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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130
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Conversa CEO: Digitization Is Just What The Doctor Ordered For Healthcare

PYMNTS

The digitization of healthcare didn’t suddenly start with the coronavirus, as telehealth providers have been popping up for several years. Brozinsky’s firm has long believed that a digital upgrade could vastly improve healthcare. The Rapid Rise In Telehealth. The New Way Forward.

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Navigating Digital Transformation for Life Sciences Companies

Bramasol

Some key impact areas include: Shift from Product Sales to Service-Based Models Software as a Service (SaaS): Life sciences companies are increasingly adopting SaaS models, offering subscription-based access to critical software tools for drug discovery, clinical trial management, and regulatory compliance.

SAP 84
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Weekend Reading For Financial Planners (May 4-5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that nearly a third of advisors in the independent broker-dealer channel have considered transitioning to the RIA channel during the past year as they seek higher payouts and not just "independence" but (..)

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Serent Capital Starts New Fund; Bullish On B2B Payments Category

PYMNTS

The first was the investment in early December of procure-to-pay healthcare payments company Procurement Partners. More and more companies are starting to leverage payments technology with [virtual cards] because of the value to all players in the ecosystem,” Fenton said. That was followed on Dec.

B2B 79
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AID:Tech And PharmAccess Deliver World’s First Blockchain Baby

PYMNTS

It has teamed up with PharmAccess Foundation , a group focused on improving healthcare access throughout Africa, to devise this creative new use of distributed ledgers. Logging that information on the blockchain instead, said Dennehy, enables healthcare providers to incentivize healthy, proactive pregnancy behaviors. Transparency.

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Mastercard On How Trust Unites Blockchain, Biometrics, Seafood And Healthcare

PYMNTS

27), far-flung verticals such as healthcare and seafood supply chains – and even FinTech – can be united under a key principle: Trust. Those guidelines include the need for consumer protection and regulatory compliance. Healthcare. But for Mastercard , which announced a number of new tech-driven initiatives on Sunday (Oct.