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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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How Generative AI Will Transform Knowledge Work

Harvard Business

New generative AI-enabled tools are rapidly emerging to assist and transform knowledge work in industries ranging from education and finance to law and medicine. Generative AI can be a boon for knowledge work, but only if you use it in the right way.

Tools 96
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2018 Management Consultants Conference Takes Place in San Diego October 5-7

IMC USA

May 29, 2018 — The Institute of Management Consultants USA (IMC USA, www.imcusa.org ) announces that its 2018 annual international consulting conference, “Consult-Con 2018: Fearless Consulting in Disruptive Times” ( www.imcusaconference.org ), takes place on October 5-7, 2018 , at the San Diego Marriott Mission Hills in San Diego, California. . —

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Blockchain For Managers

Tom Spencer

Many individuals will be self-employed, and the value creation process will be overseen and managed in a way that no longer requires multiple layers of other human beings to be part of the process. For professional managers, a discussion about blockchain opens up several landmines, none of which are easily dealt with. The reason?

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Equity Research: Understanding the Role of Stock Analysts

Tom Spencer

These reports typically include information on a company’s financial performance, management team, competitors, industry trends, and any other relevant information. They also interact with company management teams, competitors, and other industry experts to gather additional information to support their research.

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Finance Can Be a Noble Profession (Yes, Really)

Harvard Business

When I ask students graduating from Harvard Business School what they’re doing next, I often get some version of “I’m going into finance but…” Then they quickly explain that finance is just a way station on the route to nobler goals. And it is truly fascinating.

Finance 28
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It’s Time for Sustainability to Become a Core Part of MBA Programs

Harvard Business

Business schools must adapt their curricula in response to the increasing demand for professionals skilled in sustainability and climate change management. The curriculum should foster a common language between disciplines, such as sustainability and accounting, and include hands-on experiential learning.

Finance 85