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Retirement was an alien concept until I turned 75. I had thought that it was for wimps, or the idle rich, or people who discovered that they weren’t irreplaceable. Or maybe not for those who could never break their established routine, or whose limited outside interests gave them no way to fill their days other than by working. Or perhaps they always had one more mountain to climb, one more...
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The Progressive Policy Institute proposes changing the entire Social Security benefit structure, tying it to years worked. All investment styles go in and out of favor, but there are a number of reasons why growth strategies could stay on top. With the SECURE Act cleared, the annuities floodgates could open and advisors ponder the effect on 401(k) rollovers. Advisors can add value by getting...
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Condominium Financial Management is the premier financial management provider for community associations in Northern California. We are a family run business bringing a personal touch to our clients, while maintaining the advantage of a professional corporation. Our principals are always...
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The knowledge and tools necessary for Insurance and Financial Services agents and managers to develop a personal strategy to get in front of highly qualified prospects, and maintain lasting relationships with existing clients. …consider prospecting made easy, exclusively designed for insurance &...
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Financial Management Association (FMA) was formed over thirty years ago when the Chief Financial Officers (CFO) of several New York agencies gathered to discuss how sharing of information and knowledge of financial issues of OPWDD, MentalHealth and SED programs could be shared among the...
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Top Financial Managers Sites (20)
Our clients want an advisor who is acting in their best interest at all times, period. Welcome to Salomon & Ludwin. We deliver fiduciary advice on a fee-only basis. We never “sell” and we never collect commissions. We devote our attention to knowing our clients well. To make a difference in their lives and in the lives of their families. We are a close-knit group of professionals serving our...
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The knowledge and tools necessary for Insurance and Financial Services agents and managers to develop a personal strategy to get in front of highly qualified prospects, and maintain lasting relationships with existing clients. …consider prospecting made easy, exclusively designed for insurance & financial services professionals by seasoned industry experts. Because, we understand “Every...
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At Money Managers Financial Group, we provide retirement planning and other financial planning services. We give pre-retirees and retirees straightforward advice that will help them meet their goals as well as make the decisions to meet the tough challenges they may face throughout retirement. Since 1987, we have worked to help people just like you avoid making costly mistakes and plan for the...
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"If you want to get ahead in business, you must know the language of business finance." - Maurice B. Goudzwaard Ph.D Hello, my name is Maurice B. Goudzwaard. I am a former Stanford and UCLA professor of finance who conducts custom made financial seminars at conferences and businesses all over the world. Financial Seminars - Customized Business Finance Seminars for All Managers. * Finance and...
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WelcomeThe Home Care and Hospice Financial Managers Association (HHFMA) is a professional organization which brings together individuals who work for consulting. Home care and hospice are moving to a rapid beat set by new laws and regulations. If your business is struggling to keep up, get help from the National Association for Home Care & Hospice (NAHC) and its affiliate Home Care & Hospice...
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The Institute of Certified Financial Managers (UK) is an initiative of two institutions: the Institute of Certified Bookkeepers, the world's largest organization of this type, with more than 100 thousand students and members worldwide, and the Institute of Commerce, one of the oldest professional institutions, which in 2007 celebrated it's 100th anniversary. The Institute of Certified Financial...
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AIC offer our clients the privileged independent alternative investment advisory services to meet their diversified investment needs. We focus on clients who share a common expectation of impeccable service, combined with the desire to experience the best privileged alternative investment the market has to offer.Our background and know how was born within the most elite banks within Switzerland...
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Makers of business acumen training games, simulations and solutions that are customized to meet your organization's learning and development needs. Employees and managers at all levels of an organization will make better decisions if they understand how the business works. Company training for new employees often leaves out what’s most important to the business: understanding how the company...
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Fulcrum is an independent, multi-asset investment manager with a global client base of institutions, wealth managers and financial advisers. Our investment process is designed to deliver stable outcomes regardless of the direction of global financial markets. Our investment expertise is understanding the drivers of asset class returns and quantifying investment risk; we aim to maximise our...
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According to the U.S. Bureau of Labor Statistics, students can look forward to a 25% increase in Master of Finance jobs through 2020. Master of Finance careers in demand include financial analysts, who are employed in almost every industry as well as in government and non-profit agencies. Their yearly salaries averaged $75,650 in 2011. Financial managers oversee a firm’s financial operations...
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Financial planning to meet your unique financial goals. Securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. MD&A Financial Management and BFCFS are independent entities. The ‘Five Star Award’ is presented to 7% of wealth managers with five years or more of experience in the financial services industry. The...
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CI Investments partners with financial advisors to offer clients a diverse lineup of investment options that suit their unique financial situation and objectives. Over 35,000 financial advisors have chosen CI Investments as a partner. We are honoured by this demonstration of trust. We believe that Canadians have the best opportunity for investment success by using the services of a professional...
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Demand Analytix helps companies develop product, marketing, and sales strategies that drive and shape product demand to meet and exceed financial goals. We do this through our consulting practice, professional services, and Business Analytics applications, which include Third Party software and our ForecastWorkbench. Demand Analytix ForecastWorkbench Software-as-a-Service was created for...
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Finance Lite seminars, workbooks and e-learning programs use everyday analogies and graphic illustrations to eliminate confusion about finance and help managers develop the skills they need to communicate financial information and make cost-effective decisions. Financial Training - Finance Training and Business Literacy - seminars, e-learning, online training, economic value added, finance...
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Portfolio managers typically charge a fee based on a percentage of the investments they manage. This fee is transparent and can be less than retail management and distribution costs, which are often embedded as a cost of doing business. It’s important to note that clients’ assets must reside at a custodian financial institution for an extra layer of protection and safety and there is usually a...
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