Earlier this year, I conducted a series of workshops sponsored in part by Mackenzie Financial.
Recently, a Mackenzie wholesaler emailed me with a question from an advisor, curious if I had any ideas on how to initiate referrals targeting million dollar plus clients.
As you move up the high net worth ladder, confidentiality becomes a bigger and bigger concern – and anything resembling a traditional mass market approach to referrals simply doesn’t work and in fact can harm the relationship.
Goldman Sachs’ VIP List: Most Important Stocks For Hedge Funds by AdvisorAnalyst 11 Mar 2010 at 8:30am
This article is a guest contribution from MarketFolly.com, an excellent blog which tracks the activities of the hedge fund industry’s finest.
Given... Stock Markets in Review – celebrating one year of gains, but only Chile above... by Prieur du Plessis, Investment Postcards from Cape Town 11 Mar 2010 at 8:16am
The bull market that commenced on March 9, 2009, has just market its first anniversary. A summary of the movements of major global stock markets fo... Mark Mobius: Q&A on Emerging Markets by Prieur du Plessis, Investment Postcards from Cape Town 11 Mar 2010 at 8:13am
A recent Q&A with Mark Mobius, Templeton Asset Management’s emerging markets guru, follows below, courtesy of the company’s Market Views newsletter... How China Sees the World by Prieur du Plessis, Investment Postcards from Cape Town 11 Mar 2010 at 8:12am
Source: The Economist, May 19, 2010 (hat tip: Atlantic Asset Management). Exclusive: Jim Rogers is Long the Euro by Damien Hoffman, Wall Street Cheat Sheet 10 Mar 2010 at 6:12pm
This article is a guest contribution by Damien Hoffman, WallStreetCheatSheet.com.
Jim Rogers is one of the best global investors of all-time. Last ...
Stay on top of the latest headlines from the Wall Street Journal Online.
WSJ What's News Late Edition, March 11, 2010by The Wall Street Journal 11 Mar 2010 at 4:46pm
Stocks rise on a late run on financials; economists credit the Fed with getting the economy started again; and Americans' net worth grew in 2009
Jeffrey Saut Daily Audio Comment Raymond James
Listen to the recording with one of the media players below:
Jeff Saut’s Daily Audio Comment is recorded every weekday, except Wednesday, at 9 a.m. ET. It is made available to the public on this Web page at approximately 1 p.m. ET.
Updated Twice Daily - Click to Listen