Financial services sector is one of the most important and influential sectors that playsakeyroleinthe economy. For organizations that deal with more complicated and comprehensive businesses, financial services canhelp smooth the running of an organization in any form. However, financial crime scandals happened on global financial markets in recent years. One of the important causes…
Financial planning, as one of the important components of professional financial services, helps to understand one’s current financial status and create a proper long-term monetary goal with strategies to achieve such goals like increasing the capital, generating interests, etc. Sometimes a financial planner may even be able to manage one’s assets in order to achieve…
What qualities define a capable financial advisors? Generallyspeaking,an excellent and capable financial advisor should be able to represent the interests of his/her client apart from being well-educatedand credentialed withsolidexperience. First and foremost, a capable financial advisor must have relative license to provide the advices and guidance to the clients. The license may vary from…
Financial services providersoffer a diverse range of services pertaining to money management, including financial adviser service, broking service, changing foreign currency, trading financial products, etc. Apart from large conglomerates, this sector also comprises smaller boutique firms, all of which are professional, knowledgeable and widely connected. Like any service sector, the commitment of a financial…
How to deal with complex business problems? The key is that we need to firstly define and analyse the problem before jumping to any solutions. A complex business problem usually requires the expertise of several fields and sectors. In order to fully understand a complex problem, cooperation within teams of various expertise is most…
Financial services sector is one of the most important and influential sectors that make up our economy. According to the definition of International Monetary Fund (IMF) in a broad sense, financial services are the processes by which consumers or businesses acquire financial goods. In other words, financial services are an indispensable part of daily activities…
Every organization needs financial services. And what is even more needed is to find the right financial services executive. So how do we identify a right financial services executive? First, a right financial services executive shall have profound insights and deep understanding of the market besides its strong expertise. Second, a right financial services…
Financial planning helps to understand the current financial status and create a proper long-term monetary goal with strategies to achieve such goals like increasing the capital, generating interests, etc. The very first step to have a customized financial plan is to meet a good financial planner. The planner needs to have a thorough understanding…
Rani Jarkas is a highly experienced and accomplished financial services executive, with over 23 years of international banking experience. RaniJarkas is the Chairman and CEO of Cedrus Group and its member of the group companies worldwide. The firm is a global boutique investment banking firm he founded over seventeen years ago with focus on biotechnology,…
If you want a well-defined “roadmap” to achieve your strategic objectives, address problems and enhance shareholders’ value, a financial planner is someone you should talk to. Financial planning is a process of setting performance objectives, assessing assets and resources, estimating future financial needs, and making plans to achieve monetary goals. A financial planner will…