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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Mariana Oiticica : It is increasingly vital to their long-term strategic planning. Furthermore, comprehensive financial education supports investment strategies aligned with short-, medium-, and long-term objectives, including retirement planning, thereby facilitating construction of a robust financial plan.

Banking 115
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Weekend Reading For Financial Planners (September 2-3)

Nerd's Eye View

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

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The Future of Finance and Sustainability with Elizabeth Burns

CFO Talks

For example, we recently funded the construction of an emergency wing at a local hospital, ensuring it can serve the community for years to come. Our environmental efforts include supporting World Environment Day, rehabilitating mangroves, and engaging with government projects to improve local ecosystems.

Finance 98
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How You Measure Your Business Matters

VCFO

Properly channeled, even anger and frustration can be constructive. To what extent am I navigating by intuition and feeling as opposed to a well-formed strategic plan? That’s not to say though that emotions are all bad. Excitement, passion, and genuine care for others are typically positive and needed attributes in business.

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10 Thursday AM Reads

Barry Ritholtz

Institutional Investor ) • What to Do With a 45-Story Skyscraper and No Tenants : HSBC’s plan to leave its Canary Wharf tower for a smaller site shows the global challenges ahead in repurposing unwanted office space for a post-pandemic world. The post 10 Thursday AM Reads appeared first on The Big Picture.

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The COVID-19 Grinch That Tried (And Mostly Failed) To Steal Christmas 

PYMNTS

Knowing the unique constraints the industry is facing this peak season, we worked with our carriers early on to collectively build a strategic plan of execution,” a Gap spokeswoman told The Wall Street Journal. In total New York fashion, I’ll be having some work done … I’m currently under construction,” the tree “wrote” on the blog.

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Clint Rogers Joins vcfo Austin as Senior Consultant

VCFO

Clint Rogers is a senior finance professional with more than 20 years of experience overseeing financial teams and guiding them through strategic planning, analysis, and forecasting in order to increase revenue and profitability. vcfo Austin team expands to include Clint Rogers, Senior Consultant.