Open Finance Use Cases in Wealth Management Advisory Services | OBE Campfire

Brad McInnes, co-founder of Tapico, and Samantha Seaton, CEO of Moneyhub Enterprise, shared their thoughts on some of the use cases for Open Finance in the advisory industry during our virtual OBE Open Finance panel. Brad states that the use of Open Finance for advisory services is really all about creating an aggregated view. Brad… Continue reading Open Finance Use Cases in Wealth Management Advisory Services | OBE Campfire

Best of Financial Advisory

Unsere Mitarbeiter berichten, was sie an der Arbeit im Bereich Financial Advisory und bei Deloitte begeistert, wie ihr Einstieg bei uns verlief und welche Projekte sie am spannendsten finden. Viel Spaß beim Schauen! Follow us on Social Media / Besucht uns auf Social Media: ● LinkedIn: ● Twitter: ● XING: ● Facebook: ● Instagram: Get… Continue reading Best of Financial Advisory

Build Successful Financial Advisory Careers & Business

A Quick Guide to Capital Markets, Asset Classes, Mutual Funds, Insurance, Tax Saving Instruments, and Advisory-based Sales

Debt Arrangement l Business Loan l Financial Advisory l Glengyle Finance

Do you need a new loan for your business? Do you want to refinance your existing loan? Accessing the right debt structure is absolutely critical to the long-term sustainability of your business. Poorly structured debt facilities can cost you money, increase your financial risk and waste your time. With relationships at all the majors, regionals… Continue reading Debt Arrangement l Business Loan l Financial Advisory l Glengyle Finance

Lazard’s Financial Advisory Directors Give Advice to Junior Bankers

At our Directors Promotion event in New York City, we asked the newly promoted Directors what advice they would give to junior bankers. Hear what they have to say about building relationships, gaining experience and taking risks.