Big data and artificial intelligence (AI) have tremendous disruptive potential in nearly every industry, and financial services is no exception. These powerful technologies are set to change the way ...

Human resource planning is the process whereby organizations determine the staffing support they will need to meet business needs and customer demands. There are a variety of considerations that ...

Manpower planning is also known as human resources planning, and it is the process that management uses to determine the manner in which an organization should move from point A to point B, in terms ...

Virtually everyone who leads a financial planning firm or practice will admit to engaging in an annual business planning process, and, unfortunately, the percentage who compare their actual results to ...

To get started, download my ebook, "Understanding and Implementing Strategy & Planning." See the link below! In today’s competitive and constantly changing business environment, companies of every ...

As 2021 wraps up, it’s time for companies to begin their strategic planning for 2022. In most cases, this means the executive team is going to set some top-line objectives as a way to guide planning.

Learn how to integrate cyclical planning into your work. One of the challenges with strategic planning is that both the process of planning and the output (your organisation’s written strategic plan) ...

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...