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8 Reasons Why You Can Construct a Portfolio Wrongly

8 Reasons Why You Can Construct a Portfolio Wrongly Does portfolio construction come first or investment strategy takes priority? Perhaps you might vote in favour...

7 Shocks for Advisors When You Get Your Financial Advisor License

7 Shocks for Advisors When You Get Your Financial Advisor License Are you a new wealth manager or financial advisor?  Did you just receive your financial...

9 Legendary Quotes on Diversification

9 Legendary Quotes on Diversification Warren Buffett " Wide diversification is only required when investors do not understand what they are doing " Robert Kiyosaki " Many financial...

Most Popular Investment Theories Clients Ask Wealth Managers

Most Popular Investment Theories Clients Ask Wealth Managers What is Value Investing or Fundamental Analysis?  What is Modern Portfolio Theory and Dollar Cost Averaging? Wealth Managers, Personal Bankers, Private...

Why Access to Global Economic and Investment Opportunities is Never Equal...

Why Access to Global Economic and Investment Opportunities is Never Equal for Everyone Many clients rely on good-old investment philosophy such as Value-Investing or Fundamental...

Top Headlines in the Last 7 Days (14th – 20th March...

Top Headlines in the Last 7 Days (14th - 20th March 2016)   No. 1 NAB Private Bank drops Wealth Advice National Australia Bank is leaving its wealth...

7 Important Risks to Manage for Clients

7 Important Risks to Manage for Clients Risk management is not a focal point of discussion.  For clients, the conversation is always about the hot...

What happens when you hit Error Page, Page not found or...

What happens when you hit Error Page, Page not found or 404 on Financial Times? You usually skip the page.  But if you are a...

How do you convince a hard-core deposit client to look at...

How do you convince a hard-core deposit client to look at Wealth Management Products? For many Personal Bankers, Priority Bankers, Private Bankers and Wealth Managers,...

The Big Short (Trailer)

The Big Short – Trailer Movie 2 Hour 10 Min – Movie | Drama – 12th November 2015 (USA) From the outrageous mind of director Adam Mckay comes THE BIG SHORT. Starring Christian Bale,...