Remove Concentration Remove Healthcare Remove Leverage
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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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How MSOs can Navigate their 3 Most Common Challenges

E78 Partners

Duff Bourassa, Managing Director in our Healthcare practice was published on Healthcare Innovation. Healthcare Management Services Organizations (MSOs) play a crucial role in the healthcare industry, delivering a wide array of services such as revenue cycle management, billing, IT support, human resources, and financial oversight.

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How MSOs can Navigate their 3 Most Common Challenges

E78 Partners

Duff Bourassa, Managing Director in our Healthcare practice was published on Healthcare Innovation. Healthcare Management Services Organizations (MSOs) play a crucial role in the healthcare industry, delivering a wide array of services such as revenue cycle management, billing, IT support, human resources, and financial oversight.

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What is Long Range Planning and How Can it Help Your Growth?

The Finance Weekly

Long range planning extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well.

Planning 105
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ACI To Purchase Western Union’s Speedpay Business

PYMNTS

and have reach that expands into consumer finance, insurance, healthcare, higher education, utilities, government and mortgage. Divesting the Speedpay business allows us to concentrate our resources on our cross-border money movement strategies and monetize a non-core asset for our shareholders.

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What is Long Range Planning and How Can it Help Your Growth?

The Finance Weekly

It extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. For instance, a healthcare solutions company might have a long-term strategy to introduce a new telemedicine platform.

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TRENDING: How Credit Unions Give Digital The Personal Touch

PYMNTS

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. Deep Dive: How CUs Leverage Social Media. A study from the Cuna Mutual Group found that CU membership has increased 3.5 About the Tracker.