2 Most Important Parts of Financial Advisory Services

Taylor describes the two most important parts of Financial Advisory Services: 1. An investment program that is grounded in a disciplined, written investment policy statement that lists out your particular situation in the program that you want to invest in. 2. A Wealth Plan that is designed to address your life goals that is periodically… Continue reading 2 Most Important Parts of Financial Advisory Services

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

Unlocking Growth and Impact: Financial Advisory Services

Small agricultural businesses throughout the developing world face significant barriers to accessing the capital they need to grow and lift farmer communities out of poverty. For many, weak financial management systems are a limiting factor. Since 2004, Root Capital has provided financial management training that has strengthened over 300 agricultural businesses in Latin America and… Continue reading Unlocking Growth and Impact: Financial Advisory Services

Keith Poniewaz, Ph.D. – Director of International Advisory Services | Financial Advisor

Keith Poniewaz, Ph.D., is a financial advisor on Walkner Condon Financial Advisors’ international team that works with U.S. expatriates. As part of Walkner Condon’s international team, Keith serves in the role of Director of International Advisory Services. In addition to his experience as an American abroad himself, Keith is tri-lingual and speaks English, French and… Continue reading Keith Poniewaz, Ph.D. – Director of International Advisory Services | Financial Advisor

How to offer Business Advisory Services (For Accounting Professionals)

QuickBooks 30-day free trial + 30% off for 12 months: Join the FREE QuickBooks ProAdvisor Program for training like this, plus more!

EY's Financial Services Transaction Advisory Services (TAS) team – Vishay's story

Vishay Valjee moved from South Africa to work with EY’s Financial Services Transaction Advisory Services (TAS) team in Dublin – watch his story, and explore our current vacancies at