1 visitor like this article | Viewed 2602 times | 0 comment
Summary: Taxi services think inside a box. So did Blockbuster. So does Microsoft.But here’s the thing. Uber, Netflix, and Apple also think inside boxes. So do you. So do I.
1 visitor like this article | Viewed 3174 times | 0 comment
Summary: As June begins and the busy spring conference season comes to an end, it's time for the annual summer slowdown in the advisory business - when clients begin to travel and are harder to schedule for meetings, advisors themselves go on summer vacation with family, and there's a lot (or at least a little!) more time for relaxing and reading books.
1 visitor like this article | Viewed 2714 times | 0 comment
Summary: Financial technology is booming.CB Insights reported that global investment in fintech companies grew from $4 billion in 2013 to $12 billion in 2014. The majority of that money is coming from traditional banks and insurance companies, but the two biggest fintech spenders are actually the investment arms of Google and Intel.
1 visitor like this article | Viewed 2679 times | 0 comment
Summary: While compliance officers are more confident in their firms’ use of new communications channels for business, including social media, they’re concerned about the retention and production of text messages, with most firms that allow their employees to conduct business via texts stating they have "minimal to no" confidence in their ability to produce such messages during a regulatory exam, according to a survey released Friday by Smarsh.
1 visitor like this article | Viewed 2628 times | 0 comment
Summary: We work with partners from formation to succession. We provide a “how-to” guide to get the most out of their specific partnership, so they can have a thriving business and a great relationship. We take business partners through a process; generally this involves assessing where they are, conducting facilitated meetings, and capturing what they have agreed to.
