Por: Business Insider Business November 23, 2022
The world's top banks are fighting for America's wealthiest. Even banks with household names are to service this niche clientele, which often have at least $10 million in assets.But getting hired is just the first step. Wall Street banks put analysts through their paces before letting them work with the most coveted clients. It can take hundreds of hours of lessons, sometimes spread out over years or condensed into a matter of weeks,... + full article
Forbes USA Business November 22, 2022
I am the Managing Partner of — a national EB-5 visa firm with 2,000+ foreign investors from 60+ countries. Getty Attracting new clients to your business usually involves considerable expenses related to marketing and sales processes. While many new businesses view customer... + más
Council Post: How Marketers Can Turn Customer Relationships Into New Pipeline | Forbes
Council Post: Why Strong Relationships Are The Key To Making Big Sales | Forbes
Business Insider USA Business November 01, 2022
JPMorgan launched a new program today that allows clients with as little as $25,000 in investible assets to get financial guidance from advisors via phone or video as often as they want.This new Personal Advisors channel is part of US wealth management CEO Kristin Lemkau's... + más
Inside ex-Goldman Sachs banker Gregg Lemkau's big bet on himself | Business Insider
How Gregg Lemkau went from Goldman CEO contender to building a hybrid investment bank catering to billionaires | Business Insider
Business Insider USA Business October 26, 2022
Less visible, though just as much the lifeblood of the firm, are Merrill's client associates.Their work isn't very glamorous, and they're not the face of their advisory teams, but they keep the wheels turning. Client associates frequently correspond and check in... + más
Merrill Lynch takes cues from dating apps as it tries to match more advisors with wealthy clients | Business Insider
Merrill Lynch's support staff is fed up. Here's why client associates at the massive wealth manager are heading for the door. | Business Insider
Business Insider USA Business October 12, 2022
OpenInvest, a sustainable-investing robo-advisor, has spent the past 13 months integrating into JPMorgan following the bank's acquisition of the startup in August 2021. Now the fruits of that labor are ready to be delivered.The startup's cofounders came up for air to... + más
How The Conversation On ESG-Friendly Sectors Is Evolving | Forbes
OpenInvest's cofounders share 3 key lessons learned from its JPMorgan deal that will help fintechs 'maintain that special sauce' inside a large organization | Business Insider
Business Insider USA Business October 06, 2022
As the biggest US bank by assets, JPMorgan's sprawling $14.1 billion tech budget can be hard to comprehend. The size and scale of JPMorgan's tech spending can seem unfathomable to a small startup or everyday consumer.This May, JPMorgan's first investor day in two... + más
JPMorgan plans to hire 2,000 tech workers by year's end: report | Fox Business
Where To Find Washington’s Great Craft Breweries | Forbes
Business Insider USA Business September 27, 2022
Tyrone Blackburn has built his law practice, in large part, by bringing legal grievances against his former employer, Morgan Stanley. He effectively got his start by representing himself over discrimination concerns he raised to the bank. I had an attorney who I then fired,... + más
Ravens Pro Bowl LT Stanley 'really close' to return | ESPN
Staffers in Rep. Andy Levin's office become first in Congress to vote to unionize | CBS News
CNBC USA Tech September 22, 2022
Apple Watch Ultra.Sofia PittI've been testing Watch Ultra ahead of its release on Friday. is designed for extreme athletes and outdoor adventurers. I appreciated a lot of what it has to offer, especially the noticeably improved battery: It's got 36 hours of battery... + más
Apple Watch Ultra pre-order arrives ahead of schedule for lucky buyer | 9to5Mac
Apple @ Work: Sign in with Apple using Managed Apple IDs will streamline iPad app usage in the classroom | 9to5Mac
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