Tagged advisors
Press Release
Top 100 Healthcare IT Consultant Project Areas in Highest Demand: Leading Advisory Firms Driving the Future of Healthcare Innovation
Accenture, Deloitte, PwC, Huron Consulting Group, Nordic Consulting Partners, Chartis Group, McKinsey & Company, Optum, Clearwater, Cognizant, Salesforce, and Vizient Honored for Excellence Across Multiple Top Consulting Engagement Topics, Driving High-Impact Outcomes and Industry Leadership in Healthcare IT for 2025
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BITPOINT Appoints Senior Fintech Advisory Board for Latin America
The company has undergone a successful expansion plan in recent years since they arrived in Latin America from Japan in 2018. BITPOINT's executives say that the plan has not stopped yet and that they are preparing to launch in other territories in the region with their compliant crypto-to-FIAT business model. Read More
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International Business Consultant Jack Veale Introduces Critical Checklist Workbook to Prepare Families for an Unexpected Funeral
COVID-19 has taught business owners, their professional advisors, their caregivers, and their families that the unexpected can happen and that preparation is the key to lowering the stress and uncertainties of the funeral process. Read More
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Podcast by International Business Consultant Jack Veale Prepares Families for an Unexpected Funeral
COVID-19 has taught business owners, their professional advisors, their caregivers, and their families that the unexpected can happen and that preparation is the key to lowering the stress and uncertainties of the funeral process. Read More
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FindBob Platform Now Available to Financial Horizons Group's Network of Advisors for Succession Planning and Teaming
Financial Horizons Group, in collaboration with FindBob, announced that BookMark, a web-based succession platform, is now available to the entire network of Financial Horizons Group advisors. Read More
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Bad Ass Advisors Announces Partnerships With Nation's Top Accelerators and Founders Networks
Bad Ass Advisors is kicking off 2016 by teaming up with HAX, Alchemist Accelerator, Acceleprise, Vator Splash, F50, Kairos Society, Founder.org and Unshackled to connect their entrepreneurs and alumni with the Bad Ass Advisors' network of advisors. Read More
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Credence Independent Advisors: Will Interest Rate Rise? As Inflation Touches Five Months High
Recently the inflation rate in the United Kingdom has gone up with June seeing an increase in the prices of food and clothes. The consumer price index rose to 1.9% in the month of June from 1.5% in May. Read More
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Advisors Assistant Adds Vonage Business Solutions Auto Dialer
Click the mouse and dial the phone from inside Advisors Assistant. This new enhancement not only saves time and improves accuracy, but it date and time stamps the call with the user's name and keeps track of how long the call took. Read More
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Advisors Assistant Announces MacroRisk Integration
This new interface between Advisors Assistant and MacroRisk Analytics - the premier management platform for advisors - will allow advisors to easily transfer their client accounts from their Advisors Assistant database to MacroRisk Analytics. Read More
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Esip Finance Survey Shows Top Ways Financial Advisors Win New Business and Build Awareness
In survey results released today, research by Esip Finance describes how advisors and wealth managers are most successfully winning new business and what marketing tactics are most used to build awareness. Read More
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Advisors Assistant's® New Mobile Application Released!
Client Marketing System's Advisors Assistant® Mobile is an application specially written for Advisors Assistant web-based subscribers to provide easy access to important CRM data from their iPhone, iPad, or Android phone or tablet. Read More
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