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Fast Company
September 2014
Austin Carr |
Back To Square One The coming months for Square will be pivotal. As it burns through cash, the company must create new sources of revenue to justify its high valuation; in the process, it will try to prove that it can create a hugely profitable business as well as a transformative one.   |
HBS Working Knowledge
August 4, 2014 |
Why Small-Business Lending Is Not Recovering Lending to small businesses has not returned to levels seen before the financial crisis. Karen Mills, former head of the US Small Business Administration, explains the reasons. |
Registered Rep.
August 4, 2014 |
The Ten to Watch in 2015 The people listed here bear watching closely, if only because they represent the kind of sweeping changes transforming the wealth management industry, almost always for the better. |
Registered Rep.
July 25, 2014
Anne Field |
Where Are They Now? Occasionally, we go back and see how some of these advisors have fared after receiving our advice. We want to know if it helped and what their plans are for the future. |
Registered Rep.
July 24, 2014
David Grau Sr. |
Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice. |
Registered Rep.
July 24, 2014
David Armstrong |
Editor's Letter: August 2014 In this issue we highlight ten individuals we think bear watching over the next year, both because of the specific things they are doing, but more broadly because of the changes taking place in the financial industry. |
Registered Rep.
July 21, 2014
Debbie Carlson |
Investing in Water Whether it is concern about climate change, global population growth or the need to revamp aging water infrastructure, investment advisers say the water sector offers long-term investment opportunities. |
Registered Rep.
July 21, 2014
Brad Zigler |
The Case For Currencies Adding currency exposure - at least in the form of a carry trade product -can improve risk-adjusted returns compared to other alternative investments. |
Registered Rep.
July 18, 2014
Mindy Diamond |
The Waiting Game Just as you can't time the market, you can't time a move to another firm -- or, at least, you shouldn't. |
Registered Rep.
July 16, 2014
Diana Britton |
Asset Management Growth Belies Systemic Decline in Revenue The global asset management industry had a pretty good 2013, with record assets under management and profits soaring 17 percent over 2012, a new Boston Consulting Group report shows. |
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