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July 2018

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The Digital Threat to Finance Organisations

31st July 2018
Financial organisations are expanding their online presence across web, mobile, and social channels at a pace that is unprecedented. Overall this is great, as it provides increased access for customers and levels the playing field by allowing organisations of all sizes to broaden their reach and cut costs. However, this expanding digital presence also comes […]
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Insurance Coverage Tips from Expert Tracy Alan Saxe

31st July 2018
Finance Monthlyhad the pleasure to speak with Tracy Alan Saxe, President and CEO of Saxe Doernberger and Vita P.C. (SDV) - an insurance coverage practice firm that represents policyholders in insurance coverage matters. With offices in Connecticut, Florida and California, the firm advocates across the nation to resolve disputes with insurers on all lines of […]
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The Cost of Brexit – Too High a Price?

31st July 2018
  Amidst the recent shock resignations of Brexit Secretary David Davis and Foreign Secretary Boris Johnson, investment uncertainty, slower economic growth and a weaker pound, the United Kingdom is on its way to a slow but steady Brexit, with negotiations about the future relations between the UK and the EU still taking place. And whilst […]
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Strikingly Grandiose: Why Dubai is a Special City

31st July 2018
Known for all of its high-end flamboyance, Dubai is on most people’s bucket list destination of travel. And we do not blame them; fear not of conforming to the ‘wanna-be’ celebrity WAG’s ideal home away from home, because Dubai truly will baffle you.   Grandeur being her middle name, the United Arab Emirate city overshadows […]
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Aubrey Mills: Teaching Others to Live Life on Their Own Terms

31st July 2018
This month, Finance Monthly caught up with Aubrey Mills – a mother, Ms. California Woman of Achievement 2018 and a Business Development Leader at World Financial Group. Below, Aubrey tells us about her passion for educating families, individuals and businesses in ways to make money, save money, and stay out of debt.    What does […]
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Environmental Forensics Insights from Kim D. Desrosiers

31st July 2018
Kim Desrosiers is a Managing Director within the Environmental Solutions practice of FTI Consulting - an independent global business advisory firm, dedicated to finding solutions to complex problems for clients. Kim started in client services in the environmental space twenty-five years ago, moving from federal enforcement into the private sector. Here, Kim speaks to Finance […]
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Does the New Tax Reform affect your Business?

31st July 2018
Daniel D. Morris is the Founding Partner of the Silicon Valley, Los Angeles, and Portland (Oregon) based CPA firm, Morris + D’Angelo, which focuses on servicing entrepreneurial families and their businesses. The firm utilises an integrated and holistic approach designed to help customers navigate the most complex and sensitive of matters. Below, Daniel discusses the […]
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Robbing Banks Isn’t the Same as It Used to Be

31st July 2018
There used to be a certain romance about a classic bank robbery - the outlandish plots, the intricate planning and the ingenious strategies (often involving digging tunnels) designed to get criminals into the vault and out with the cash. In the 21st century, though, the digital banking revolution means that instead of cracking the vault, […]
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Half of All Back-Office Processes to Be Automated Within a Decade

31st July 2018
More than two fifths (41%) of finance back-office processes could be automated in the next five years, a new study from global customer services provider Arvato CRM Solutions and management consulting firm A.T Kearney has found. According to the new report, 41% of finance back-office processes are set to be performed by robots by 2023, […]
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Financial Services Must “Unite and Fight” Against No-Deal Brexit

30th July 2018
The financial services industry must “unite and fight” against a no-deal Brexit that potentially erodes clients’ rights and damages the financial sector itself. This warning from deVere Group founder and CEO, Nigel Green, comes as the UK's International Trade Secretary, Liam Fox, said that Britain should accept a ‘no-deal’ scenario, instead of requesting more negotiating time. It […]
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Banks Can’t Become Complacent Despite Upbeat Forecast for Second Quarter

30th July 2018
As UK banks continue to report their interim results, the forecast remains positive for banking giants Royal Bank of Scotland (RBS) and Lloyds Banking Group. While the outlook is rosy, traditional lenders still face fierce competition from digital challenger banks, with 61% of smartphone owners opting to bank solely online. RBS is expected to outperform […]
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Wall Street's Reaction to Facebook Share Plunge

30th July 2018
Thursday's plunge knocked roughly $120 billion in market value off the tech stock and is dragging the rest of the sector lower. Before Thursday, Facebook's largest single-day loss came in July 2012 when it shed 11%. The company missed projections on key metrics after struggling with data leaks and fake news scandals.
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