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Basic financial services are becoming increasingly commoditized. Growing numbers of DIY platforms empower consumers to transfer money, pay bills, borrow, trade securities and invest, all via the convenience of a mobile app or online platform.
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The COVID-19 pandemic has brought into sharp focus the importance of communication and governance in families and family offices. The most successful families and well-run family offices that support them, will learn and keep these top of mind.
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The hours in the day are some of the most valuable – and scarcest – resources we have. That’s why it’s high time for financial advisors to wholly reframe the way they think about their clients’ time.
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Nonprofit finance departments are frequently targeted by cybercriminals. Here are some simple steps to improve financial management.
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Pivoting breathes new life into a business. In fact, for many businesses, it signals the beginning of a new, more profitable chapter.
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Here are some pointers when navigating disruption — whether it's a new technology, changing regulations or more.
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Implementing AI into your everyday business operations can help to streamline daily tasks, optimize finances and more.
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The federal government now offers a research and development tax credit to the business community as a reward for organizations that pursue innovation.
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Because small and midsized law firms don't always have the financial overhead that they need, partnering with a trusted advisor can help to provide support.
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With the right technology in place, law firms can remain relevant and competitive within the industry and service their clients in a more efficient manner.
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