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Articles tagged: Financial Services
Managing Your Relationship with Your Business Lender in Times of Crisis
A bump in the road can quickly sour your great relationship with your commercial lender. Here’s how to find help and keep your lender happy. Read More
Eight Reasons Why Blockchain Technology Won’t Be Stopped (And Shouldn’t)
Blockchain technology and cryptocurrencies offer disruptive—but secure—ways of using currency, making payments and documenting contracts. Read More
What the Financial Industry Should Know About Gen Z and Millennial Banking Habits
Millennial banking habits are making financial institutions rethink their strategy, and Gen Z is not far behind in shaping Fintech trends. Read More
Introducing SOFR: Benefits and Challenges of the LIBOR Replacement
SOFR is set to fully replace LIBOR by June of 2023. SOFR is a transparent and reliable alternative, but it comes with its own challenges. Read More
5 Rules for Building a Solid Family Office Structure
A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations. Read More
Guidelines to Improve Your Company’s Banking Relationship (In the Style of Poe’s ‘The Raven’)
In order to improve your banking relationship and get the most favorable terms from your lender, focus on two things: character and cash flow. Read More
6 Considerations for Business Owners When Hiring an Investment Banker
When it’s time to sell, you need to hire an investment banker that can best tell your story to investors. Get tips for evaluating bankers. Read More
Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not
Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter. Read More
The Importance of an Integrated Financial System in Your Business Infrastructure
An integrated financial system allows your business to automate financial processes, keep data current and make better financial decisions. Read More
The Financial Urban Dictionary: A Financial Planning Glossary to Help You Speak with Your Advisor
Don’t let fancy financial advisor language intimidate you. This financial planning glossary explains the jargon with flare. Read More