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Leveraging Artificial Intelligence in Finance

Tom Spencer

In the ever-evolving world of finance, where data analysis and informed decision-making are vital, the emergence of artificial intelligence has proven to be a transformative force. This article will delve deeper into four ways in which AI is reshaping the world of finance, improving data analysis, and redefining decision-making processes.

Finance 78
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2024 Events for Project Managers, Business Leaders, and Industry Professionals

Epicflow

Check out our selection of events for project/resource managers, business leaders, and industry professionals, which will provide you with valuable insights into recent trends and challenges, networking opportunities, and contribute to your professional development.

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Bridging the Gap: From the Consulting Industry to the Management Consulting Profession

Effective Managers

In the world of consulting, a distinction is often overlooked: the difference between the industry at large and the profession of management consulting. Understanding the Consulting Industry The consulting industry is broad and diverse, encompassing a wide range of services, expertise, and methodologies.

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Internal Strategy: Lessons Learned (1 of 2)

Tom Spencer

I initially started out my career in management consulting, exited to an internal strategy team in industry, and pivoted back to consulting. In this article, Part 1, I will describe my experience of working in an internal strategy team and some of the main projects and activities I undertook. Consulting Style Projects.

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Asset Management – Industry Overview (Part 1 of 4)

Tom Spencer

Asset managers are institutions that ‘manage money’ on behalf of certain beneficiaries. Well, asset managers aim to understand client investment objectives and invest client funds in a variety of financial products and asset classes. Major traditional asset managers include: Blackrock. Affiliated Managers.

Industry 113
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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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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.