD 6.69...
