(AFX UK Focus) 2010-03-31 17:24 UPDATE 2-Gartmore CEO says clients stick by firm after probe
By Joel Dimmock
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Big Clients Keep Their Head Start
Big Clients Keep Their Head Start
A judge’s recent decision could presage a larger effort by Wall Street banks to limit the distribution of news about their research.
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Advising Ultra-Affluent Clients and Family Offices
Praise for Advising Ultra-Affluent Clients and Family Offices “Michael Pompian’s book Advising Ultra-Affluent Clients and Family Offices is noteworthy for its comprehensiveness. Michael combines ‘the big picture’ with detailed, prescriptive, and actionable strategies; advisers to wealthy families will receive a detailed understanding of how a quickly evolving landscape impacts their business and its implications for their clients.” -John Benevides, President, Famil…
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Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan
To financial advisors who ask, “Who has the time and money for marketing?” the authors have an important piece of advice: Treat your practice like a small business, or you will be put out of business. In an economy in flux, prospective clients are hesitant to put their financial future in the hands of just anyone. This is where Marketing for Financial Advisors comes in. The definitive marketing book designed specifically for financial advisors, …
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