Remove Due Diligence Remove Education Remove Finance Remove Management
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How to Become a Wealth Manager: Skills & Duties for Portfolio Management

HR Digest

Wealth management is an investment advisory service offered by a group or an individual to clients. To become a wealth manager, you need to have the ability to build a portfolio of assets of a client encompassing varied financial disciplines such as legal, estate planning, tax management, retirement planning etc., for a fee.

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SBA Loan Interest Rates: 3 Things to Know

Strategy Driven

Additionally, SBA loans offer longer repayment terms, allowing for more manageable monthly payments. Business owners need to do their due diligence and fully understand the true cost of the loan before committing to it. There are a few things to know about SBA loan interest rates that can greatly benefit a business owner.

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Chief Procurement Officer Search: Securing Your Supply Chain Leadership

N2Growth Blog

Robust supply chain leadership ensures effective oversight and management of the end-to-end supply chain processes, from procurement to delivery. Moreover, strong leadership in supply chain management ensures cost efficiency. Technology can play a pivotal role in the initial stages of the CPO search process.

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Compliance And Risk Management In Today's Business World

Eric Jacobson

Dave Yarin is a compliance and risk management consultant to senior management and directors of large and mid-size companies, and author of the soon to be published book, Fair Warning – The Information Within. This week, Yarin shared with me insights into compliance and risk management, his forthcoming book, and leadership.

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Walking Away from the Big Bucks in the Pursuit of True Balance.

Women on Business

This due diligence included, setting a new household budget, moving investments, setting up a home equity line of credit, and finally, buying a new car (for the first time in 11 years!). My former employer decided to downsize our management group within two months of my planned exodus.

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3 Ways M&A Is Different When You’re Acquiring a Digital Company

Harvard Business Review

Even for experienced deal makers, a first digital acquisition is bound to be an education. Doing digital M&A right means upending the way most companies approach financing, due diligence, and merger integration. Let’s start with financing the deal. Sponsored by DXC Technology.

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Don't Abandon Crowdfunding -- Manage It

Harvard Business Review

I also agree that due diligence is an imperative — and is often overlooked by crowdfunders as impractical or overly complex. Education is critical. And finally, I concur that a crowd mentality can frequently encourage those who invest to be stupid. Meaningful SEC guidelines are a must.