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50 Reasons Why You Struggle to Manage Investments for Your Clients

50 Reasons Why You Struggle to Manage Investments for Your Clients  Many struggle to manage investments for clients. Is this true? Is managing investments so...

3 Risks Most Struggle to Manage in a Portfolio

3 Risks Most Struggle to Manage in a Portfolio Equities or Bonds?  Unit Trust or Exchange Traded Funds?  Structured Products or Endowment? China or India? Global,...

2016 Top 10 Most Influential Central Banks in the World

2016 Top 10 Most Influential Central Banks in the World Which is the most influential Central Bank in 2016?  Is it the FED or PBOC?...

10 Steps to Start Advising Clients Every Year

10 Steps to Start Advising Clients Every Year How do you get started every year?  Do you have a strategy for your clients?  Can you...

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 Independent Financial Advisors Struggle With?

What Independent Financial Advisors Struggle With? For financial advisors representing only one financial institution, it means you have a limited range of financial products to...

What Investment Products Can You Place in Your Clients’ Portfolio?

What Investment Products Can You Place in Your Clients' Portfolio? Got an investment idea?  Or want to tilt the portfolio to a more Asian-centric allocation?...

What is the Value of Fund Managers for Wealth Managers?

What is the Value of Fund Managers for Wealth Managers? Wealth Managers expect Fund Managers to perform better than the market.  But this doesn't seem...

10 Ways to Manage Your Financial Sales Target

10 Ways to Manage Your Financial Sales Target Managing financial sales target is not easy.  Whether you are fresh out from university or an experienced...

7 Things To Do When You Meet People Who Are Better...

7 Things To Do When You Meet People Who Are Better Than You In Finance & Investments? How often do you meet clients who are...