Management Related Topics 
Nerd's Eye View
APRIL 17, 2025
While a contractor's hourly rate is often higher, the firm foregoes the additional cost of benefits, downtime, and in-depth people management.
The Big Picture
MAY 16, 2025
This week, I speak with John Montgomery , CEO, Founder and Portfolio Manager of Bridgeway Capital Management. His responsibilities include the firms strategic direction, investment management and risk oversight, portfolio management, and mentoring.
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Wealth Management
MAY 14, 2025
Morningstar's annual fund fee study found average fees dropped only 2 basis points in 2024.
Wealth Management
MAY 5, 2025
From the heads of mega-RIAs to solo practitioners, many wealth managers say outgoing Berkshire Hathaway CEO Warren Buffett has impacted their investing and management styles.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Automation vs. Human Oversight 🤖 Why people remain a key part of spend management, and how to strike the right balance between AI-driven analytics and human financial expertise. Improving Spend Visibility 🔍 Gain real-time insights into where money is going and pinpoint unnecessary spend before it impacts your bottom line.
Wealth Management
APRIL 10, 2025
The Kitces Financial Advisor FinTech Solutions Map has nearly tripled in size since 2018, reflecting the rapid growth and evolution of technology solutions in wealth management.
Wealth Management
MAY 9, 2025
With summer beach reading season approaching, you cant beat these 10 novels centering on wealth managers.
Advertiser: G-P
This eBook offers the top five business benefits to building a remote, global team, what to expect when handling the logistics of hiring and managing people around the world, and strategies for attracting, engaging, and retaining top talent.
Advertiser: G-P
What factors will affect growth, TA, and team management in 2021? From remote work becoming a mainstream way of doing business to talent shortages beginning to change the way companies build their teams, the global workforce will change rapidly this year.
Advertiser: G-P
What factors will affect growth, TA, and team management in 2021? From remote work becoming a mainstream way of doing business to talent shortages beginning to change the way companies build their teams, the global workforce will change rapidly this year. Download the eBook today!
Advertiser: G-P
Employer branding is a long-term strategy that helps companies manage the knowledge and perceptions of current and potential employees, convey the values and characteristics that define your organization’s culture, and promote commitment and pride in belonging to your company’s workforce on a global scale.
Advertiser: G-P
However, while this provides companies with new and exciting opportunities, it also comes with its challenges, one of which is managing employees in various countries. Remote work has opened the doors to hiring the best talent, wherever they may live.
Speaker: Duke Heninger
You’ll walk away with insights into the following: 🔍 Understand the key components of the Fractional CFO Toolkit 🛠 Breakdown of the Six and Two Systems to streamline financial management 🎯 Align financial activities with strategy using the 3S approach 🤝 Enhance the value you deliver with actionable strategies and minimum (..)
Speaker: Chandra McCormack, CPA, MBA, NACD.DC
Seasoned CFO and Board Member, Chandra McCormack, will guide you through: Best practices for accounting and operations to create a strong foundation for financial success 🏆 Building the backbone of the organization and team building with an eye to culture 🛠 Mastering the balance between managing operations and driving growth 💡 (..)
Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth
Professional money management has always seemed to be for a niche group of people when in actuality, almost everyone can benefit from this with the help of the right financial advisor. Personal finance apps vs. professional money management. The importance of fostering inclusion and belonging in money management.
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