Articles

IN AN OWNERSHIP CULTURE, PEOPLE SPEND MONEY LIKE IT’S THEIR OWN


When we talk about changing culture in an organization, it rarely starts with finance, but maybe it should. Why? Because finance has a significant impact — good or bad — on the culture of any organization. In an Executive Session at AFP 2021, Gary Bischoping, partner at Hellman & Friedman, and Greg Milano, founder and

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Videos

FOCUS ON UKRAINE: INVESTMENT MANAGEMENT KEY POINTS VIDEO FOR MARCH 2022


The tragic events unfolding in Ukraine take center stage in this month’s key points video. Guy Miller, our Chief Market Strategist and Head of Macroeconomics, discusses what the invasion of Ukraine means from a geopolitical perspective given growing sanctions on Russia, how this may impact global growth, and how the financial markets are likely to

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Videos

TRENDS IN OPEN FINANCE: A CONVERSATION WITH MX AND CAPITALG


If you’re a bank, credit union, fintech, or online banking provider, you’ve been hearing about #openfinance for over a decade. The reality is, that your customers are sharing their financial data whether you know it or not. The demand for open banking started decades ago with screen scraping and now it’s shifting to APIs as

Articles

THIS FINTECH’S HYPERGROWTH COULD LAST FOR YEARS


Fintech company Upstart Holdings recently posted an earnings report that the market embraced, sending the stock higher. Upstart’s been on a wild ride since its IPO in late 2020, trading between $42 and $401 per share over just the past 12 months. The stock not sits at almost $150 per share, and investors are probably curious how

Articles

WHAT ARE FACTORS THAT IMPACT THE FINANCES OF PARENTS?


We hear from Matthew Spradlin, Certified Financial Planner with Godfrey & Spradlin Private Wealth of Steward Partners, about the New Parents Pyramid he and his team created for new parents, as well as the different ways first-time and seasoned parents manage their money and think about alternative assets.Can you give us an overview of the

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Past Conferences

ACLI ANNUAL CONFERENCE 2022


September 28-30, 2022 | USA

September 28-30, 2022 | USA ACLI Annual Conference is going to be held in JW Marriott Washington, DC, Washington DC, USA starting from 28 September. It would be a 3 days business Conference organized by American Council of Life Insurers focusing on the companies news, products and services of Banking & Finance industry. Read More

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Past Conferences

12TH ANNUAL INTERNATIONAL INSURANCE CONFERENCE


June 2, 2022 | Czech Republic

June 2, 2022 | Czech Republic The 12th Annual International Insurance Conference covers topics such as: The global economic shift & growth markets, Global & European stability, Our customer in tomorrow’s world, Technological advances. The 12th Annual International Insurance Conference will be held in Prague, Czech Republic on 02 June 2022. Read More

Articles

UKRAINE CONFLICT: WHAT IS SWIFT AND WHY IS BANNING RUSSIA SO SIGNIFICANT?


The European Union, US, UK and allies have agreed to exclude a number of Russian banks from Swift, an international payment system used by thousands of financial institutions. The move aims to hit the country’s banking network and its access to funds via Swift, which is pivotal for the smooth transaction of money worldwide. What

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Past Conferences

MONEY 20/20 EUROPE


June 7-9, 2022 | Netherlands

June 7-9, 2022 | Netherlands This is the place where the industry moves forward. From global leaders to new challengers and from tech giants to scrappy startups, we catalyse change through the collision of people and ideas. We don’t just observe and react. We power new strategies and partnerships that transform mindsets. We shape the

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On-Demand Webinars

SCHOLARSHIPS, STIPENDS, FELLOWSHIPS, HONORARIA: ESSENTIAL 1099 AND 1042-S REPORTING AND TAX WITHHOLDING COMPLIANCE


October 20, 2022 | 2.00PM EST | USA

  Does your institution make payments through Accounts Payable to students, instructors, researchers and academic visitors?  Internal procedures might identify a payment as a stipend or honorarium, fellowship, grant or scholarship – but what these have in common in tax compliance is a set of specific regulatory requirements which will determine whether payments are subject