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Fall Business Maintenance Strategies

Business Consulting Agency

From financial planning to operational upkeep, implementing the right strategies during fall can help businesses stay ahead of the curve and ensure sustained success. Find out here about fall business maintenance strategies. The post Fall Business Maintenance Strategies appeared first on Business Consulting Agency.

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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance.

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Creating Value in Insurance M&A

BCG

This article is based on “Influencing Outcomes in a Consolidating Insurance Industry: Three Keys to Value Creation,” by Pia Tischhauser, published in January 2016 in The Geneva Association’s Insurance and Finance Newsletter. Although not quite at the stage of mania, mergers have been sweeping the global insurance industry.

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Liquidity Insurance

MishTalk

Nick Nelson, an equity strategist at UBS, said: “ Chief executives and chief financial officers have been battle-scarred by 2008-09, when they couldn’t get financing when they wanted it. Cash Cow Capex Thesis vs. Liquidity Insurance Thesis Nick Nelson has it correct. Cash is just not going to be used for the way Deloitte suggests.

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Wealth Management: Building and Protecting Fortunes

Tom Spencer

Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management. Wealth managers may also make recommendations about tax-efficient investment strategies and assist with estate planning to help clients pass on their wealth to future generations.

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Why Life Insurers and Asset Managers Must Join Forces to Win

BCG

Article Thursday, December 15, 2016 Life insurers are feeling the squeeze. In their efforts to adapt to this upside-down world, life insurers are focusing on optimizing their investment strategies and operations. The industry’s overall business growth has stalled, and investment income has become a critical mainstay.

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Example Companies Involved with Behavioral Economics

Steve Shu Consulting

Lemonade: Lemonade Renters & Home Insurance | Protect The Stuff You Love. Voya: Behavioral Finance | Voya For Professionals. Steve Shu specializes in incubating new initiatives with a primary focus on strategy, technology, and behavioral science. Geisinger: Research Director, Applied Behavioral Insights @ Geisinger.

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