Cyrus Capital Partners

Here's the best financial advice the country's top advisors ever got

Financial advisors need money tips, too. In fact, sometimes a salient piece of advice led them into the industry. We asked advisors from firms that made the FA 100 list for 2019 for the best money and investing advice tips they ever received.

Here are the 10 companies with the most cash on hand

Several companies, including Microsoft, Berkshire Hathaway, Alphabet and Apple are sitting on more than $100 billion dollars of cash, which is leading some on Wall Street to question why America's largest companies aren't spending.

20 healthcare investment niches and 3 things to know: The evolution of healthcare as an...

Private equity investment in the healthcare industry has grown considerably in recent yeras. Here are 20 investment niches to know and three observations on the evolution of healthcare as an investment area.

Private equity firms should be abolished

In his latest BIG newsletter, Matt Stoller (previously) relates the key moments in the history of private equity, from its roots in the notorious “leveraged buyouts” of the 1980s, and e…

Private Jet Charter Safety: Why Not to Book on Price Alone

In an era of Jet Marts, Stratos explains why private jet charter safety should be your' first priority when booking flights, and what happens when it's not.

5 lessons from my $650,000 lunch with Warren Buffett

In 2008, hedge fund manager Guy Spier had a ‘power lunch’ with famed investor Warren Buffett. Here’s what he learned.

How to pick the best dividend stocks

Investing in companies with increasing dividends like Disney and Starbucks can really pay off.

Investment advisor questions you should be asking...

Investment advisor questions that every business owner should be asking.

One step closer to a fiduciary duty for broker-dealers?

More than two years after an SEC Staff study recommended adoption of a uniform fiduciary standard for broker-dealers and investment advisers, the SEC…

Nonprofit Financial Management: Who is Responsible?

There is no one person responsible for financial management and reporting in a nonprofit organization. But different individuals and groups have important and specific roles when it comes to nonprofit financial management.

Building Hope for the Future: Financial Management

How to Prepare For Your First Meeting with an Investment Advisor

When preparing to meet with a fiduciary investment advisor you should come prepared by knowing your financial situation and being open to any possibility.

Investment Advisors Insights For Building Customer Trust and Engagement

The better you understand and engage with existing and potential clients, the easier it is to build trust and grow. by Direct Options

Investment Advisors Insights For Building Customer Trust

The better you understand existing and potential clients, the easier it is to build trust and grow. by Direct Options

Broker Dealers Increase Enterprise Value

Insurance Technologies delivers Broker dealer sales tools and broker dealer software as well as financial advisor sales software.

Public financial management introductory guides

These introductory guides provide an overview of key topics in public financial management (PFM) for low-capacity contexts.

Building Momentum Through Financial Planning

Learn more about the investment management industry including Building Momentum Through Financial Planning.

What is Financial Management?

Financial management is the process of creating a budget that supports the long-term plans for a business and informs decisions on where and how to invest funds around things like hiring, paying suppliers, research and development and other important initiatives.

5 Techniques for Strong Financial Management

5 Techniques for Strong Financial Management By: Teresa Beck, Financial Services Strong financial management systems support good business. Financial management does this by ensuring stakeholders can understand how well an organization plans for and uses their financial resources. Let’s take a look at 5 of ASG’s best practices for financial management within an organization. Consistency... Read more »

Do you have an integrated financial management process?

Integrated financial management is not accounting. It’s a system of financial management for a landscaping business that relates the most important financial processes to each other in such a…