When a cash flow statement model doesn’t balance, it can cause immense frustration and wasted time. The root cause of this problem most commonly resides in models being built with inconsistent and contradictory data sources.
Since the introduction of index funds in the 1970s, the investment management industry has embraced the use of software to enhance its decision-making. With robo-advisors reaching further prominence, will machines replace humans in the world of wealth management?
The EU economy is worth $15.5 trillion, 24 million companies operate within it, and there are 300 million online shoppers. Is this a market you should be in? If so, how do you serve the EU market while balancing customer service, cost, and complexity?
Some industries like healthcare and utilities are naturally recession-proof. However, if you operate in more cyclical sectors, there is a range of initiatives that you can implement to make your business more resilient to economic shocks.
Family Offices are becoming increasingly popular and prominent in investment circles. Their rise is due to changing economic conditions and the increased flexibility and control that families wish to exert with their capital.
To understand the recent decline in prominence of large banking conglomerates we must first understand the innovation history of the industry. This provides clues towards the paths banks must take for an innovative future.