Report: Wealth Clients Want Financial Planning, Most Not Getting It

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Report: Wealth Clients Want Financial Planning, Most Not Getting ItTechnology, Wealth Management

by ThinkAdvisor on October 1, 2014 with 0 comments

A new breed of wealth client has emerged over the past decade. These clients want to collaborate with wealth management firms when planning for their financial future. A report by CEB TowerGroup says firms that are willing to expend the time and effort to move away from an investment management approach focused on past performance …

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7 Lessons For Training Financial Advisors To Use Social Media

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7 Lessons For Training Financial Advisors To Use Social MediaSocial Media, Wealth Management

by Forbes on with 0 comments

The “number one barrier to success on LinkedIn is lack of education and awareness of what’s possible,” according to Brian Tietje, formerly of LinkedIn and now Vice President Sales RockTech. Tietje recently moderated a panel, “Training Employees To Use Social The Right Way,” at Social Media and Compliance (SMAC) conference organized by Financial Technologies Forum. …

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Using SlideShare for Fund Marketing

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Using SlideShare for Fund MarketingFund Marketing, Social Media

by Luke Hinchliffe on September 30, 2014 with 0 comments

SlideShare is one of the great unsung heroes of the social web. Launched back in 2006, it enables users to upload PowerPoint, Keynote, PDF, infographics and video files and has an estimated 60 million visitors per month. An uploaded file gets displayed via a cool, embeddable player and is also directly playable when shared within …

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We’re Hiring: Assistant Accountant based in London

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We’re Hiring: Assistant Accountant based in LondonCareers

by Kurtosys Systems on September 29, 2014 with 0 comments

Assistant Accountant — Job opening at Kurtosys UK This is a highly visible role with definite room for future growth within the company. This individual will be an integral member of the Accounting & Finance team, working closely with the Financial Controller to support the finance function. S/he should be a motivated individual with a …

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