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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. Wealth Management vs Asset Management Many people interchangeably use the term asset and wealth management.

Banking 78
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What gives Charity Managers a leading edge? Balancing commercial management with a social heart

The Management Centre

Chris Chadford, Learning and Development Manager at the Calico Group In this interview Chris Chadford, Learning and Development Manager at the Calico Group, shares his experience of developing managers so they have commercial, financial and innovation skills. What changes were you aiming to see?

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The Transformative Power of AI in Business

Tom Spencer

As a result, businesses are able to provide recommendations that simultaneously enhance customer satisfaction and increase sales revenue. For example, in industries like finance and accounting, AI-powered systems can process invoices, perform data entry tasks, and generate financial reports with minimal human intervention.

Data 147
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What is Project Accounting?

Progressus

The functionality necessary to complete these project management processes is simply not accessible from a simple General Ledger (GL) only. They find out quickly that using spreadsheets which aren’t integrated with the GL causes project information to be stored in multiple data silos, increasing the likelihood of reporting errors.

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Key Performance Indicators (KPIs) for Professional Services Firms

Progressus

However, managing them effectively can be challenging, given the intricacies of resource management, project performance, and diverse financial elements such as billing models, regulations, and currencies. People often generate nearly 80% of the industry’s revenue, making efficient resource management critical.

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France Seeks Another Tax on Facebook, Google And YouTube, to Finance "French Culture" Cinema

MishTalk

RT reports French broadcasting watchdog CSA eager to tax YouTube, Facebook, Dailymotion France''s Superior Council of Audiovisual, an independent broadcasting authority, wants to impose taxes on media giants like YouTube, Facebook and Dailymotion to force them to contribute to financing French culture.

Finance 78
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Wholesale Sales Unexpectedly Decline (Most in Nearly Five Years), Inventories Unexpectedly Rise

MishTalk

Finance reports U.S. Wholesale Inventories Rise, but Sales Drop Sharply. wholesale inventories rose more than expected in January, as companies built up stocks of autos and machinery, though sales posted their largest decline in nearly five years. Sales at wholesalers fell 1.9 Sales of nondurable goods were down 3.2

Sales 69