Reflections from an AP Managers Diary
Prior to the global pandemic, there was a growing pressure for AP to adapt to a new role within the business, one grounded in cash management strategy and sharpening visibility...
The CFO’s Guide to Business Travel Savings and Change
Because of this, odds are good the corporate travel program you had last year no longer fits today’s reality. We’ve developed this guide especially for...
Investment Management Support for Advisors: Using Outside Resources
With regulatory pressure and a growing number of investment options, the choices for investment decision-making can be daunting. Many clients want their advisors to offer...
Five Key Considerations in Choosing a Wealth Advisory Platform
The job of a wealth advisor continues to become more challenging: Investors expect comprehensive services, and regulatory changes, fintech fragmentation, and complex portfolio...
Constructing Portfolios for Today’s Changing Needs
A recent survey of investors in Generations X and Y show that 62% want their financial advisors to provide comprehensive services that go beyond managing their money.*...
99 Cryptocurrency Terms Explained: Every Crypto Definition You Need
Cryptocurrencies are digital currencies that run on decentralized computer networks called blockchains. Some of the most important and widely accepted cryptocurrencies...