Million-Dollar Financial Strategies For Consultants With Dan Cuprill: Podcast #157

Consulting Success

From being in corporate America to running his own financial and personal finance firm, Dan has the experience and insights that will guide you to grow your businesses, even after you traded your. Leaving your corporate job to start your own business can be quite risky.

Racial equity in financial services

McKinsey

The financial services talent pipeline shows a lack of representation of people of color, most acutely at senior levels. Insights on Financial ServicesChanges in three key areas can help companies make progress.

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COVID-19: Making the case for robust digital financial infrastructure

McKinsey & Company

Insights on Financial ServicesThe pandemic has been a tough, real-life stress test for government disbursement schemes, highlighting opportunities but also gaps and vulnerabilities.

How quantum computing could change financial services

McKinsey & Company

Insights on Financial ServicesFully scaled quantum technology is still a way off, but some banks are already thinking ahead to the potential value.

Financial Terms Guide

Management Consulted

Though you’re not expected to be a master of finance when you join a consulting firm, you will be quickly exposed to financial terms on the job. The post Financial Terms Guide appeared first on Management Consulted. After all, at the end of the day, a business exists to maximize … Continue Reading. management consulting

A global view of financial life during COVID-19

McKinsey

As the pandemic spreads across the globe, financial decision-maker behavior and sentiment continues to shift. Insights on Financial Services

New Zealand’s Financial Crises Resilience

Tom Spencer

I have written multiple financial crises articles in the past but have yet to touch on my home turf, New Zealand. Whilst being one of the most significant worldwide financial crises in history and largest since the Great Depression, the GFC was followed by a recession in New Zealand that involved a relatively minimal output loss in comparison to other countries and in comparison to previous global crises (pdf). Economics financial stability GFC New Zealand

Financial decision-maker sentiment: Italy

McKinsey

An ongoing look at how the attitudes of financial decision makers in Italy are evolving during the COVID-19 pandemic. Insights on Financial Services

Financial decision-maker sentiment: US

McKinsey

An ongoing look at how the attitudes of financial decision makers in the US are evolving during the COVID-19 pandemic. Insights on Financial Services

How COVID-19 has impacted Black-white financial inequality

McKinsey

Insights on Financial ServicesCOVID-19 has disrupted everything from economic markets to personal finances, but not everyone feels its effects equally.

US consumer financial services: How COVID-19 is shaping attitudes

McKinsey

US financial decision makers are concerned about the economy amid the COVID-19 pandemic, according to a McKinsey survey. Insights on Financial Services

Financial decision-maker sentiment: Germany

McKinsey

An ongoing look at how the attitudes of financial decision makers in Germany are evolving during the COVID-19 pandemic. Insights on Financial Services

Financial decision-maker sentiment: Kenya

McKinsey

An ongoing look at how the attitudes of financial decision makers in Kenya are evolving during the COVID-19 pandemic. Insights on Financial Services

Financial decision-maker sentiment: Russia

McKinsey

An ongoing look at how the attitudes of financial decision makers in Russia are evolving during the COVID-19 pandemic. Insights on Financial Services

Financial decision-maker sentiment: China

McKinsey

An ongoing look at how the attitudes of financial decision makers in China are evolving during the COVID-19 pandemic. Insights on Financial Services

Financial decision-maker sentiment: Spain

McKinsey

An ongoing look at how the attitudes of financial decision makers in Spain are evolving during the COVID-19 pandemic. Insights on Financial Services

Financial decision-maker sentiment: UK

McKinsey

An ongoing look at how the attitudes of financial decision makers in the UK are evolving during the COVID-19 pandemic. Insights on Financial Services

The case for accelerating financial inclusion in black communities

McKinsey

A lack of financial inclusion for black Americans exists at every level of the financial system. Understanding the sources of exclusion is the first step to fixing the system. Public Sector Insights

Financial decision-maker sentiment: France

McKinsey

An ongoing look at how the attitudes of financial decision makers in France are evolving during the COVID-19 pandemic. Insights on Financial Services

Financial decision-maker sentiment: Turkey

McKinsey

An ongoing look at how the attitudes of financial decision makers in Turkey are evolving during the COVID-19 pandemic. Insights on Financial Services

Financial decision-maker sentiment: Sweden

McKinsey

An ongoing look at how the attitudes of financial decision makers in Sweden are evolving during the COVID-19 pandemic. Insights on Financial Services

Financial decision-maker sentiment: Nigeria

McKinsey

An ongoing look at how the attitudes of financial decision makers in Nigeria are evolving during the COVID-19 pandemic. Insights on Financial Services

William Black on Global Financial Stability

Tom Spencer

In his TED Talk from last year (watch it below) Black talks about “liar’s loans” and other tactics that the banks used to bring the global economy to its knees during the 2008 financial crisis. Black provides a bleak outlook for the ongoing stability of the global financial system, arguing that a number of key regulatory reforms are needed (including shrinking “too big fail” banks so that they no longer pose a systemic risk).

How financial institutions can help fill European retirement needs

McKinsey

Insights on Financial ServicesWestern Europe’s nonpublic retirement market is growing rapidly. To capture the business opportunity, insurers and asset managers should take on three approaches.

2008 Financial Crisis – Causes and historical context

Tom Spencer

My friends and I walked out of the Big Short several years ago feeling like a group of global financial crisis experts. Many an economics and finance course later, I see that the layers of complexities to the 2008 financial crisis are innumerable. The repeal of financial regulations, most prominently the 1999 removal of the Glass-Steagall Act , and limited oversight of the shadow banking sector aided in the creation and rapid growth of risky assets such as MBS.

Financial Shenanigans Versus Incompetence

Martinka Consulting

Tip to owners – one of the top three things you can do is have solid financial systems, accurate statements, good management reports, know your KPIs, and other metrics. The post Financial Shenanigans Versus Incompetence appeared first on Martinka Consulting.

Financial decision-maker sentiment: UAE

McKinsey

An ongoing look at how the attitudes of financial decision makers in the UAE are evolving during the COVID-19 pandemic. Insights on Financial Services

Financial decision-maker sentiment: Singapore

McKinsey

An ongoing look at how the attitudes of financial decision makers in Singapore are evolving during the COVID-19 pandemic. Insights on Financial Services

Financial decision-maker sentiment: Malaysia

McKinsey

An ongoing look at how the attitudes of financial decision makers in Malaysia are evolving during the COVID-19 pandemic. Insights on Financial Services

Financial decision-maker sentiment: Morocco

McKinsey

An ongoing look at how the attitudes of financial decision makers in Morocco are evolving during the COVID-19 pandemic. Insights on Financial Services

The age old tale of financial crises

Tom Spencer

The story of the 2008 financial crisis begins somewhere shortly after the death of Jesus Christ himself. Not 33 years after Christ’s passing did Emperor Tiberius of the Roman Empire have to rescue his constituents’ financial sanctity through the age-old process of quantitative easing. One curious use of liquidity provisions occurred in the forgotten 1929 financial crisis of Florida. Ultimately, this has proven to be an effective way of responding to the 2008 financial crisis.

A Financial Crisis Is Looming for Smaller Suppliers

Harvard Business

Supply chain Financial management Crisis management Digital ArticleTheir collapse could further destabilize the global supply chain.

The investigator-centered approach to financial crime: Doing what matters

McKinsey

The investigator-centered approach to fighting financial crime fosters collaboration among banks, law-enforcement agencies, and regulators for greater effectiveness, efficiency, and social impact.

Financial Targets Don’t Motivate Employees

Harvard Business

Adjust your messaging to focus on purpose, value, and impact. Digital Article

Wanted: Accurate Financial Statements

Martinka Consulting

Solid financial systems and (therefore) accurate financial statements are one of my four top things an owner can do to increase value and prepare for a sale. After the run of mangled financial statements I’ve seen this year it’s my number one reason, with a bullet. The post Wanted: Accurate Financial Statements appeared first on Martinka Consulting. Once again I’m in the middle of a deal where the seller treats accounting like a weak little step-sister.

Banks in the changing world of financial intermediation

McKinsey

Insights on Financial ServicesBanks sit at the center of a vast, complex system that intermediates more than $250 trillion in global funds. What happens when the system itself is significantly streamlined and reshaped?

4 Financial Innovations to Make Business Easier

Tom Spencer

Here are four (4) examples of financial innovations that can make your business easier to run. Peer lending is one of the newest financial innovations in the world today. Innovative financial solutions can be used by a business to raise the capital required to invest in new initiatives or fund ongoing projects. Anyone wanting to take their financial acumen in business to the next level should spend a bit of time researching these various tools.

Financial decision-maker sentiment: South Africa

McKinsey

An ongoing look at how the attitudes of financial decision makers in South Africa are evolving during the COVID-19 pandemic. Insights on Financial Services

The new dynamics of financial globalization

McKinsey

Cross-border capital flows have fallen 65 percent since the financial crisis as global banks retrenched, but a more stable form of financial globalization is emerging. Our Insights

Navigating the state financial crisis: Moving past business-as-usual planning and budgeting post-COVID-19

McKinsey

The COVID-19 pandemic has created and underscored countless financial-management challenges for state governments in the United States. To meet these fiscal demands, states can use the budget as a strategic-management tool. Public & Social Sector Insights

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