Archive for May, 2014

Stocks to Keep Your Eyes on –HSBC Holdings, (NYSE:HSBC), ARRIS Group …

Las Vegas, NV – 26 May, 2014 — (TechSonian) – HSBC Holdings, (NYSE:HSBC) offers a variety of banking and financial products and services. The company’s Retail Banking and Wealth Management business offers a variety of personal banking products, including current and savings accounts, mortgages and personal loans, and wealth management services comprising insurance and investment products, and asset management and financial planning services to individual customers.

HSBC Holdings plc (ADR) (NYSE:HSBC) remained among the day bears with 0.12% and traded with volume of 1.53 million shares in the last session, as compared to average volume of 1.93 million shares. In comparison with 52 week range of $48.86- $57.97, it faced lowest price of $51.74 during the last trading session whereas its day highest price was $51.96. The company’s total market capitalization is $195.49 billion, along with 18.83 Billion shares outstanding.

Can Investors Bet on HSBC after this News update? Find out in this Research Report

ARRIS Group, Inc. (NASDAQ:ARRS) a global telecommunications technology leader, declared that David Potts, ARRIS EVP, CFO will present at the 2014 Stephens Spring Investment Conference at the New York Palace, New York, on Wednesday, June 4, 2014 at 11:00am Eastern.

ARRIS Group, Inc. (NASDAQ:ARRS) managed to keep its gainat 0.58% on volume of 1.51 million shares. The stock settled at $31.03 after floating in a range of $30.58 to $31.09. At its latest price, the stock reached market capitalization of $4.46 Billion. Its 52-week range has been $14.07 to $31.42.

Is ARRS a Solid Investment at These Levels? Read This Report for Details

United Technologies Corp. (NYSE:UTX) declared that it has signed an exclusive, three-year Engine Management Program (EMP) contract with Pakistan International Airlines (PIA) to retain the airline’s fleet of 12 PW4152 installed engines.

United Technologies Corporation (NYSE:UTX) settled 0.43% higherat $115.54 on volume of 1.51 million shares during the last trading day. The stock has its 12-month low at $90.30 and 52-week high price was $120.66. It traded in a range of $114.93 to $115.66 during the last trading day.

How Should Investors Trade UTX Now? Don’t Miss out a Special Trend Analysis

InvenSenseInc (NYSE:INVN)stated that its fourth quarter and fiscal year 2014 results.Net revenue for the fourth fiscal quarter of 2014 was $59.0 million, up from $55.2 million for the fourth fiscal quarter of 2013. Net revenue for the fiscal year 2014 was $252.5 million, up from $208.6 million for the fiscal year 2013.

InvenSenseInc (NYSE:INVN) closed at $19.12, a2.03% increase. Around 1.49 million shares were traded at average trading volume of 2.31 million shares. The company is now valued at around $1.68 Billion.

What INVN Charts Are Signaling for Traders? Find Out Here

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Monday, May 26th, 2014 EN No Comments

Kunj Bansal cautious on metal space

Kunj Bansal

CIO ED, Centrum Wealth Mgmt

Expertise : Equity – Fundamental

More about the Expert…

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Monday, May 26th, 2014 EN No Comments

Business and professional briefs, May 25, 2014 – Champaign/Urbana News

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New jobs

Delaney named executive director. Molly Delaney has been hired as executive director of the CU Schools Foundation.

She will work to develop and support innovative programs to help make students in Champaign-Urbana schools ready for college or career.

Delaney most recently was director of educational outreach for WILL.

Drane joins Midland States. Ron Drane has joined Midland States Wealth Management as managing director of its Bloomington and Decatur offices.

He previously spent seven years as executive vice president and senior managing director for Busey Wealth Management.

The new wealth management team for Midland States in Bloomington and Decatur will operate from temporary offices until long-term offices are ready for occupancy.

Millage joins Regent Ballroom. Steffanie Millage has joined the Regent Ballroom, Savoy, as office manager and banquet assistant.

She will help brides plan their weddings and guide them through the event.

Millage has two years of reception planning experience and is a professional makeup artist.

Ramshaw Real Estate adds Wolken. Stephanie Wolken of Paxton has joined Ramshaw Real Estate, Champaign, as a leasing agent.

She will correspond with current and future tenants to schedule and perform showings of rental units.

Wolken has eight years of customer service experience in the financial services field.

She recently received a bachelor’s degree in business administration from Eastern Illinois University.

Carle hires Kloeppel. Tiffany Kloeppel has joined Carle as a certified registered nurse anesthetist in anesthesiology.

She earned a master’s degree in nursing from Millikin University in 2013.

Association appoints marketing coordinator. Daley Schwengel has joined the Urbana Business Association staff as marketing coordinator.

She will manage the association’s social media accounts, maintain its weekly and monthly newsletters and facilitate the city’s street pole banner program.

Schwengel, who previously was an aide at Market at the Square and a marketing and special events intern for the city of Urbana, succeeds former UBA marketing coordinator Michelle Lepka.

Morris joins carpentry firm. Dalton Morris of Pesotum has joined Nusbaum and Sons Custom Carpentry, Farmer City, as an estimator.

He is a 2012 graduate of Parkland College’s design and construction management program.

Nusbaum and Sons is a family-owned and -operated trim carpentry and finish carpentry business.

Achievements

Wittig wins nursing award. Cristy Wittig has won the Clinical Nurse Excellence Award at Presence Covenant Medical Center, Urbana.

She is a registered nurse in the hospital’s Blessed Beginnings Birthing Center.

Criteria for the award include commitment, compassion and skill in the nursing profession. Peers nominate nurses for the honor, and the winner is chosen by members of the hospital’s Professional Practice Committee and hospital leaders.

Palmer appointed to committee. Champaign attorney Mark C. Palmer has been appointed to the Illinois State Bar Association’s Standing Committee on Marketing Communications.

He also serves on the association’s Assembly and its Standing Committee on Legal Technology.

Palmer is an attorney with Evans, Froehlich, Beth Chamley in Champaign and teaches at the University of Illinois College of Law and Police Training Institute.

Crisis Nursery receives Inspire Award. The Crisis Nursery has received Presence Covenant Medical Center’s inaugural Inspire Award for community service.

The award is given annually by the medical center to a community organization or leader that exemplifies community outreach values.

“The care they provide for children and families in crisis is inspirational,” said Jared C. Rogers, Presence Covenant’s interim president and CEO.

Airport takes state honors. The Vermilion Regional Airport in Danville was named “General Aviation Category ‘A’ Airport of the Year” by the Illinois Department of Transportation’s Division of Aeronautics.

The award was one of seven presented to Illinois airports for accomplishments throughout the year. Category “A” airports accommodate aircraft needing more than 5,000 feet of runway.

Tresslar wins sales award. Tim Tresslar of Plato’s Closet, Champaign, received the company’s Sales Excellence Award at its annual conference in Anaheim, Calif.

Items for Business Professional Briefs should be submitted to The News-Gazette for consideration at least 10 days prior to publication. Items may be emailed to dodson@news-gazette.com; mailed to Business Professional Briefs, c/o Don Dodson, The News-Gazette, P.O. Box 677, 15 Main St., Champaign, IL 61824-0677; or dropped off at the main office. Photos submitted with a self-addressed, stamped envelope will be returned.

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Sunday, May 25th, 2014 EN No Comments

Asian millionaires turn to independent advisers

millionSINGAPORE: When the value of his US$20 million portfolio plunged in the 2008 global financial crisis, luxury car enthusiast Gerard Tan followed a growing trend among Asia’s elite investors by turning to an independent adviser for help.

His bank had put most of his cash in volatile emerging market bonds, which were hammered by the financial turmoil.

Tan, who asked that his real name not be used, kept his money in the bank, but engaged the services of an adviser unrelated to the institution in order to staunch the losses.

Six years after the crisis, a growing number of Asia’s millionaires are turning to independent wealth advisers, who offer professional advice for a fee much like doctors and lawyers do.

Without pushing clients to buy financial assets, they offer an alternative to wealth managers working for private banks, which traditionally generate revenues on commission.

Banks put the focus on selling and this can sometimes lead to risks being overlooked in favour of revenue, according to analysts.

“My positions were restructured and portfolio risks were managed,” said Tan, a publicity-shy father of two who owns a range of high-end cars.

“I feel a lot more comfortable now about my market exposure,” added the self-made businessman whose assets are now more than US$40 million.

Shifting client base

An exporter of manufactured goods in his 40s, Tan had heard about independent wealth advisers being quite popular in Europe and readily agreed when approached by a friend to try a Singapore-based firm.

“The concept and acceptance of independent wealth managers is certainly on the growth trend,” said Justin Ong, Asia Pacific asset management leader at consultancy PriceWaterhouseCoopers (PwC).

This growth “is due to the demand for more transparency and also objective client service”, he told AFP.

Most of Asia’s investing public still favour commission-based selling, but the ultra-rich and “more sophisticated families” are more open to objective advice from independents, Ong said.

He added that while Asia’s wealthy still prefer to invest in property, stocks and bonds, “passion” investments like yachts, wines or private jets are preferred by a niche segment.

Capgemini and RBC Wealth Management say the total assets of the Asia Pacific’s 3.68 million millionaires were US$12 trillion in 2012 and were expected to reach US$15.9 trillion by 2015. That beats forecasts of US$15 trillion for North America.

More of the rich in the United States and Europe take independent advice than those in Asia because family businesses in the West can date back 200 years or more, according to Mandeep Nalwa, chief executive of Singapore-based Taurus Wealth Advisors.

Independent advisers manage around 30% of the assets of the rich in the US and Europe, but the figure is just under 3% in Asia, where most family businesses are still run by their elderly founders, he added.

Trust deficit

But the low base also means there is room to expand for both private banks and independents as the region mints more millionaires, and founders of family businesses hand over management to their children.

The 48-year-old scion of an estimated US$4 billion Asian fortune told AFP that patriarchs like his nearly 90-year-old father who built the business from scratch “are used to making all the final decisions”, and are not inclined to rely on advisers.

But their children are likely to be Western-educated “so we tend to trust advisers more”.

Nalwa said the 2008 crisis helped Asians realise the the value of independent advice.

“The biggest affliction of the wealth management industry is a deficit of trust. Clients make a lot of money when the financial markets move up but when a crisis comes they give back most of it to the market,” he told AFP.

“That deficit of trust is caused by a push toward selling product rather than giving advice.”

Abhineet Kaul, principal consultant at Frost Sullivan, said the need for “dedicated, independent” advice will help drive demand.

He sees a move toward the separation of trustee functions in which private banks remain the custodians of the money and independent wealth advisers take on the management role.

“In principle, this offers the best of both worlds,” he said.

Independent wealth advising firms in Singapore number about 30, from about four just six years ago. Nalwa’s Taurus has expanded from only two people in 2008 to 24 now, with the value of “assets under advice” totalling US$900 million.

Clients range from top-earning professionals to big family businesses.

“The crisis in 2008 shocked people to the core… Assets now need to be managed in a different manner,” said Nalwa.

– AFP

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Sunday, May 25th, 2014 EN No Comments

How to avoid becoming extinct as technology disrupts wealth management

Historically, technology in the wealth management industry has been limited to offering investors online access to account balances, and perhaps to a client portal where they can obtain performance reports or read market commentary from an adviser. Compare this to what consumers today can find online. Advisers are now competing with the online budgeting, planning and analysis services provided by a variety of finance and banking websites, many of which provide online personal financial management on their websites. Investors can access online holistic planning and investment management through a growing number of “robo-advisers” and their associated mobile apps. Simply by surfing the web, consumers are exposed to far more sophisticated levels of technological engagement than they can get through their traditional adviser relationship. And this is going to drive change.

The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days. Wealth managers would do well to consider what happened to 401(k) providers in the 1980s. Back then, participants in 401(k) plans could only see their account values on a quarterly basis. Investors in mutual funds, however, were able to get their account values on a daily basis. This naturally led investors to wonder why they couldn’t also get daily updates for their 401(k)s, since these were, after all, similar types of accounts. At this point, mutual fund provider Fidelity stepped in to offer a 401(k) service that provided daily account values. Fidelity went on to become the dominant 401(k) service provider, in the process burying the market leaders of the time, such as Bankers Trust. Today, mutual fund companies remain the nation’s dominant 401(k) providers.

This is a perfect example of consumerfication, where people get accustomed to a technological advance in one area of their lives and come to expect that same benefit in another area. Technology inevitably drives change indiscriminately, and winners and losers emerge across diverse industries. The same type of disruption is happening right now in the wealth management industry, although it has not yet been sufficiently recognized. Many advisers are at risk of becoming the 21st century’s Bankers Trust. To avoid this, they need to pay far more attention to the technology that consumers are using in other areas of their lives, and recognize how profoundly this will impact expectations and determine client-adviser relationships.

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MEETING CLIENT EXPECTATIONS

Not only are online sites compressing fees and commoditizing portfolio management, but they are doing so with smart user interfaces. Advisers must match this level of sophisticated design and recognize that individuals come to them at different stages in the cycle of consuming financial advice. For example, lead generation technology should offer a highly engaging interface to prospects. When the individual becomes a client, the technology cannot simply consist of receiving performance reports. It has to tie into client goals and define portfolio performance as progress against those goals.

In addition, clients should be able to opt into an adviser-assist model that presents an entirely different interface, one focused on the adviser, with premium functions and services that clients cannot manage on their own. The adviser-assist model can provide a greater wealth of information and more holistic planning options to address investor concerns such as risk or tax management. They can provide clients with even more benefits than the leading national sites because only advisers are able to add local context to wealth management services. Advisers know the local standards of living, housing markets and service providers, such as banks and insurance companies. They know the community. By capitalizing on this depth of knowledge, they can compete on the technological front with the national sites and can “out-local” the online-only companies with personalized expertise.

EXPLAINING FEES

Investors can now go to the web and get respectable money management for 15 or 25 basis points, or even for free. Or they can turn to an adviser, who will provide everything from financial planning to hand-holding, and charge 1% of funds under management. Obviously they won’t get as much attention online, but if investors can get sophisticated portfolio management with periodic re-balancing for 25 basis points, why pay 1%? This sounds a lot like the questions asked by 401(k) investors in the 1980s. In response, advisers must change how they communicate their fees. Here is what they need to say to a client: “For my portfolio management services, I charge 25 basis points, and for my advice, I charge 75 basis points.”

Advisers need to explain that where they add tremendous value is in closing the gap between investment returns and investor returns. Morningstar Inc. has brilliantly illustrated the difference between what an investment product returns and the actual return that investors get. Investors may not benefit from the full investment returns because, for example, they bought high or sold low. A good adviser, however, can close the gap by extending holding periods or helping investors to stay the course. In addition, advisers will respond to on-demand questions, provide financial planning or explain financial strategies to family members. In discussing fees, their advisory services should be explicitly separated from portfolio management, which is rapidly becoming commoditized. Advice is the extra value that advisers provide, and they should be clearly communicating it.

MARKETING IN THE DIGITAL WORLD

If advisers are to create a compelling digital presence, they need to be smarter about how they interact with prospects and clients. It must be said that marketing as a strategic function has not really penetrated the wealth management industry. Discussions focus on marketing tactics, such as using LinkedIn or Twitter, but advisers need to recognize that strategic marketing should drive their interactions with clients across all channels, whether these be tweets, phone calls, e-mails or personal meetings. Consumer-based businesses have demonstrated the critical importance of using marketing automation technology to capture all interactions with clients within their CRM, whether clients are visiting their website, opening an e-mail or engaging in a Twitter chat. This in turn generates leads that are nurtured with automated yet targeted interactions that ultimately produce new business.

The same capability exists in the wealth management industry for forward-thinking advisers willing to embrace marketing automation. Successful advisers will be those who create similarly rich online interactions with clients, centered on the capabilities of their digital personas. These wealth managers will recognize that clients expect technology that is dynamic and responsive, and that marketing means more than client referrals. The smart advisers will know when to approach a client — perhaps when the client announces a job change on LinkedIn or changes their Facebook status to “married” or when the adviser receives an alert that a prospect was visiting their website. And rest assured: if they fail to move fast enough, another adviser will be following the digital breadcrumbs to build rewarding new relationships.

Neal Ringquist is president of Adviser Software Inc.

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Sunday, May 25th, 2014 EN No Comments

Private banks seek to cash in on wealth management

Foreign wealth management players have been exiting the Indian market, as they find this space a trifle small and, therefore, unviable. Sensing an opportunity here, domestic private banks are lining up offers to woo customers with priority and privilege banking options.

In the past year, Swiss banks Sarasin, EFG Group and UBS, as well as US-based Morgan Stanley, have exited their wealth management businesses in India.

Abhay Aima, group head (private banking), HDFC Bank, says the fact that foreign players are exiting India doesn’t mean the business here is unviable. “In fact, there is a huge opportunity in this space. The affluent segment has been growing very well and, as the Indian economy improves, more people will become affluent and the wealthy will become wealthier. At such a time, having a relationship with this customer group makes sense for the bank,” he says.

To become a priority or privilege banking customer, one has to have a high savings-account balance. For instance, to become HDFC Bank’s Imperia Banking customer, one has to maintain an average quarterly balance of Rs 10 lakh in her/his savings account, or have an average monthly balance of at least Rs 30 lakh across all his/her savings and fixed-deposit accounts.

Apart from getting wealth management advice and having a relationship manager, a customer is rewarded with benefits such as doorstep banking and exclusive offers on debit and credit cards.

Rajiv Anand, president (retail banking), Axis Bank, says banks’ increased focus on priority banking stems from the fact that the number of affluent people in the country is expected to rise; Axis Bank wants to cash in on this opportunity. “It is expected the affluent segment will grow at a 20 per cent annual compounded rate through the next five years. This is faster than the growth in other segments. Further, this segment has been profitable for the bank and, therefore, it makes immense sense to focus on it.”

A December 2013 Karvy wealth report said the overall wealth of individuals in India was expected to double from an estimated Rs 202 lakh crore to Rs 411 lakh crore through the next five years. With the number of high net worth individuals and ultra net worth individuals also expected to increase, clearly, Indian private banks don’t want to miss the bus.


AFFLUENT BANKING

  • Five foreign wealth management players have exited India in past one year
  • Sarasin, EFG Group, UBS Morgan Stanley have wound up operations in India
  • Report indicates wealth held by individuals in India expected to double by 2017: Karvy
  • Wealth expected to increase from Rs 202 lakh crore to Rs 411 lakh crore: Karvy

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Saturday, May 24th, 2014 EN No Comments

News Review – HSBC Holdings, (NYSE:HSBC), Aon plc, (NYSE:AON), E …

Birmingham, West Midlands — (TechSonian) — 24 May 2014 — HSBC Holdings, (NYSE:HSBC), offers a variety of banking and financial products and services. The company’s Retail Banking and Wealth Management business offers a variety of personal banking products, including current and savings accounts, mortgages and personal loans, credit cards, debit cards, and local and international payment services; and wealth management services comprising insurance and investment products, and asset management and financial planning services to individual customers.

HSBC Holdings plc (ADR) (NYSE:HSBC) traded 1.53 million shares in the last business day while the average volume of the stock remained 1.95 million shares. The stock showed a negative movement of -0.12% to end at $51.91. The 52 week range of the stock remained $48.86 – $57.97.

Has HSBC Found The Bottom And Ready To Gain Momentum? Find Out Here

Aon plc, (NYSE:AON), announced congratulated Louis van Gaal on being named the new manager of Manchester United.Aon also applauded the announcement of Ryan Giggs as Assistant Manager.

Aon Plc (NYSE:AON) reported 1.49 million shares were exchanged during the last trade, while the average volume is about 1.46 million shares. The stock escalated +0.47% and finished the day at $88.43. The beta of the stock is recorded at 0.82.

Why Should Investors Buy AON After The Recent Gain? Just Go Here and Find Out

E*TRADE Financial Corporation, (NASDAQ:ETFC), announced results from the most recent wave of StreetWise, E*TRADE’s quarterly tracking study of experienced self-directed investors.

E TRADE Financial Corporation (NASDAQ:ETFC) opened the session at $20.43, trading in a range of $20.22 – $20.46, and closed at $20.32. The stock showed a negative performance of -0.59% in the last trading session. The stock traded on a volume of 1.48 million shares and the average volume of the stock remained 4.82 million shares.

Will ETFC Get Buyers Even After The Recent Rally? Find Out Here

Prologis, (NYSE:PLD), announced it will be the sole sponsor of FIBRA Prologis, a real estate investment trust in Mexico.The Class-A portfolio totals 29.7 million square feet (2.8 million square meters) and includes 177 strategically located logistics and manufacturing facilities in Mexico, of which 61 percent are located in Prologis’ global markets and 39 percent in its regional markets.

Prologis Inc (NYSE:PLD) the stock advanced +1.28% and finished the session at $41.02. Traded with volume of 1.48 million shares in the prior session and the average volume of the stock remained 2.58 million shares.

Will PLD Continue To Move Higher? Find Out Here

 

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Saturday, May 24th, 2014 EN No Comments

Adams Hall ranked high on CNBC list; Disciplined Investments also ranked

Two Tulsa firms have been ranked in CNBC’s 2014 list of Top 100 Fee-Only Wealth Management Firms.


They are Adams Hall Wealth Advisors at No. 6 and Disciplined Investments LLC at No. 60.

The CNBC Digital editorial team, along with Meridian-IQ, compiled the rankings using a proprietary formula that looked at several factors, including assets under management, number of staff with professional designations, average account size, growth of assets, years in business, number of clients and more.

“We place special pride in our independence and unbiased allegiance to clients, so we are especially honored to be recognized in this area,” said Jana Shoulders, founder and CEO of Adams Hall, in a written statement.

“We deeply value the trust our clients have placed in us and continue to work diligently to help them meet their wealth goals. The quality of our people – both our clients and our team – continues to be our greatest asset, and for that I am immensely grateful.”

Founded in 1997, Adams Hall Wealth Advisors has 16 professionals and manages more than $2.2 billion in assets. In 2012, Adams Hall joined Leawood, Kansas-based Mariner Wealth Advisors, an independent wealth advisory firm, which acquired a majority interest in the Tulsa firm.

According to CNBC, the average account size of Adams Hall is nearly $1.6 million.

Last year, Adams Hall began offering a new service called FirstPoint Financial to provide personalized financial advice and planning to investors of all types, regardless of their net worth.

In its early days, Adams Hall worked with clients who had a minimum investment of $1 million, but that later was reduced to at least $250,000, Shoulders said in a previous Tulsa World article.

But with FirstPoint, Adams Hall can help anyone no matter how much a person can invest, she had said.

The firm’s CNBC recognition follows another one in which Adams Hall earlier this year was ranked No. 62 in Financial Planning magazine’s third annual list of “RIA Leaders: 100 Top Fee-Only Firms.”

Also included on CNBC’s list is Tulsa-based Disciplined Investments LLC, which is a registered investment adviser and subsidiary of HoganTaylor LLP.

The firm, located at 2222 S. Utica Place, Suite 200, has between 26 to 100 advisory clients with an average account size of $635,523. The firm, which has been in business 10 years, has $159.5 million assets under management, according to CNBC.


Laurie Winslow 918-581-8466

laurie.winslow@tulsaworld.com

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Saturday, May 24th, 2014 EN No Comments

Lakeside Wealth Management Seeking Marketing Coordinator

lakeside-wealth-managementPosition Summary: Plans and executes the strategic and tactical marketing needs of the company. Supports various internal and external marketing and communication projects with consistent messaging and branding.

Essential Functions:
The essential functions of the Marketing Coordinator position include the following.

PR and Community Outreach

  • Identify Chamber other key local events where the Lakeside needs to be present
  • Coordinate and attend client, community, and industry events
  • Coordinate donation requests
  • Manage media exposure, writing press releases, etc
  • Identify speaking engagement and interview opportunities for the team
  • Keep operations and advisors informed of awards and achievements by our client base
  • Coordinate applications and nominations for industry, community, state wide awards and accolades

Technology and Branding

  • Manage social media sites and educational communications for Qualified Plan and Private Wealth Divisions
  • Review all public facing branded materials to ensure it meets branding standards
  • Maintain the website, biographies, and other marketing pieces to keep them current and relevant
  • Ongoing Search Engine Optimization research and updates
  • Coordinate all printed materials with vendors
  • Budgeting and Finance
  • Coordinate marketing budget with Director of Operations and adhere to it
  • Request financial support from our vendors

Miscellaneous

  • Create and manage a marketing dashboard for monthly review
  • Create and execute marketing plan with Director of Operations
  • Proactively adjust marketing plan to meet current and future demands
  • Follow compliance procedures for all approvals through First Allied

Language Skills.

  • Ability to speak English read and interpret documents and speak effectively with co-workers and customers.
  • Mathematical Skills. Demonstrate the ability to perform the arithmetic calculations required for general purposes
  • Computer Literacy. Proficient with Keyboarding/Typing, Data Base software, Microsoft Office – Word, Excel, PowerPoint, Outlook and Internet applications/software
  • Interpersonal Communication. Ability to communicate information with peers and customers, both in person and via phone, to maintain and achieve sound business relationships.
  • Organizational Skills. Ability to manage, organize and locate paper and electronic files easily
  • Writing/Grammar Skills. Ability to write structured sentences quickly and utilize appropriate grammar

Talents:

  • Task master
  • Takes initiative
  • Flexible
  • Assertive
  • High Integrity
  • Trouble Shooter
  • Confident
  • Focused
  • Friendly
  • Organized
  • Quality Work
  • Thinker/Doer
  • Detail Oriented
  • Follow Up/Through
  • Foresight to ask questions
  • Manage Dynamic Personalities

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Friday, May 23rd, 2014 EN No Comments

Point View Wealth Management in Summit ranks fifth among advisors

Point View Wealth Management, Inc. of Summit has been named fifth on CNBC’s top 100 fee only wealth management advisors in America.

CNBC created the ranking using scores for each measure listed below weighted according to a proprietary formula:

— Assets under management

— Having staff with professional designations such as a CFP or CFA

— Working with third-party professionals such as attorneys or CPAs

— Average account size

— Client segmentation

— Growth of assets

— Years in business

— Number of advisory clients

— Providing advice on insurance solutions

The full list can be viewed at the following link: cnbc.com/id/101619698.

Founded in 1993, Point View is an independent, fee-only, investment advisor providing customized portfolio management services and comprehensive financial planning. By using primarily direct holdings of stocks and bonds, rather than mutual funds or subaccounts, Point View can more precisely match investment strategies to its customers’ risk profile, tax situation, and individual investment needs.

Located in Summit, Point View’s clients include individuals, families, charitable endowments, and retirement plans. For a complimentary consultation, contact them at 908-598-1717.

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Friday, May 23rd, 2014 EN No Comments