archiveWealth Manager Insider

Good planning is critical to success. But thorough planning is a complex task, and few organizations possess staff capable of producing disciplined, actionable plans. Professional consultants that nonprofits can typically afford may be only marginally more capable. Even high priced consultants typically deliver long, complex documents and fancy slideshows that...

“As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them.” — John F. Kennedy It’s Employee Appreciation Day. As a leader, it’s a day to recognize the contributions of every member of your team. That said, most...

Quantum-computing stocks suffered a dramatic sell-off following remarks by Nvidia CEO Jensen Huang, who suggested that practical applications of the technology remain decades away. Huang estimated that "very useful" quantum computers could become a reality within 20 years, a timeline that appears to have rattled investors. Shares of Rigetti Computing...

The latest CBIZ-Hofstra University CEO Survey highlights the challenges middle-market CEOs face as they grapple with the economic uncertainties of proposed tariffs and evolving U.S. tax policies. The survey sheds light on how these factors are influencing strategic decision-making in an increasingly complex economic landscape. Tariffs: A Dominant Concern The...

The nonprofit sector is in need of renewal. According to Give.org, only 1 in 5 individuals trust charities to use their donations well. Giving is down 50% over the last decade, and the National Council for Nonprofits reports over half of nonprofits have staff positions they can’t fill and waiting...

Mindy Knapp is a dedicated marketing and event planning professional based in Urbandale, Iowa, where she has been an active community member for over a decade. With a degree in Communications, Mindy has excelled in creating innovative marketing strategies and organizing significant community events, which have earned her recognition as...

KK Group, a China-based trend retailer catering to younger consumers, achieved remarkable growth in 2024 by expanding its footprint across Southeast Asia. Through its lifestyle brand KKV and makeup brand The Colorist, the group successfully entered four Southeast Asian countries, bringing its total number of stores to over 1,000 across...

Automotive supplier Dana announced on November 25 that Bruce McDonald, a seasoned executive and current board member, has been appointed as chairman and interim CEO. The company stated that McDonald will oversee operations while facilitating the search for a permanent successor to James Kamsickas, who retired in October. Kamsickas is...

Shareholders of a company operating what could be the world’s largest lithium deposit received an early Christmas gift this week. General Motors (GM), which had previously partnered on the project, officially closed its joint venture with the company, marking a significant milestone that further aligns the two firms' futures. The...

Former Thai Prime Minister Thaksin Shinawatra has proposed transforming Phuket into a special zone where Bitcoin (BTC) payments could be utilized for tourism, an idea that has garnered positive feedback from industry leaders. Nirun Phuwathananuwong, CEO of Gulf Finance, expressed support for Thaksin’s vision, emphasizing that it reflects the growing...