Strategic planning is the act of creating short- and long-term plans to guide an organization to continued and increasing success in the marketplace. Project managers oversee specific projects ...

Strategic planning refers to what a business wants to do, while strategic management refers to how it's going to do it, explains management strategist Deron King of business consulting firm WIPFLI. A ...

Let’s start off with a few questions: What provides your agency with the greatest return on investment (ROI)–developing your replacement, or developing your replacement’s replacement? Next, given that ...

Many would argue in the negative and say private wealth management is just a fancy term for financial planning that makes the manager in question sound more upscale. Like Blanton's is to Jim Beam; at ...

Greg DePersio has 13+ years of professional experience in sales and SEO and 3+ years as a writer and editor. Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in ...

While often associated with the ultra-wealthy, wealth managers serve a wide range of clients, offering guidance on investments, financial planning and navigating financial complexities. If you're ...

We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

I've worked for my company for six years but there have been so many changes that it's hardly the same company anymore. We were bought four years ago and a lot of people were downsized. Then two years ...