Posts Tagged High

Active Investing Wealth Management for High Net Worth Individuals

Product Description
“This educational book provides much of the information needed for an individual to play a more effective management role in his or her own active investing wealth management process. The book is a primer of the investing portion of the wealth management process. The overall wealth management process is comprehensive and not a product that can be bought or sold. Wealth management concepts and examples of high net worth individuals, family offices, endowments, and pe… More >>

Active Investing Wealth Management for High Net Worth Individuals

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Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

Product Description
Tired of spending more time with your filing cabinets than with your clients? Is overhead eating up your margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for. Virtual-Office Tools for a High-Margin Practice is a non-technical trove of technology, clever workarounds, and procedural efficiencies tailored to help you move toward a paperless office, while still complying with SEC record-keeping requirements. The … More >>

Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

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High Court challenge to PPI rules

High Court challenge to PPI rules
The Financial Services Authority is being challenged in the High Court over compensation for the mis-selling of payment protection insurance.

Read more on BBC News

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Where can a high income earner get solid financial advice?

All – my wife and have a combined annual income of about $275k. I’m trying to get good financial planning information or advice, but it seems like everywhere I look, the system is built for lower income earners, or the super wealthy… we are in an in between category. We are not “high net worth” investors, so private money management firms and fee only financial planners aren’t an option.

We don’t have any credit card debt, our cars are paid for, we have a modest mortgage relative to our income, and a lot of excess cash flow. While I know that this is a good problem to have, I’m not confident that I know where I should be putting the extra cash.

Are there any books or resources geared towards upper-middle income people?

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What is the easiest way to get a job in the financial services industry with just a high school diploma?

Anyone?

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