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Wealth Management: Building and Protecting Fortunes

Tom Spencer

Wealth management is a critical field that helps high net worth individuals and families to achieve their financial goals and maintain their financial assets over the long-term. Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management.

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Navigating the Impact of AI in Management

Girard Training Solutions

As more Artificial Intelligence (AI) engines and apps enter the scene of modern management, leaders find themselves both excited and apprehensive about the potential influence bots can have over their jobs. How do you know when you need to leverage AI in management or bring your human qualities to a situation?

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Crisis Management: How Did the Financial Services Industry Fare During 2020?

Clarity Consultants

In 2020, the financial services industry had to put its crisis management plans into action. Good Crisis Management Is Purposeful and Proactive: Companies with Robust Technology Strategies Were Better Prepared. Similarly, offering training focused on the execution of various crisis management plans is wise. Contact us today.

Financial 104
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Technical Women Are Software Managers

Johanna Rothman

One of my reviewers for the Modern Management Made Easy books asked a fascinating question: I've never seen this many women in management or in senior leadership positions. Too many of these educated people had no idea how to work as a collaborative team. And, the managers? Management Is About People.

Software 111
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Product Roles, Part 5: Component Teams to Create Slices

Johanna Rothman

As I've written these product role posts, a number of you have asked about how to use component teams. You want a more agile approach to manage the interdependencies among the teams. Each team has the capability to build and test the entire product at all times. Once the teams decide what to do, they can tell the managers.

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Project Management Areas You Need to Rethink

PM Alliance

The core functions of project management are the same as they’ve always been, but much has changed in the rest of the business world that influences how project teams plan, monitor, and execute projects. It can also be a useful option to trim travel expenses and minimize downtime, further enabling cost efficiency and productivity.

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Empower Your Project Team to Make Even Better Use of Technology

PM Alliance

And this doesn’t just mean understanding project management software. Digital training options enable users to pursue ongoing education at their own pace and most are accessible no matter if employees are working in the office or remotely. Technology is present every day in almost every workflow.

Software 100