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Kazakhstan Society of Investment Professionals helps you get in touch with CFA Charterholders and CFA Candidates.

Posted: 2014-12-09 12:44:50
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Deciding whether to embrace social media is a tough call for most financial advisers. But in the asset management arena, managers are increasingly doing so. According to a recent report from research firm Cerulli Associates, there was a ?giant leap ...
Posted: 2014-12-09 12:44:10
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With more and more clients, prospects, referral partners, peers, and competitors using social media and social networking sites, financial advisers should think about how to use these tools effectively to deepen client relationships, create intimacy, and ...
Posted: 2014-12-09 12:42:45
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One metric for deciding whether and at what price to sell a private business is whether the proceeds will be sufficient to satisfy a family?s core spending needs in almost any market. The answer also influences how the sale might be structured and how ...
Posted: 2014-12-09 12:41:31
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Family governance affects almost every aspect of the family wealth portfolio. All families have a governance system whether by design or default. Making conscious governance decisions is critical to determining whether its impact is positive or negative.
Posted: 2014-12-09 12:40:52
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Owners of asset management firms have faced limited options for raising capital. A new model based on revenue sharing can be less restrictive and provide more autonomy for owners unwilling to sell equity.