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asset managers

August 31, 2011

Asset managers are failing to connect with family offices, despite family offices controlling up to $1 trillion of the US’s wealthiest families’ assets, a report from Cerulli Associates shows.

Asset managers are failing to connect with family offices, despite family offices controlling up to $1 trillion of the US’s wealthiest families’ assets, a report from Cerulli Associates shows.

Robert Testa, lead author of the report, said this disconnect is influenced by business development strategies and ongoing support issues.

Read the full story over at CampdenFO.  

June 28, 2011

Many business leaders and recruiters understand the importance of appraising a person’s emotional quotient (EQ) as well as their intelligence quotient (IQ). This distinction can also be a useful way of appraising your asset manager. What is more important in today’s turbulent markets: high IQ or EQ?

Many business leaders and recruiters understand the importance of appraising a person’s emotional quotient (EQ) as well as their intelligence quotient (IQ). This distinction can also be a useful way of appraising your asset manager. What is more important in today’s turbulent markets: high IQ or EQ?

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