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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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Tailoring the ISO 20700 Checklist to Your Consulting Projects

Effective Managers

In the dynamic world of management consulting, the ability to adapt and customize tools to the unique demands of each project is crucial. The simplified checklist for small-scale projects ensures efficiency without compromising on quality by zeroing in on those aspects of the ISO 20700 standard that would apply. Initiating Phase.

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Asset Management – Recent Trends (Part 4 of 4)

Tom Spencer

Asset management as an industry is becoming increasingly important for a variety of reasons: The world is getting wealthier, driven by growth in emerging markets. This bodes well for those looking to work in asset management. The Rise of Passive Asset Management. Here are some trends that would be good to keep on top of.

Trends 60
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Here’s what to think about When Creating a Forward-Looking ESG Strategy

Brimstone Consulting

Also critical is considering ESG from the following strategic perspectives: risk management, competitive advantage, compliance and regulation, and stakeholder perspective. Risk management The demand for corporate accountability, transparency, and sustainability has never been greater.

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Technology Ain’t Going to Solve Your Problems

Markovitz Consulting

Another client of mine invested in a fancy ERP system to help them manage the complexities of their supply chain, and better match supply with demand. Technology might actually exacerbate problems if you don’t address bad policies and behaviors first. Instead, some of them were scanning a box once and typing in 12. Then add technology.

Software 178
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Sustainable Aviation: Emerging Trends and Opportunities

Tom Spencer

These include offsetting greenhouse gas production by purchasing carbon credits, investing in more efficient gas turbine engines, using sustainable aviation fuel, and manufacturing with novel materials and 3D printing methods. Policy Incentives. The impact of governmental policy on sustainable aviation can be seen in the above plot.

Trends 88
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Starting A New Company? Do You Need Help? It Is Available

Business Consulting Agency

Capital/Financing. Policies and Procedures. Revenue Cycle Management. Supply Chain Management. Operational Efficiency. Cash Flow Management. Reputation Management. Risk Management. Strategic Alliances/Triangulation. Mergers/Acquisitions. Expansions/Consolidations. International Localization.

Company 52