Firms can “stay fit” by leveraging brand value and culture, personalizing products, harnessing data and smartly navigating regulation. The past year has been one of uncertainty and volatility — but also of growth. 2025 will again push firms to evolve in response to changing market, client and staff expectations. Many…...
Fee-Only Financial Advisor: Pros and Cons
Fee-based financial advisors give clients financial advice for a fee and don't receive commissions on the sales of investment or insurance products. Seeking a professional to help you manage your money is a great step to achieving your financial goals. But not all financial advisors are the same; some may…...
Beside Every Great CEO Stands A Strategic CFO
Gone are the days where the CFO title was synonymous with a shy number cruncher tucked away in a distant (and lonely) finance department. The ideal business partnership now involves striking the balance between an extremely ambitious, fearless, go-getter CEO coupled with an equally grounded strategic CFO. Each position has…...
What kind of leader do your finance staffers really need?
As a high-level leader, it can be hard to gauge and determine exactly what your finance team wants and needs from you. When should you give them more attention? When should you pull back? Do they want some gentle handholding or to be pushed harder for greatness? Of course, there…...
The new reality for financial services
Now more than ever, the customer is king, and financial services organisations need to be able to cater to changing demand. Unfortunately, a skills shortage to handle digital transformation has exacerbated the challenge. This is driven by a lack of qualified talent to fill new IT roles, and a millennial…...
The Changing CFO: An Organization’s Voice Of Conscience
The global economy has put the spotlight firmly on the CFO. They will be the main strategist and driver behind organizational restructuring, divestments, and acquisitions. Today, however, a CFO’s top priority is to ensure their business survives during the pandemic. Being the CFO requires a tough mentality and the ability…...
How CFOs Are Successfully Navigating the New Reality of Uncertainty & Change
For higher education institutions across the globe, change is the new normal. And while change always brings new opportunities, it also creates tremendous uncertainty. From volatile political climates to increases in regulation, the rapid proliferation of new competitors to anticipated labor shortages, every CFO today must be ready to face and manage…...
3 skills finance professionals cannot go without in 2021 and beyond
The accountancy and audit industries are on the cusp of an automation transformation, guided by the incredible growth of emerging technologies like robotic process automation (RPA) and artificial intelligence (AI). What’s more, the world is experiencing the most significant global recession since the 1930s Great Depression. The evolution of the…...
Scaling remote leadership
Remote working has been on a global upward trajectory, with the U.S alone witnessing a 103% increase over the last decade. In 2021, this growth will likely accelerate with organisations forced to limit physical interaction and scale up work-from-home alternatives. With remote working showing no signs of slowing down, leading and managing…...
The finance strategist: A new paradigm for a new world
Payables, receivables, closing the books, creating budgets, analysing variances — for decades these have been the core of the accountant's job. But times are changing. While assuring the integrity of financial statements remains job one, it is becoming an increasingly smaller part of the accountant's role. The combination of process…...
How Finance Leaders Can Equip Their Team To Tackle Change
In the face of economic turmoil, agility has taken on a new meaning for organisations. For modern enterprises, agility has become a defining characteristic of businesses that can better anticipate what is coming, act quickly when faced with change, and more decisively respond to the demands of customers, market shifts,…...
4 key leadership skills for a post-COVID-19 workplace
The post-COVID-19 workplace will not look the same in every country or industry, but for many managers, the pandemic presents both challenges and opportunities. Managers will have to adjust their skillsets accordingly. Many of the traits that have always been important for managers — empathy, clarity, authenticity, and agility —…...
Taking on Too Much? How to Succeed as a CFO
Being a Chief Financial Officer (CFO) of a company can take a lot out of you. Studies show that stress keeps one in three Americans up at night. As a CFO, taking on stress is a part of the job, but how do you know when you should delegate? Knowing…...
The global pandemic has accelerated the pace of financial services digitization
The COVID-19 pandemic has undoubtedly shaken up the financial services industry. Banks have been designated as essential businesses and have for the most part remained open, but the normal way of doing business has disappeared. Bank branches around the world are being forced to cut hours, limit the number of…...
From evolution to revolution: How tech can help the mortgage industry thrive post-pandemic
It’s no secret that the pace of digitalisation in the mortgage sector has been slow compared to other financial services sectors like banking or insurance. By and large, our sector has been reliant on pen and paper for far too long. However, Covid-19 lockdowns have forced the hands for many…...
Hiring Future Leaders: 3 Ways Financial Services Organizations Can Achieve Diversity Today and Cultivate the Leaders of Tomorrow
With Women’s History Month behind us, we have paid tribute to the many women leaders across politics, science, and the arts that have shaped our world today. And a crucial part of preserving their legacy is positioning the next generation of women to be leaders who build on their progress.…...
