Wealth Management

Wealth management as an investment-advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.
Posts about Wealth Management
  • Bank bots, move over: BNP Paribas is putting human advice before robots

    … something happens that might have a significant on a client’s account, said Salvador Vidal, global head of products and services marketing for BNP’s wealth management unit. Those advisers then send that information to a team of relationship managers, who then message the affected clients, deliver that information and ask: Do you want to follow…

    Digiday- 18 readers -
  • Five Reasons She’s A Millionaire and You Ain’t

    …. A credit card can make you feel rich momentarily because of the amount that is available to you as a limit, but repaying this can be a big hassle. More importantly If you cross the due date of paying, then you’ll have to shell out more than 18% as Interest and that can dent your wallet. Millionaires see the world slightly differently and we can learn from them, what are your thoughts on becoming a millionaire? Talk to us in the comments below! Brought to you by Performance Marketing Insider & Pace Lattin …

    Ricky Ahuja/ Performance Marketing Insiderin Affiliate- 17 readers -
  • Five Reasons She’s A Millionaire and You Ain’t

    … Share ! tweet Money is what drives this world and everyday billions of people wake up in the morning and try to figure out how to make more. Many people in the world think that being a Millionaire means being a bad guy or selling your soul. But being a millionaire has lot more to do about understanding the world and using the right everything…

    Ricky Ahuja/ Performance Marketing Insider- 20 readers -
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