The Future of … Big Data Use by Financial Services
Would it surprise you to learn that 83 percent of financial services firms report that data is their most valuable strategic asset? Read on to learn more.
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Author: Kimberly A. Branch, CFP®
Overcoming Challenges to Reinvent Yourself
Even in an industry accustomed to transformation, the change in financial services today has never been faster and of greater breadth. Reinventing your business to prosper in a changing environment begins with taking four simple steps.
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Medicare Primer
In this post we will discuss who qualifies for Medicare, what medical expenses are covered and why a Medigap policy is crucial.
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Democratizing Art: The Elusive Alternative Investment
Individual investment in art is generally limited to direct investment and through art funds, but each is not without their risks. This post explains why.
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Teaching Children about Money
Money may be the last strain of modesty left in our modern culture. We speak frankly of relationships, feelings and failings, but rarely does anyone freely discuss his or her earnings or wealth. That’s why we need financially savvy children.
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