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Asset Management – Client Segmentation (Part 3 of 4)

Tom Spencer

Retail Wealth Management. Retail investors are everyday investors without much buyer power. Generally, retail investors are individual investors with liquid investable assets of less than $1 million – although the allure of a more bespoke investment counsel is not compelling until $5 million.

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Asset Management – Valuation (Part 2 of 4)

Tom Spencer

The type of client that the firm services will also affect this metric – a firm that deals primarily with retail clients will charge much larger fees on their AUM than a firm that deals with institutional clients. The outperformance of the asset manager versus its benchmark – which can be looked at as alpha generated. Image: Pexels.

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What the Best Transformational Leaders Do

Harvard Business

Some companies that made the list were obvious choices; for example, the biggest online retailer now gets most of its profit from cloud services (Amazon). While Amazon has expanded its core retailing platform into new categories, such as food and streaming content, in parallel it has built the world’s largest cloud computing enterprise.

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5 Questions That Will Help You Stay Ahead of Your Disruptors

Harvard Business

They see disrupted incumbents from retail, finance, health care, transportation, professional services, and manufacturing requiring radical restructuring of assets, productivity , and innovation. How best to draw actionable inspiration from Grove?

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2014 List of Strategy Consulting Firms in Sydney

Tom Spencer

Deloitte Consulting offers a broad range of services including Pricing & Profitability Management, Enterprise Cost Management, M&A, Enterprise Sustainability, Finance Transformation, Governance Risk & Regulatory, Health Care Reform, and Infrastructure Transformation. Edgar, Dunn & Company. Website: edgardunn.com.

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Australia's Alleged Conservatives Surrender to Unions; GM Australia vs. GM US; Currency Madness Everywhere

MishTalk

When these protected companies and industries cave in to unions, these new wages and working conditions become the benchmark and these wages flow onto every other sector. The same thing needs to happen in Australia, across the board: in manufacturing, in restaurants, and in retail stores of all kinds. Looking for madness?

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4 golden tickets to capture CX ROI

1 to 1

The chief customer officer of ClearAction Continuum reveals four — just four — CX ROI benchmarks to prioritize during the “ Four Gold CX ROI Metrics LinkedIn webinar hosted by the European Customer Experience Organization (ECXO) earlier this month. They already know focusing on too many goals at once means there’s no focus at all.

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