The World Wealth Report (WWR), published annually by Capgemini with RBC Wealth Management, provides an excellent overview of the global …
3 ways to measure and boost the ROI of social networking
The question of return on investment (ROI) naturally comes up anytime someone is suggesting you invest time and resources into …
66% of advisors gained clients from social media
The number of financial advisors who are gaining new clients through social media is growing, according to a new survey …
Social media successes in financial services: Profile of Nicholas Miazek
I first met Nicholas Miazek on Twitter. After I followed him, he sent me a personalized direct message to say …
Go ahead, pick my brain
Adrienne Graham has written an excellent and thought-provoking article on the importance of getting paid for your knowledge and value …
Externalizing value in the pursuit of profits kills innovation and the economy
Steve Denning has written a great piece in Forbes on Clayton Christensen and how business school number crunchers are killing …
HNW preferred choice of advisor for range of financial product (chart)
For full paper, see The Future of World-Wide Wealth Management.
Top 5 takeaways from Winning the Battle for the Wealthy Investor
Cisco recently conducted a study of under-50 year old wealthy investors. The report, Winning the Battle for the Wealthy Investor, offers …
Tiger21 is leading social edge of active HNW investors
Tiger21 is a “learning organization” for high net-worth investors, according to its founder Michael Sonnefeldt, helping them to become better …