Firm Management and Client Relationships
When it comes to evaluating sales teams, "[Pay] more attention to the swing than the shot."
Firms with strong and healthy cultures share certain essential factors.
We all have biases and blind spots, and it helps to listen to people who see things differently.
How can artificial intelligence (AI) transform how investment products are distributed?
These factors drive motivation: Mastery or Excellence/Continuous Improvement, Autonomy, and Purpose.
Now might be a good time to talk to clients about their capital gains taxes.
The editors are to be commended for creating a genuinely valuable resource for wealth management specialists.
How can responsible innovation be applied to transform the asset management industry?
Technology, properly applied, can help initiate and improve your relationships with clients.
How do you network during a global pandemic and lockdown? Sameer S. Somal, CFA, has some pointers.