Greater Profitability Through Policies And Procedures • Financially Simple
Improving your Registered Investment Adviser’s (RIA’s) profitability requires a strategic approach that extends well beyond investment strategies. In fact, one ...
Predictably Planning Your Eight-Figure Exit • Financially Simple
I recently had the honor of being a speaker at the Exit Planning Institute’s (EPI) annual summit. Throughout the event, ...
How RIA Firm Owners Can Unlock Success • Financially Simple
As firm owners in the financial services industry, success requires more than just being knowledgeable. It also requires the ability ...
Letting Your Office Manager Manage YOU! • Financially Simple
As a business owner, you’re a rock star. You are a master of your trade, and provide your clients with ...
Selling Your Business? Here’s What to Expect • Financially Simple
After selling my companies in the spring of 2022, Emilly and I have encountered many changes. As a business owner, ...
Using a Broker to Sell a Business: Pros & Cons • Financially Simple
If you’re a business owner looking to sell your business, you may be wondering, “Should I use a broker to ...
Should You Open A New Office Location? • Financially Simple
Given the volatility and unpredictable nature of the stock markets, you might be wondering, “Is now the perfect time to ...
Merging A Dental Practice: Pros & Cons
In my last entry, I fielded a question from a reader about buying another dental practice in order to leverage ...
Spot the differences between a knowledgeable financial influencer and a con artist
On social media there is a fine line between supporting financial literacy and giving financial advice to people who do ...
EduFin Summit: Digitization is revolutionizing financial education | BBVA
Inclusive growth and sustainable development The final round table of the day, moderated by Antoni Ballabriga, Global Head of ...
BBVA to train two million people in financial education
He also pointed out that in this context the situation differs significantly between developed and emerging countries, where banking penetration ...
Carlos Torres Vila to open EduFin Summit 2022, BBVA’s global financial education event
The Spanish opening day will be held in the afternoon, from 4 p.m. to 6:30 p.m. (UTC +2). After the ...
Why Invest in Florida Real Estate
When it comes to investment real estate, Florida is a prime location. With property values on the rise, now is ...
What You Need to Know About Commercial Construction Loans
There are a lot of important decisions to make when you’re planning to build a new home. One of the ...
How to Budget for Car Insurance: 2022 Guide
Getting your first car is truly a life-changing experience, but it also involves responsibilities, such as insurance. Insurance is mandatory ...
BBVA launches its Global Financial Education Plan with the aim of training one million people by 2025
BBVA is launching this plan as part of European Money Week and Global Money Week, which are being held this ...
More than 11 million customers use BBVA’s financial health features
Customers are using these features more and more frequently Across the BBVA Group, the interactions of the bank's customers with ...
“We want to improve the financial health of our customers with solutions based on technology and data”
Q: BBVA has set ambitious growth targets for 2024, what role does digitization play in achieving them? A: BBVA's objectives ...
BBVA makes financial health the key to building a customer relationship based on trust
“We want to go from being infrastructure providers to offering advice,” the CEO said. In his opinion, this objective should ...
BBVA’s financial education grants will finance five projects seeking to resolve challenges from the pandemic
In this fourth edition of the program, each selected team will have access to a €10,000 prize to finance their ...
‘Finfluencers’: financial education and regulator surveillance | BBVA
The figures show that searches are on the rise for useful and simple information on social networks and online communities ...
