Strategic planning in a time of rapid change When businesses and the financial markets are changing at breakneck speed, the idea of creating a strategic planning process sounds daunting and arduous. But having a solid strategic framework is more important than ever in... read more
The benefits of technology can carry a cost that doesn’t always receive much attention from franchise owners. It’s the significant increase in business risks that encompasses everything from the latest cyber threats like ransomware and denial of service attacks to... read more
Using technology to enhance the client experience Most of today’s successful businesses use technology to help them accomplish more in less time. And, in terms of technology, the past three decades have been particularly transformative in many ways. One particular... read more
Choosing Fixed- or Variable-Rate Business Financing By Rick Dennen Traditionally, commercial borrowers have had limited options in the type of financing available to meet their business needs. Whether the purpose was for business growth or simply boosting... read more
Women strengthen the RIA industry No matter where you turn, a current topic of discussion among RIAs is the impact women can have on the industry. The impact of women, however dissimilar they may seem, could be deeply integrated with other notable trends. The industry... read more
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