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IABFM Articles
China Economic and Wealth Management Summit - Wealth Management - It's personal™
(October 2006) | Wealth Management
by Brett King and John Jarrett
As China banks and financial institutions engage in the lucrative wealth management sector, high-net worth individuals in China are going to start being besieged with phone calls and contacts from financial planning and wealth management sales teams all vying for their investment capital. What are the key issues for Financial Planning Managers and technical investment consultants to focus on in this growing sector? ...[ Read More ]
Minority Marketing
(September 2006) | Marketing
by Randall Valentine, John G. Kooti, Dawn Valentine
Marketing of financial services to minorities has captured the attention of many of the nation�s largest financial institutions.� The two largest growing segments of the United States population, namely Hispanics and Asians will constitute an area for potential growth by financial institutions in the coming years. ...[ Read More ]
