Advisory
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The Advisory Book
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Author : Linda Crawford
language : en
Publisher:
Release Date : 2008-01-01
The Advisory Book written by Linda Crawford and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008-01-01 with Active learning categories.
Integrative Advisory Services
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Author : Amy Vetter
language : en
Publisher: John Wiley & Sons
Release Date : 2017-11-20
Integrative Advisory Services written by Amy Vetter and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-11-20 with Business & Economics categories.
Stop crunching numbers and start truly serving your clients Integrative Advisory Services is the CPA, accounting professional and bookkeeper's guide to the future. As technology paves the way for increased self-reliance and DIY financial services, much of the traditional data entry tasks of accounting professionals and bookkeepers will be reduced. Yet, nothing can replace the human side of the client-advisor experience and the desire to improve your clients' businesses with financial information. Technology will continue marching on, so accounting professionals must adapt to the changing marketplace to thrive in this new paradigm. This book shows you how to provide the kind of value that technology cannot: human connection. Rather than simply reporting data, today's accounting professionals have an opportunity to take a much more active role in their clients' business by analyzing the story behind the numbers, understanding both operations and finance, and guiding the client toward the outcomes they need. Creating an ongoing relationship throughout the year allows you to be proactive rather than reactive, and help your client's business at a holistic level. Your business owner and CEO clients can get the numbers from the computer too—but, they come to you for personalized advice, explanations, and guidance based on their unique situation and financial needs. This book shows you how to take on more of an advisory role and become a critical component of your client's success. Spend less time crunching numbers and more time advising clients Become an integral part of the client's decision-making process Provide real value by clearly communicating financial data analysis Become the strategic partner your client cannot do without Cloud technology, machine learning, and artificial intelligence are not the death knell for financial advisors; in fact, they're the opposite—they do the number crunching for you, leaving you more time to provide the personal guidance that no computer could. As the financial advisory industry evolves, Integrative Advisory Services is your real-world guide to adapting and thriving.
Robo Advisory
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Author : Peter Scholz
language : en
Publisher: Springer Nature
Release Date : 2020-12-28
Robo Advisory written by Peter Scholz and has been published by Springer Nature this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-12-28 with Business & Economics categories.
Robo-Advisory is a field that has gained momentum over recent years, propelled by the increasing digitalization and automation of global financial markets. More and more money has been flowing into automated advisory, raising essential questions regarding the foundations, mechanics, and performance of such solutions. However, a comprehensive summary taking stock of this new solution at the intersection of finance and technology with consideration for both aspects of theory and implementation has so far been wanting. This book offers such a summary, providing unique insights into the state of Robo-Advisory. Drawing on a pool of expert authors from within the field, this edited collection aims at being the vital go-to resource for academics, students, policy-makers, and practitioners alike wishing to engage with the topic. Split into four parts, the book begins with a survey of academic literature and its key insights paired with an analysis of market developments in Robo-Advisory thus far. The second part tackles specific questions of implementation, which are complemented by practical case studies in Part III. Finally, the fourth part looks ahead to the future, addressing questions of key importance such as artificial intelligence, big data, and social networks. Thereby, this timely book conveys both a comprehensive grasp of the status-quo as well as a guiding outlook onto future trends and developments within the field.
Presidential Advisory Committees
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Author : United States. Congress. House. Committee on Government Operations. Special Studies Subcommittee
language : en
Publisher:
Release Date : 1970
Presidential Advisory Committees written by United States. Congress. House. Committee on Government Operations. Special Studies Subcommittee and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1970 with Executive departments categories.
Investment Banking
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Author : Giuliano Iannotta
language : en
Publisher: Springer Science & Business Media
Release Date : 2010-01-12
Investment Banking written by Giuliano Iannotta and has been published by Springer Science & Business Media this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-01-12 with Business & Economics categories.
From a historical point of view, the main activity of investment banks is what today we call security underwriting. Investment banks buy securities, such as bonds and stocks, from an issuer and then sell them to the ?nal investors. In the eighteenth century, the main securities were bonds issued by governments. The way these bonds were priced and placed is extraordinarily similar to the system that inve- ment banks still use nowadays. When a government wanted to issue new bonds, it negotiated with a few prominent “middlemen” (today we would call them investment bankers). The middlemen agreed to take a fraction of the bonds: they accepted to do so only after having canvassed a list of people they could rely upon. The people on the list were the ?nal investors. The middlemen negotiated with the government even after the issuance. Indeed, in those days governments often changed unilaterally the bond conditions and being on the list of an important middleman could make the difference. On the other hand, middlemen with larger lists were considered to be in a better bargaining position. This game was repeated over time, and hence, reputation mattered. For the middlemen, being trusted by both the investors on the list and by the issuing governments was crucial.
Hra Hsa Cdc Adamha Public Advisory Committees
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Author :
language : en
Publisher:
Release Date :
Hra Hsa Cdc Adamha Public Advisory Committees written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on with Public health advisory groups categories.
Annual Report Of The National Advisory Committee For Aeronautics
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Author : United States. National Advisory Committee for Aeronautics
language : en
Publisher:
Release Date : 1928
Annual Report Of The National Advisory Committee For Aeronautics written by United States. National Advisory Committee for Aeronautics and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1928 with Aeronautics categories.
Includes the Committee's Technical reports no. 1-1058, reprinted in v. 1-37.
U S Environmental Protection Agency Advisory Committees Charters Rosters And Accomplishments April 1991
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Author : United States. Environmental Protection Agency. Management and Organization Division
language : en
Publisher:
Release Date : 1991
U S Environmental Protection Agency Advisory Committees Charters Rosters And Accomplishments April 1991 written by United States. Environmental Protection Agency. Management and Organization Division and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1991 with categories.
Hra Hsa Cdc Oash Adamha Public Advisory Committees Authority Structure Functions Members
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Author : United States. Health Resources Administration. Committee Management Branch
language : en
Publisher:
Release Date : 1978
Hra Hsa Cdc Oash Adamha Public Advisory Committees Authority Structure Functions Members written by United States. Health Resources Administration. Committee Management Branch and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1978 with Public health advisory groups categories.
Proceedings National Advisory Board Council Annual Meeting
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Author : United States. Bureau of Land Management. National Advisory Board Council
language : en
Publisher:
Release Date :
Proceedings National Advisory Board Council Annual Meeting written by United States. Bureau of Land Management. National Advisory Board Council and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on with categories.