Management Related Topics 
Wealth Management
MARCH 11, 2025
Mount Lucas Management's COO, Senior Portfolio Manager & Managing Partner, Jerry Prior drops a ton of insight about investing in managed futures. During this very informative and fun conversation.,
Wealth Management
MARCH 13, 2025
Without the benefit of exploration, its easy to fall into the mind trap that says, Its all the same no matter where you go.
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Wealth Management
MARCH 25, 2025
The RIA aggregator will offer both in-house and third-party investment strategies on the platform, which will be led by former Vestmark product lead Lauren Yeaton Hunt.
The Big Picture
JANUARY 17, 2025
He discusses how he became a financial journalist, and eventually Director of Financial Education for Citi Personal Wealth Management. The global financial services firm manages $431 billion and is owned by insurance giant Msss Mutual. Last summer, Jonathan received a terminal diagnosis and announced it at his site and on social meda.
Advertiser: G-P
This eBook offers the top five business benefits to building a remote, global team, what to expect when handling the logistics of hiring and managing people around the world, and strategies for attracting, engaging, and retaining top talent.
Nerd's Eye View
NOVEMBER 25, 2024
Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.
Nerd's Eye View
DECEMBER 18, 2024
For investment management services, documenting the entire client engagement – such as onboarding, reviewing and recommending portfolio adjustments in line with collected suitability information, opening and funding accounts, conducting periodic reviews, and rebalancing – can help clearly evidence the services provided.
Advertiser: G-P
What factors will affect growth, TA, and team management in 2021? From remote work becoming a mainstream way of doing business to talent shortages beginning to change the way companies build their teams, the global workforce will change rapidly this year.
Advertiser: G-P
What factors will affect growth, TA, and team management in 2021? From remote work becoming a mainstream way of doing business to talent shortages beginning to change the way companies build their teams, the global workforce will change rapidly this year. Download the eBook today!
Advertiser: G-P
Employer branding is a long-term strategy that helps companies manage the knowledge and perceptions of current and potential employees, convey the values and characteristics that define your organization’s culture, and promote commitment and pride in belonging to your company’s workforce on a global scale.
Advertiser: G-P
However, while this provides companies with new and exciting opportunities, it also comes with its challenges, one of which is managing employees in various countries. Remote work has opened the doors to hiring the best talent, wherever they may live.
Speaker: Duke Heninger
You’ll walk away with insights into the following: 🔍 Understand the key components of the Fractional CFO Toolkit 🛠 Breakdown of the Six and Two Systems to streamline financial management 🎯 Align financial activities with strategy using the 3S approach 🤝 Enhance the value you deliver with actionable strategies and minimum (..)
Speaker: Chandra McCormack, CPA, MBA, NACD.DC
Seasoned CFO and Board Member, Chandra McCormack, will guide you through: Best practices for accounting and operations to create a strong foundation for financial success 🏆 Building the backbone of the organization and team building with an eye to culture 🛠 Mastering the balance between managing operations and driving growth 💡 (..)
Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth
Professional money management has always seemed to be for a niche group of people when in actuality, almost everyone can benefit from this with the help of the right financial advisor. Personal finance apps vs. professional money management. The importance of fostering inclusion and belonging in money management.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before.
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