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Author Profile

Courtney Evans

Courtney studied English Literature and Creative Writing at University and is the Editorial Assistant for Finance Monthly, CEO Today and Lawyer Monthly writing articles for all three publications. Courtney is an experienced writer who enjoys researching for the articles. When she’s not working, Courtney can be found planning her next budget friendly trip and trying to tick off new experiences on her ever-growing bucket list.

Articles by Courtney Evans

What do Clients Want from an Accountant?

28th March 2018
  Based in Germany, Westphal+Partner offers a wide range of independent tax, accounting and audit services, specialising in small and medium-sized foreign-owned enterprises doing business in Germany. Besides that, the firm acts as a controlling unit for the investor ensuring oversight. As CPAs, Westphal+Partner’s accounting operates risk-oriented detecting and avoiding misstatements during the accounting process, […]
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SEQUIOA: Maintaining and Growing Wealth for Future Generations

28th March 2018
Finance Monthly speaks to Pierre-Noël Formigé, the Founder and CEO of Swiss company SEQUOIA, about the wealth management and estate planning solutions that his company provides, as well as his tips on maintaining and growing wealth for future generations.   Can you tell us about the core services that SEQUOIA offers? SEQUOIA offers a holistic […]
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Nancy Parsons: Revolutionizing Leadership and Talent Development

28th March 2018
Finance Monthly speaks to author and President of CDR Assessment Group – Nancy Parsons about her company and their coaching tools, her philanthropic initiatives and the passion that drives her.   Tell us about CDR Assessment Group, your career path prior to co-founding the company and your books. Twenty years ago, I co-founded CDR Assessment […]
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Pension Transfers and Defined Benefit Schemes in the UK

28th March 2018
Jayne Gibson is a professional financial planner, a pension transfer specialist and the Managing Director of Insight.Out Financial. Below, Jayne speaks to Finance Monthly about defined benefit schemes and the challenges they can come with them, as well as the one thing she would change about them if she could.   Tell us about Insight.Out […]
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How AI is Taking on FinTech

28th March 2018
2017 was a busy year for regulatory compliance and technology across the globe. We witnessed countless mass data breaches, sexual misconduct claims, money laundering scandals, and of course, the Wild West that is the Blockchain. Alongside that, we continue to see significant advancements in Artificial Intelligence (AI) and Machine Learning (ML) technologies across all industries, […]
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What the Rest of the World Can Learn from Europe’s Open Banking Push

28th March 2018
By Mark Jackson, Head of Financial Services, at Collinson Group – a global leader in influencing customer behavior to drive revenue and value for clients.   2018 is set to be a game changer for the relationship between banks and their customers. Driven by the European Commission’s second Payment Service Directive (PSD2), which has now […]
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Reimagining the Banks’ Digital Future through Technology and Talent

28th March 2018
The financial services industry has changed significantly over the past years, and technology has been at the heart of that change. Heightened competition and rapid progress in disruptive technologies have brought about a paradigm shift in the banking experience which has accelerated in 2018.   Banks that don't invest in technology risk falling behind, as new regulation continues […]
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Trump's Trade War

28th March 2018
March started off with a bang when US President Donald Trump announced that his administration will impose steep tariffs on imported steel and aluminium in order to boost domestic manufacturing, saying that the action would be ‘the first of many’. This has brought about threats of retaliation by a number of the main US allies […]
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Before FinTech Was a Thing

28th March 2018
Driven by his passion for technology, George Anderson founded Enterprise Engineering, Inc. (EEI) in April 1995. Throughout his career, he’s built a company that has garnered a number of honors and awards, including inclusion in the Deloitte and Touche Fast 50 and Fast 500, as well as the FinTech 100. Enterprise Engineering works with Financial […]
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Scaling Your Company? Customer Experience Should Be at the Core of Your Growth

28th March 2018
Interested in scaling your company, or has the scaling process already begun? We connected with Dan Kiely, CEO of Voxpro - powered by TELUS International, a leading provider of customer experience, technical support, and sales operations, to discuss how to scale your business, and the importance of maintaining focus on customer service as your company […]
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Trust and Wealth Planning Trends in Hong Kong

28th March 2018
Sandy Tao Chen serves as Executive Director – Head of Trusts of the First Advisory Group’s Hong Kong branch and its entities. First Advisory Group is a wealth planning group that was founded in Liechtenstein in 1954. Sandy’s professional career has been split between New York and Hong Kong, having accumulated more than 20 years’ […]
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The Doom of Traditional Brick and Mortar Retailing

28th March 2018
Born and raised in Sydney, Australia, Richard Cacho is a Chartered Accountant (ICAEW) and a Licensed Insolvency Practitioner (ICAEW) with over 30 years of commercial and professional experience. After moving to the UK eight years ago, he established his boutique business recovery, turnaround and insolvency services firm – RCM Advisory. Based in Norwich, with satellite […]
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