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  1. Uncategorized

What to Expect from Investment Wholesalers in 2019

Whether relating to regulatory developments, FinTech or diverging customer preferences, distributors must be held accountable to deliver the service today’s advisors need.
Written by mac2net 9 February 20199 February 2019
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The Growing Ranks of Indian Investors

India’s growing ranks of investors are looking for personalized and professional financial services and advisors who are willing to go the extra mile.
Written by mac2net 4 February 20194 February 2019
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Asians Investing for the Right Cause in 2019

Impact investments are moving mainstream in Asia. Younger Asian investors, in particular, want to know what impact their investments will have.
Written by mac2net 31 January 201931 January 2019
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Use These Strategies to Target Latin America’s Wealthy

The wealth market in Latin America is growing. However, succeeding in the region requires an understanding of key strategies and nuances that help generate and sustain new client relationships.
Written by mac2net 31 January 201931 January 2019
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Capturing Asia’s Growing Wealth Management Market

Wealth managers serving the Asian market should know that opportunities exist beyond HNW and ultra high net worth (UHNW) individuals. Specifically, there is a growing mass affluent market to be captured.
Written by mac2net 30 January 201930 January 2019
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Financial Advisors: Start off the New Year Right with These Resolutions

As a financial advisor what resolutions have you set for 2019? It is important for you to set new professional goals for 2019 and resolve to implement new best practices.
Written by mac2net 16 January 201928 January 2019
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Learning From the Amazon Playbook

We need to make people’s lives easier. By following these simple lines out of Amazon’s playbook, wealth managers can build and retain a practice that will be more fulfilling and able to adapt through time.
Written by mac2net 17 December 201829 January 2019
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European Commission’s Work Program 2019

The European Commission’s Work Program 2019 concentrates on 10 priority areas identified by the Juncker Commission, which aims to deliver on them before the European Parliamentary Elections in May 2019.
Written by mac2net 17 December 201828 January 2019
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Expect Rising Interest Rates, Trade Uncertainties and Slow Recoveries to Dominate 2019

Financial industry insiders across the globe expect the investment climate for 2019 to be affected by three primary conditions. They include: rising interest rates in key markets, uncertainties surrounding the US-China trade war, and slow emerging market recoveries.
Written by mac2net 17 December 201828 January 2019
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Cultivate the Wealth Management Clientele You Want

Wealth managers can distinguish themselves from other financial advisors, and compete more effectively by focusing in on their unique role and effectively targeting their ideal clients.
Written by mac2net 7 December 201828 January 2019

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