Do you have what it takes to be a successful financial adviser? To find the answer, the folks at MarketPsych surveyed a group of advisers. Not surprisingly, they found there was a strong correlation between a focus on client relationships and business growth.
What do Homer’s Odyssey, Boombustology, and “financialese” have to do with wealth management? Quite a lot, it turns out.
Evidence shows that the groundbreaking research on the importance of asset allocation has been poorly understood and widely misquoted. Practitioners of all stripes might benefit from a visit to the archives to better understand the evolution of asset allocation theory.
Do soft skills really matter as much as technical skills in terms of career success? Our career services representative, Julia VanDeren, has frequent interactions with recruiting and training and development managers, and she has heard a lot of consistency in terms of their top priority for employee development. Somewhat surprisingly, it’s listening.
The famed hockey player Wayne Gretzky once said, “A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” Frontier markets — especially those in Africa — are where alpha is going to be.