Posts Tagged Industry

5 things wrong with the Financial Services Industry


June 13, 2007 5 things wrong with the Financial Services Industry (And what I’d do to fix them.) Adam Bold 320×240 resolution

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Industry Essentials: Brokerage and Wealth Management: May

Product Description
Data Insight: As Compliance Obstacles Dissolve, Online Brokerages Will Shift to Responsive Trading The release last month of NASD Notice to Members 01-23, coupled with the ongoing improvements in secure e-mail and wireless technologies, will cause online trading to enter a new phase. The field is now open for reputable brokers and dealers to use secure wireless and e-mail technologies to encourage their customers to make responsive trades. … More >>

Industry Essentials: Brokerage and Wealth Management: May

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Software Career in Financial Services Industry?

I recently finished a Certificate of finance (U C Berkeley) and Quantitative Finance (or Computational Finance) from a different University. I am a software developer with very little finance experience.What are the prospects of landing a job in a trading/brokerage/hedge fund/risk mgt/mutual fund firm working with traders/brokers/financial svc pros in a software job?

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What are some tips for obtaining clients in the financial planning industry?

I am very efficient about serving the clients that I have and do not have trouble maintaining the relationship once it is established, however I have a lot of difficulty in obtaining new clients, does anyone have any sales or marketing advice that could help with this problem?

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Wealth Management Industry Market in Brazil 2007-2010

Wealth Management Industry Market in Brazil 2007-2010

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