The USA Economy simply explained
US Money Problems The situation currently is: • US income is – $2,170,000,000,000 • Federal Budget – $3,820,000,000,000 • New debt – $1,650,000,000,000 • National debt – $14,271,000,000,000 • Recent [...]
Investment management for Family wealth
The InvestmentManagementforFamilyWealth whitepaper examines the investment management needs and preferences of wealthy families and details how these can be fundamentally different to the objectives of institutional and retail money managers. [...]
Can you pass the ‘book title test’ in selling?
Can you pass the ‘book title test’ in selling? By John Lees, sales & marketing specialist I am sure you will have heard of the ‘elevator pitch’, a challenge to [...]
Pressure is on from clients to charge fees
Financial Planners urged to charge time-based fees – MSI Survey MSI Global Alliance’s August 2011 survey of more than 570 Australian business owners confirms that the pressure is on from [...]
How do you ask questions?
We want answers! We want accurate forecasts; we want to know the specific, measurable, actions that will give us the outcomes we desire; we want opportunities without the risk; we [...]
EXIT STRATEGIES: Selling your business – a life-changing event
EXIT STRATEGIES: Selling your business – a life-changing event Friday, 19 August 2011 11:00 Tom McKaskill Selling a business is often a life-changing event and if you are going to [...]
Checking your risk tolerance tool
by Paul Resnik | Monday, 8 August 2011 In light of the recent Armitage vs Church findings around risk tolerance and suitability of investments, the moves by the UK regulator [...]
