Sat. Jan 23rd, 2021

advisors

Stacy Brooks, National Practice Management Consultant at Financial Horizons Group.


Let’s jump right in today and talk about Business Planning.

Specifically, we’re going to go over the importance of creating and documenting a vision statement and defining your customer experience.

As a financial advisor, you’re pulled in two directions—looking after your business, as the owner of the business, and looking after your clients’ needs.

This can be a constant struggle to balance your time “on” the business and “in” the business.

Investing time on a documented business plan can actually save you time in the long run—allowing you to keep your focus on your clients.

You and your team get a clear vision of where you want to go—helping with making decisions along the way.

You can define your experience, which helps you to increase your positive reputation.

This may seem like it could be a lot of work, but

Read More ... Read More

LONDON, Dec. 02, 2020 (GLOBE NEWSWIRE) — Informa Pharma Intelligence, the global business intelligence provider for the biopharma industry, and Quantitative Life Sciences (QLS) Advisors today announced a partnership to further enhance the predictive level insights currently available in Informa Pharma Intelligence’s Biomedtracker. This partnership will allow Biomedtracker to not only have an industry leading Likelihood of Approval (LOA) score to support risk management and investment decisions, but will also enhance the tool further with QLS’s machine learning driven forecasts of clinical outcomes. These program-level probability of approval (POA) scores will provide biopharma portfolio managers and licensing teams even more robust tools for managing the risk of their drug development pipelines.

The industry has often relied on historical success rates in making drug development decisions. This partnership will give Biomedtracker users access to forward-looking drug-specific machine-learning forecasts that can be explained through intuitive “key features” underlying each prediction. These features

Read More ... Read More

 

  • One of the best tools in an entrepreneur’s arsenal is a board of advisors. However, choosing those individuals and determining how to use their expertise for your benefit can be overwhelming. 
  • Lucy Deland, cofounder of online invitation startup Paperless Post and partner at early-stage venture fund Inspired Capital, understands the nuance of building a board that’s best suited for a burgeoning business.
  • Here are Deland’s tips for picking the perfect board members, what questions you should ask them, and how to break up if things aren’t beneficial.
  • Visit Business Insider’s homepage for more stories.

One of the best tools in an entrepreneur’s arsenal is a board of advisors. Building a business can be lonely, and no one is an expert at every aspect, so it’s important to use your network, even if it’s in an unofficial capactity, to get through the tough times.

However, choosing those individuals and determining how

Read More ... Read More

FILE PHOTO: The logo of Aryzta is seen during the company’s annual shareholder meeting in Duebendorf, Switzerland November 1, 2018. REUTERS/Arnd Wiegmann

ZURICH (Reuters) – Swiss-Irish bakery firm Aryzta said on Tuesday that Elliott Capitol Advisors had amended its potential takeover offer for an indicative price of 0.80 Swiss francs per share.

“Aryzta notes that it has received a letter from Elliott Advisors (UK) Limited withdrawing the condition from its non-binding proposal which could not be satisfied as a matter of fact. As previously mentioned, Aryzta concluded the discussions with Elliott Advisors on 24 October 2020,” it said.

Aryzta, whose shares closed at 0.678 francs on Monday, had said this week the potential offer was subject to certain conditions, some of which could not be satisfied, and that it was considering alternatives.

It appointed Marcus Opitz as chief restructuring officer with responsibility for the disposal strategy and Armin Bieri as

Read More ... Read More

ATLANTA–(BUSINESS WIRE)–Angel Oak Capital Advisors, LLC (Angel Oak), an investment management firm specializing in value-driven structured credit, welcomes Abhi Kane as managing director and alternative investment strategist. Mr. Kane’s primary focus will be supporting Angel Oak’s portfolio managers and expanding the firm’s alternative investment strategies, both public and private, to a broader range of investors.

Working from the New York City office, Mr. Kane will service family offices, wealth management platforms and other institutional investors to ensure they have the optimal solutions for their alternative investment needs. As a specialist in alternative investments, Mr. Kane brings a wealth of experience and knowledge critical to helping Angel Oak grow its presence in this area.

“We are thrilled to have Abhi join the team and add so much expertise within the alternative investment space,” said Angel Oak managing director and chief portfolio strategist David Wells. “As Angel Oak works toward

Read More ... Read More

Firm recognized for exceptional culture, engagement and growth

CHICAGO (PRWEB) November 13, 2020

Impact Advisors, a leading provider of strategy, performance excellence, revenue cycle management, ERP, implementation, and technology consulting services to the healthcare industry, ranked No. 6 on Consulting magazine’s Best Small Firms to Work For list. This is the 11th year the firm has received this prestigious honor.

“We are honored to receive this distinction from Consulting magazine. We believe that happy clients are a result of happy associates,” said Andy Smith, President and co-founder of Impact Advisors. “Creating a culture of caring and collaboration is one of our greatest guiding principles and it is reflected every day by our team of passionate professionals.”

The Best Firms to Work For survey is widely considered to be the most comprehensive, independent source of opinion about the quality of life within the consulting professions’ top firms. Results are based on

Read More ... Read More

By Scott Murdoch

HONG KONG, Nov 10 (Reuters)Chinese companies’ stock market listings in the United States reached a six-year high in 2020 and advisors expect the trend to accelerate in the year ahead in expectation of a stable regulatory regime under U.S. President-elect Joe Biden.

Twenty six initial public offerings (IPOs) of Chinese firms worth $10.6 billion have been completed in the United States so far in 2020, up from the $3.4 billion worth of deals last year, according to Refinitiv data.

The volume this year is already the highest since 2014 when there was $29 billion worth of Chinese IPOs in the United States led by Alibaba Group Holding Ltd’s BABA.N9988.HK $25 billion listing, the data shows.

While Biden, set to take office on Jan. 20, is not expected to make major changes to Washington’s tough stance on China-led investment, bankers and lawyers believe policy

Read More ... Read More