Family Investment Center

Here's the best financial advice the country's top advisors ever got

Financial advisors need money tips, too. In fact, sometimes a salient piece of advice led them into the industry. We asked advisors from firms that made the FA 100 list for 2019 for the best money and investing advice tips they ever received.

Here are the 10 companies with the most cash on hand

Several companies, including Microsoft, Berkshire Hathaway, Alphabet and Apple are sitting on more than $100 billion dollars of cash, which is leading some on Wall Street to question why America's largest companies aren't spending.

20 healthcare investment niches and 3 things to know: The evolution of healthcare as an...

Private equity investment in the healthcare industry has grown considerably in recent yeras. Here are 20 investment niches to know and three observations on the evolution of healthcare as an investment area.

Private equity firms should be abolished

In his latest BIG newsletter, Matt Stoller (previously) relates the key moments in the history of private equity, from its roots in the notorious “leveraged buyouts” of the 1980s, and e…

Private Jet Charter Safety: Why Not to Book on Price Alone

In an era of Jet Marts, Stratos explains why private jet charter safety should be your' first priority when booking flights, and what happens when it's not.

5 Tax Tips for Millennials

Winging it on your taxes? You could be missing out on significant savings or worse yet, be endangering your finances and freedom by not knowing the basics.

How to pick the best dividend stocks

Investing in companies with increasing dividends like Disney and Starbucks can really pay off.

Are financial services jobs at risk because of AI?

With adoption of AI on the rise, are human financial services jobs at risk? Research indicates the perceived threat remains relatively low. A Coleman Parkes study revealed that only 35 percent of f…

What are quant jobs in financial services?

What does it mean to work in quantitative finance? How do you get a job as a quant?

Will Financial Services Move to the Cloud?

Many financial services organizations are wary of moving sensitive data to the cloud – but we all know it’s coming. What are some of the indications that the tide is turning? What are the first apps, or processes that you believe will move to the cloud? What are the implications for security and best practices for reducing risk?

Financial Services: Benefits of Segmentation

Even though the financial services industry has a reputation for slow adoption of new strategies, using demographic data to personalize campaigns is a

5 Techniques for Strong Financial Management

5 Techniques for Strong Financial Management By: Teresa Beck, Financial Services Strong financial management systems support good business. Financial management does this by ensuring stakeholders can understand how well an organization plans for and uses their financial resources. Let’s take a look at 5 of ASG’s best practices for financial management within an organization. Consistency... Read more »

What is Financial Management?

Financial management is the process of creating a budget that supports the long-term plans for a business and informs decisions on where and how to invest funds around things like hiring, paying suppliers, research and development and other important initiatives.

Building Hope for the Future: Financial Management

Can students improve financial management with help from peers?

A lack of basic financial knowledge and advice is aggravating student debt and defaults. Student financial ambassadors are looking to help.

Is mistrust of the financial services industry killing the retirement dream?

Just 11 percent of consumers trust insurance agents and brokers. Here's how you can change that.

Is DevOps right for financial services?

When faced with strict regulations and procedures, it can be hard to constantly innovate. It’s especially challenging in the financial services industry where we must develop innovative digital software solutions within an environment controlled by tight regulatory requirements, a desire to mitigate risk and a need for ensuring high quality technical processes.

Nonprofit Financial Management: Who is Responsible?

There is no one person responsible for financial management and reporting in a nonprofit organization. But different individuals and groups have important and specific roles when it comes to nonprofit financial management.

When it comes to regulating AI in financial services, murky waters are ahead

Laws are unclear on how the technology fits in with compliance.

What are the VAT rates for financial services?