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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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Capitalizing Software During an Agile Transformation

Johanna Rothman

A client wants to know how best to calculate their software capitalization. I am not a finance person. If you need to capitalize, talk to your finance people. There's a great introduction article, Capitalization of software development costs.). That helps overall sales and support. And, everything just worked.

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Technology Ain’t Going to Solve Your Problems

Markovitz Consulting

I was at a conference for internet retailers two weeks ago and was overwhelmed by the software and hardware solutions promising to solve all their operational problems and turn their ecommerce businesses into a highly profitable, eight figure monsters. They’re lying. Technology is not, by itself, the answer. What happened?

Software 178
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Strengths Multiplied

CaseInterview.com

If someone I work with is fabulous at sales but terrible at finance, when we work together, I benefit from their talent in sales, and they benefit from my talent in finance. The top software developer doesn’t always become VP of engineering. Cook was and still is exceptionally masterful at supply chain management.

Finance 98
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Optimizing Project Accounting: A Game-Changer for Professional Services

Progressus

Let’s delve into how a robust project accounting strategy can revamp project management, enhance forecast precision, and uplift profitability. For companies where projects are the heartbeat, sales, marketing, and client servicing are the vital vessels supporting this heartbeat.

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The Ups and Downs of a Career in Consulting

Tom Spencer

Without a doubt, a career in the management consulting industry comes with many short- and long-term benefits. For example, digital marketing executives would just focus on digital marketing; sales executives on sales for a particular set of products, and so on.

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Management Consulting versus Investment Banking

Management Consulted

The cons of investment banking – the long hours, the repetitive and unengaging nature of the work, the lack of non-finance exit opportunities – mattered far more to me than a 6-figure salary. Relationship with coworkers, managers, and firm. This is less discussed but equally important. CONSULTING.

Banking 272