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96 Resources for

advisor

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BNET Resources

HSBC Rebel Urges Independent Adviser For U.S. Arm
LONDON (Reuters) - HSBC (HSBA) is underestimating problems at its troubled U.S. consumer finance arm, a rebel shareholder said on Monday and called on the bank to appoint an independent financial advisor to consider options for the unit. Activist hedge fund investor Knight...
Tags: Asset, Bank, Advisor, HSBC Finance, Asset Management, Financial Services, Investment, Hedge Fund
News items 2008-05-12
TUI Says to Approach Shipping Buyers Within Weeks
FRANKFURT (Reuters UK) - TUI AG (TUIGn), forced by dissenting shareholders to divest its shipping arm, said on Monday it would approach potential buyers for its Hapag-LLoyd container shipping unit in late May or early June. "We have reviewed and selected experienced external advisers to...
Tags: Shareholder, Advisor, TUI, Financial Accounting, Investment, Finance, Oukbs
News items 2008-04-21
Report Clears Adviser's Role in Wireless Auction
By Peter Kaplan WASHINGTON (Reuters) - An investigation has cleared a for-profit adviser of any blame for tripping up U.S. government plans to create a wireless network that could be shared with emergency workers. The Federal Communications Commission's inspector general said...
Tags: Federal government, Wi-Fi, airwave, auction, FCC, advisor, blame, wireless network, payment, U.S. Government, Verizon Wireless, wireless, agency, Washington, VoD, Thomson Reuters Corp., financial, network, partnership, wall, TV, agreement
News items 2008-04-25
Fair Isaac Blaze advisor Business Rules Automate Risk Decisions for AIGTradeCredit.com
American International Group, Inc. (AIG) is a leading US-based international insurance and financial services organization with member companies that write a wide range of insurance products in approximately 130 countries and jurisdictions around the world. AIG wanted to expand its TradeCredit.com credit risk system to meet the demands of international...
Tags: Fair Isaac Corp., credit management, insurance, advisor, financial
Case studies
How to Do the *People* Side of Outsourcing Right
The client is a complex mix of international investment adviser companies that provide advice, investment products and asset management services to clients worldwide. The decision to outsource part of the subsidiary's IT functions to an offshore company was summarily handed down four years ago and came from the highest levels...
Tags: outsourcing, asset management, IT services, outsource, information technology, asset, software
Case studies
Guardian Capital advisors: Investment Firm Tracks a Wealth of Client Information
Guardian Capital Advisors (GCA) offers investment management services to high net-worth individuals, and manages portfolios for individuals, corporations, foundations, and other organizations. When the vendor halted support for GCA's CRM system, GCA decided to look for a low-cost, robust CRM tool that could integrate with existing systems, prove easy to...
Tags: Customer relationship management (CRM), Advertising & Promotion, Enterprise software, CRM, CRM system, customer service, Microsoft Corp., tool
Case studies
Of Trust and Trustiness
Two of our Insight bloggers, BNET1's Jon Haeber and Sales Machine's Geoffrey James have recently written about trust, each from a different angle. In "Three Reasons Why Trust Matters Online," Haeber noted that people are more and more skeptical online than they've ever been, that search engines...
Tags: Sales strategy, Investment, Blogging, Michael Mattis
Blog posts 2008-03-04
Trusted advisor? Yeah, Right.
Corporate executives and sales managers are always telling sales professionals that they should strive to be "trusted advisors" to their customers. Fair enough. However, if sales pros are supposed to be "trusted advisors" why do so many sales managers treat their employees like wayward, lying children?...
Tags: Sales strategy, Sales force management, Customer relationship management (CRM), Geoffrey James, sales pro, sales
Blog posts 2008-03-04
The Downside of Being Trusted
The Downside of Being TrustedGreat stuffI love this comment. Full of the wisdom of experience. Thanks!RE: The Downside of Being TrustedAs a corollary to "Onoropu's" point, you can also have the converse. I spent many years as a sales manager in the commercial banking world where over...
Tags: Sales strategy, Sales force management, Banking, Being Trusted, sales, trusted advisor, agency, advisor
Discussion threads 2008-02-21
Time Management Technique For Agents And advisors: The Chaos Comes From How You Store Your Details
This time management technique will help successful agents and advisors to control the chaos, and not so successful agents and advisors to be more successful. When it comes to time management you want to make that a mantra running in your head always challenging yourself as to how you could...
Tags: Real estate, Investment, time management, advisor, agent
White papers 2007-12-01
Time Management Strategy For Agents And advisors: Are You Focused On Attracting The Right Clients?
This paper explains time management strategy for agents and advisors: the wrong client base prevents you from being able to manage your time no matter what time management strategies you use; the best time management strategy you can use is the strategy of only working with your ideal clients; so...
Tags: time management, advisor, agent, strategy
White papers 2007-12-01
Effective Time Management Skill for Agents And advisors: Moving Toward Ideal
When you haven't taken the time to define ideal you engage in a lot of activities, but those activities aren't necessarily productive. Focusing on ideal clients is one major way to gain increased effectiveness from your time management efforts. Achieving your daily journey means you're focusing on the most effective...
Tags: Real estate, Investment, time management, advisor, agent
White papers 2007-12-01
Mentoring Others
Mentoring is generally considered to be an activity undertaken by someone “older and wiser” in the same industry who acts as a role model, sponsor, guide, and adviser. Coaching, on the other hand, can be undertaken by someone who is not necessarily in the same industry but who can ask...
Tags: Strategy, BNET Editorial, mentor, coach, communication skill, knowledge, advisor, industry, career, training, board, network
Articles 2007-10-31
Developing a Capital Asset Pricing Model
CAPM describes the relationship between risk and expected return for an individual portfolio or security. Its underlying theory has prompted lively discussion about what “risk” actually means, asserting that only “systematic” (non-diversified) risk brings real reward to investors. Systematic risk is unavoidable, market-oriented risk that cannot be averaged out through...
Tags: Financial accounting, BNET Editorial, beta, volatility, investor, risk, investment, Capital Asset Pricing Model, theory, asset, security, advisor, stock, stock market
Articles 2007-10-12
Moving to Your Next Entrepreneurial Venture
Some entrepreneurs are absolute masters at launching new ventures. They live for the thrill of inventing a new product, developing a new service, building a business from the ground up, and attracting the customers who will make that business succeed. They may be inspirational leaders who can motivate their colleagues...
Tags: Entrepreneurship, Branding, BNET Editorial, entrepreneur, recruiting, brand name, entrepreneurial, brand, talent, advisor, asset, leader, financial, sales
Articles 2007-07-16
Sourcing Buyers for Your Business
If you’ve decided to sell your business, potential buyers could come from a number of sources, including competitors, suppliers, customers, and new market entrants. You can advertise the availability of your business through newspapers, trade magazines, and specialty publications that list businesses for sale.For many small businesses, networking is one...
Tags: Asset management, Strategy, BNET Editorial, confidentiality agreement, asking price, asset, supplier, working capital, sourcing, advisor, e-mail address, industry, small business, entertainment, Internet, sales, financial, stock, e-mail, network
Articles 2007-07-16
Do Boards of advisors Work?
I have never seen a board of advisors work after the initial few meetings. Im sure there are cases where they are managed well and it works out, but for the most part, my experience is that any initial engagement and excitement wanes and the value diminishes fairly quickly....
Tags: Investment, Will, advisor, board
Blog posts 2007-02-28
How to Construct an advisory Board
Throughout the building of Emerging Demographics, my advisory board has played an instrumental role in helping me mitigate my inexperience. An advisory board, if constructed properly, can be the main difference between a successful company and a “learning experience.” This is especially true for young entrepreneurs who need to rely...
Tags: Corporate governance, Investment, EP, advisor, advisory board, board
Blog posts 2007-02-27
Managing Perceptions
Many factors influence the way in which we perceive the world and the people in it.
Tags: perception, management, first impressions, career, performance, SEC, advisor, compliance
Articles 2007-02-01
The Role of Investment Advisers in Client Class Action Claims
What to do about class actions, settlements and related proofs of claim? This has been an issue begging for clarification for years and has been punctuated by recent class action complaints against mutual funds and their investment advisers and even more recent inquiries by the SEC's Office of Compliance Inspections...
Tags: Investment, advisor, clarification, class action, mutual fund, compliance
White papers 2005-08-11
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