White Paper on Individual managed accounts
http://www.ppmfunds.com/sites/default/files/files/Family%20Wealth%20Investing%20Forum.pdf An Individually Managed Account (IMA) is just what it says – an investment portfolio that is individually managed for an individual client by a professional manager who recommends to [...]
How to Exit the Euro zone
December 15, 2011 How to, I, and others, have talked about the need for countries to exit the Euro zone. Indeed, I, and others, have also written briefly on how [...]
Euro zone: No Resolution
Euro zone: No Resolution Posted by Vincent Truglia on December 12th, 2011 December 12, 2011 Last week, the Europeans had another of their seemingly endless summits dealing with the sovereign [...]
Christmas wishes and a Happy new Year
On behalf of all of us at Leading Minds we would like to Wish you all a very safe and happy Christmas. Over the holiday break please have a look [...]
Minimise relationships at your peril
Salespeople who focus on interpersonal relationships are less successful, according to a recent article by Dan Richards, based on research published in the Harvard Business Review. Perhaps advisors should take [...]
Why Sales without Marketing or Marketing without Sales affects Business Growth
Sales and Marketing by Liz Gilmour::::: The Sales Formula U.K. Sausage and mash, fish and chips and curry and rice – each individual part is great on its own but [...]
