Remove capabilities sustainability how-we-help-clients sustainability-and-social-impact-strategies
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Four Key Technology Trends to Watch in 2024

Bramasol

As we come to the end of another year, this is a good opportunity to look ahead at the key trends to watch during 2024. With global inflation now showing signs of significant abatement, we are switching back to Global Sustainability as the fourth key trend for 2024. SAP operates 57 data centers at 32 locations in 15 countries.

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How Generative AI is Impacting the Digital Solutions Economy

Bramasol

This new blog post in our ongoing series about the Digital Solutions Economy™ (DSE) looks at how new developments in Artificial Intelligence (AI) are impacting the ways that companies deploy and manage subscription-based, usage-based, entitlements, ratable, bundled, and other DSE offerings.

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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions. How advisors can help their clients turn their HSAs into wealth-building machines. He can be reached at [email protected].

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Weekend Reading For Financial Planners (Nov 5-6) 2022

CFO News Room

Also in industry news this week: How an SEC review of a FINRA proposal to facilitate remote work could signal its thinking on the supervision of remote work for financial advisors more broadly. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

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Looking Ahead at Five Key Trends to Watch in 2022

Bramasol

As we near the end of yet another tumultuous year and acknowledge that even the best predictions do not always align with how reality unfolds, it is still a good opportunity to look ahead at some of the key trends that are most likely to have big impacts on 2022.

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Finance execs in South East Asia: How to overcome your hurdles

Future CFO

These two executives shed light on the challenges facing finance executives in SEA and how they could address those issues. How are these challenges different from those facing professionals globally? At the same time, the finance function also needs to address new challenges rising out of the pandemic.

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Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households.

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