Will a coupon spur investment management referrals?
An investment manager recently sent me an email newsletter with a 25% off coupon. Here’s what the coupon said: SAVE 25% A reminder that as a thank you to our valued clients, those who refer a new managed account relationship to COMPANY NAME will qualify for a credit of one quarter’s management fee. Please call […]
"Alternative Careers for CFA Charterholders" on Jan. 14
I’m one of four panelists presenting to the Boston Security Analysts Society (BSAS) on “Alternative Careers for CFA Charterholders” on January 14. Among the four of us, we have experience as a due diligence analyst, treasurer, investment technology salesperson, consultant, and writer. We’ll help you understand what each job involves and how you can target […]
"Dan Fuss: The 50-Year Opportunity in Bonds"
Opportunities in the bond market are as attractive now as they have been in at least 50 years, according to Dan Fuss, vice chairman of Loomis, Sayles & Company. He spoke on “The Bond Market Outlook” to the Boston Security Analysts Society on November 24. Fuss co-manages numerous institutional accounts, the Loomis Sayles Bond Fund, […]
"Discover hundreds of post ideas for your blog with mind mapping"
I’m a big fan of mind mapping as a way to organize your ideas before you start writing. But you can use mapping to brainstorm ideas for blog posts. Problogger Darren Rowse tells you how in “Discover hundreds of post ideas for your blog with mind mapping.” Rowse suggests that you list topics that you’ve […]
Investing in strangers’ human capital
Family wealth advisors say you should invest in your family’s human capital. But what about investing in the human capital of strangers? The “human capital contract” is coming to the U.S., according to “Betting on Bob” in today’s Boston Globe. How does it work? Writer Rebecca Tuhus-Dubrow explained that “…investors agree to cover the costs […]