Financial risk is always on the radar of the C‑suite. Executives such as CEOs and CFOs know that making smart, proactive decisions about money isn’t just about protecting the bottom line — it’s about ...

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

Over the long term, the stock market drifts higher, but it does so with many peaks and valleys. Some strategies, like buy-and-hold investing, take advantage of this long-term trend; others do not.

Investing in companies that pay high-quality, high-yielding dividends is the foundation of my strategy. I also invest in ETFs that generate income. Alternatives like private real estate and private ...

In today's complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to overwhelm your clients with how you prepare and present your recommendations. This is where The ...

As an adviser to high-net-worth individuals (HNWIs), I stress to our clients that investing is just one of many things that they need to consider as a part of their overall financial planning. An HNWI ...

Who’s the best bank in America? The ideal approach to ranking banks would take an objective and quantitative approach to measure a bank’s impact on its customers’ financial health and performance.

This December 2018 training served to guide financial sector authorities through developing and operationalizing a National Financial Inclusion Strategy (NFIS). The training covered the overall NFIS ...

The U.K. Financial Conduct Authority has published a Dear CEO Letter on its new strategy for supervising wholesale brokers. The FCA has observed a change in the sector in recent years with larger ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. When I first read my company’s finding that 91% of employees experience financial stress, I ...

At a stage in life when most individuals are climbing up the corporate ladder, Sam Dogen chose to step down, embracing retirement at just 34. This early exit from the corporate world wasn't a hasty ...