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Finance Monthly Interview
Interview with Tech Unicorn Clara
We speak with Gerry Giacomán Colyer - the Co-founder and CEO of Mexican FinTech startup and the country’s fifth unicorn Clara.
Embracing Innovation Through Integrated Data
Tax data integration and cloud migration pave the way for smarter decision-making, especially when it comes to MTD, argues Russell Gammon, Chief Solutions Officer at Tax Systems.
What are the Key Issues for Charity Trustees?
Daniel is a Director at PwC and a member of its Charities Management Board, the national leadership team for the firm’s work with charities. He leads on charity audits nationally and acts as Senior Statutory Auditor for and on behalf of…
Holding Crypto within Private Placement Life Insurance
Caroline Bennett-Akkaya (TEP) is a Partner at 1291 Group, a leading advisor for private wealth solutions using life insurance at the core of the planning.
The Importance of Having a Good Financial Plan
We speak with Clinton Orr - a Senior Portfolio Manager, Senior Wealth Adviser and one of the founding members of the Becker Orr Wealth Management, which is part of Canaccord Genuity Wealth Management. Clinton and his team have established…
