Generally, the employer is the 401(k) plan’s primary fiduciary who fulfill all requirements of an employee related to retirement plans. Visit: https://401kisc.com/benefits-of-a-401k-fiduciary/
for our more fiduciary services info.
The 2015 MBA Regulatory Compliance Conference Heads to Washington, DCPhil LaTessa Syracuse
The Mortgage Bankers Association will host their 2015 Regulatory Compliance Conference from September 20-22 in Washington D.C. to help executives and risk managers stay up to date on new and existing policies. The three-day event at the Grand Hyatt will include breakout sessions on topics like fair lending reviews, vendor management, and the TILA RESPA Integrated Disclosure rule. Government officials and MBA members can register at discounted rates of $525 and $1,045 respectively if they do so by August 10th, with non-member rates being $1,830.
Financial Planning Association - Professional Development ResourcesFrank Cardia
Financial professional Frank Cardia founded the New Jersey advisory firm Blue Sky Financial in 2011. A licensed financial advisor for nearly 20 years, Frank Cardia is also a licensed New Jersey Realtor and holds a license in life and health insurance. He is a member of the Financial Planning Association, a network of financial planners and advisors who seek career advancement and continuing education.
This document discusses fiduciary responsibility for investments in participant-directed retirement plans. The key points are:
1) Plan fiduciaries are responsible under ERISA for the prudence of investment decisions made by participants, even in participant-directed plans. To manage this risk, fiduciaries should design the investment menu and services to support prudent investing by participants.
2) Offering only professionally-designed asset allocation models or "lifestyle funds" for participant choice, combined with help selecting the appropriate portfolio, has a high probability of resulting in participants being prudently invested and fulfilling fiduciary duties.
3) While ERISA does not define a "prudent portfolio," it references modern portfolio theory and generally accepted investment
Rocc Capital Fund I Pitchbook_12.2.22.pdfPeterdeArmas1
Rocc Capital Partners LLC is seeking investment proposals for an industrial fund focused on the transportation, metal recycling, and waste management sectors. The memorandum provides an investment thesis of combining industry expertise with capital to create value for portfolio companies. It introduces the management team, which has extensive experience in relevant industries and real estate. The memorandum also covers the target market, investment strategy, fund overview, support services, and includes appendices with additional information.
The Platinum 401k Advisor Sales Guide 2011WMMontgomery
The Platinum 401k Program is a multiple employer plan (MEP) that allows smaller employers to pool their retirement plans together. It removes fiduciary responsibilities from individual employers and transfers them to independent fiduciaries who handle investments, compliance and administration. Advisors can market this program to clients to help simplify their retirement plans while maintaining their role as the primary advisor. The program costs $250 to join plus $250 annually per employer and $7 per participant quarterly, with investment fees depending on plan assets. Employers can customize vesting and eligibility within guidelines.
This document discusses the growing issue of 401(k) lawsuits against employers for fiduciary breaches and excessive fees. It notes that lawsuits were initially focused on large companies but are now targeting smaller plans as well. The document outlines fiduciary responsibilities and various types of fees associated with 401(k) plans to help plan sponsors avoid litigation and comply with Department of Labor regulations.
Crowdfunding from the Start-Up's Perspective (Series: Crowdfunding)Financial Poise
How can businesses use the tools created by the JOBS Act to access capital? This webinar compares raising money online to traditional methods of capital raising. It also compares each of the different titles available under the JOBS Act. Finally, we discuss and compare the differences between security based crowdfunding and rewards based crowdfunding, exploring those instances where such a method would make sense.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/crowdfunding-from-the-start-ups-perspective-2021/
The 2015 MBA Regulatory Compliance Conference Heads to Washington, DCPhil LaTessa Syracuse
The Mortgage Bankers Association will host their 2015 Regulatory Compliance Conference from September 20-22 in Washington D.C. to help executives and risk managers stay up to date on new and existing policies. The three-day event at the Grand Hyatt will include breakout sessions on topics like fair lending reviews, vendor management, and the TILA RESPA Integrated Disclosure rule. Government officials and MBA members can register at discounted rates of $525 and $1,045 respectively if they do so by August 10th, with non-member rates being $1,830.
Financial Planning Association - Professional Development ResourcesFrank Cardia
Financial professional Frank Cardia founded the New Jersey advisory firm Blue Sky Financial in 2011. A licensed financial advisor for nearly 20 years, Frank Cardia is also a licensed New Jersey Realtor and holds a license in life and health insurance. He is a member of the Financial Planning Association, a network of financial planners and advisors who seek career advancement and continuing education.
This document discusses fiduciary responsibility for investments in participant-directed retirement plans. The key points are:
1) Plan fiduciaries are responsible under ERISA for the prudence of investment decisions made by participants, even in participant-directed plans. To manage this risk, fiduciaries should design the investment menu and services to support prudent investing by participants.
2) Offering only professionally-designed asset allocation models or "lifestyle funds" for participant choice, combined with help selecting the appropriate portfolio, has a high probability of resulting in participants being prudently invested and fulfilling fiduciary duties.
3) While ERISA does not define a "prudent portfolio," it references modern portfolio theory and generally accepted investment
Rocc Capital Fund I Pitchbook_12.2.22.pdfPeterdeArmas1
Rocc Capital Partners LLC is seeking investment proposals for an industrial fund focused on the transportation, metal recycling, and waste management sectors. The memorandum provides an investment thesis of combining industry expertise with capital to create value for portfolio companies. It introduces the management team, which has extensive experience in relevant industries and real estate. The memorandum also covers the target market, investment strategy, fund overview, support services, and includes appendices with additional information.
The Platinum 401k Advisor Sales Guide 2011WMMontgomery
The Platinum 401k Program is a multiple employer plan (MEP) that allows smaller employers to pool their retirement plans together. It removes fiduciary responsibilities from individual employers and transfers them to independent fiduciaries who handle investments, compliance and administration. Advisors can market this program to clients to help simplify their retirement plans while maintaining their role as the primary advisor. The program costs $250 to join plus $250 annually per employer and $7 per participant quarterly, with investment fees depending on plan assets. Employers can customize vesting and eligibility within guidelines.
This document discusses the growing issue of 401(k) lawsuits against employers for fiduciary breaches and excessive fees. It notes that lawsuits were initially focused on large companies but are now targeting smaller plans as well. The document outlines fiduciary responsibilities and various types of fees associated with 401(k) plans to help plan sponsors avoid litigation and comply with Department of Labor regulations.
Crowdfunding from the Start-Up's Perspective (Series: Crowdfunding)Financial Poise
How can businesses use the tools created by the JOBS Act to access capital? This webinar compares raising money online to traditional methods of capital raising. It also compares each of the different titles available under the JOBS Act. Finally, we discuss and compare the differences between security based crowdfunding and rewards based crowdfunding, exploring those instances where such a method would make sense.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/crowdfunding-from-the-start-ups-perspective-2021/
MillenniuM Investment and Retirement Advisors, LLC (MIRA) provides ERISA fiduciary services to 401(k) plans as an independent fiduciary. ERISA holds fiduciaries to high standards of acting as a "prudent expert" rather than just a "prudent man". The Department of Labor requires that fiduciaries obtain advice from qualified independent experts if they do not have the necessary expertise to manage investments themselves. MIRA's staff of enrolled agents, CPAs, and responsible plan fiduciaries ensure plan compliance by performing critical cost, conflict and compliance reviews.
How to Prudently Hire and Retain a Discretionary Corporate TrusteeThe 401k Study Group ®
Most plan sponsors seek to have a retirement plan that provides adequate benefits to their employees, is easy to
administer, is compliant with ERISA fiduciary standards and protects the plan sponsor from legal and financial risk and liability. Working in conjunction with a knowledgeable retirement plan advisor, a discretionary corporate trustee is
uniquely suited to allow the plan sponsor to meet these goals.
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective Financial Poise
How can businesses use the tools created by the JOBS Act to access capital? This webinar compares raising money online to traditional methods of capital raising. It also compares each of the different titles available under the JOBS Act. Finally, we discuss and compare the differences between security based crowdfunding and rewards based crowdfunding, exploring those instances where such a method would make sense.
Part of the webinar series: Crowdfunding 2022
See more at https://www.financialpoise.com/webinars/
The document provides an overview of key functions for defined contribution plan fiduciaries, including evaluating and updating the plan's investment structure. It recommends a three-tiered investment structure that offers options suitable for participants with different levels of involvement, from those who want a simple "do-it-for-me" option to those who want more specialty choices. The fiduciary's role includes periodically reviewing the investment structure and lineup to ensure it continues to meet participant needs over time as plans and best practices evolve.
A presentation of some of the basic elements within the Digital Reserve Network. An introduction to the competitive landscape within cryptocurrencies and breakdown of the use cases for borrowers and minters.
This document discusses how plan sponsors can evaluate whether their retirement plan advisor has sufficient expertise. It notes that less than 1% of financial advisors focus primarily on defined contribution plans. The document provides 8 questions plan sponsors should ask their advisor to assess the advisor's competency, including whether the advisor acts as a fiduciary, understands plan designs and fees, and implements robust processes for benchmarking and participant education. It encourages plan sponsors to contact the author if concerned about their current advisor's qualifications.
Crowdfunding from the Start-Up's Perspective (Series: Crowdfunding 2020) Financial Poise
How can businesses use the tools created by the JOBS Act to access capital? This webinar compares raising money online to traditional methods of capital raising. It also compares each of the different titles available under the JOBS Act. Finally, we discuss and compare the differences between security based crowdfunding and rewards based crowdfunding, exploring those instances where such a method would make sense.
To listen to this webinar on demand, go to: https://www.financialpoise.com/financial-poise-webinars/crowdfunding-from-the-start-ups-perspective-2020/
This document provides an interactive handbook for investment advisors on prudent fiduciary practices. It includes hyperlinks, bookmarks, expandable sub-headers, and internal and external hyperlinks to help navigate the content. The handbook aims to establish a global fiduciary standard of excellence by defining fiduciary duties, formalizing investment policies, implementing strategies prudently, and monitoring investments. It draws on legal requirements from various jurisdictions but is not a compliance manual and requires advisors to understand applicable local laws.
Securities Crowdfunding for Intermediaries (Series: Crowdfunding 2020)Financial Poise
This webinar addresses crowdfunding portals and intermediaries. This episode begins with a basic overview of the various methods of crowdfunding, from donation and rewards based, to intra-state equity, debt, and finally securities based crowdfunding under Titles II, III and IV of the JOBS Act. Once those differences are understood, the webinar focuses on the need for intermediaries, the role that they can and sometimes must play, followed by a discussion on how the market has matured and where we see the market going in the online capital space. This webinar also discusses the risks and future of these intermediaries with the advent of the ICO and token distribution events.
To listen to this webinar on-demand, go to: https://www.financialpoise.com/financial-poise-webinars/securities-crowdfunding-for-intermediaries-2020/
This document provides an overview and summary of an investment stewardship handbook. It begins with an introduction that names the publisher, contributors, and technical reviewers. It then provides a brief summary of the contents and organization of the handbook. The handbook is intended to serve as a foundation for prudent investment practices for trustees and other fiduciaries. It provides an organized process for fiduciaries to make informed investment decisions in accordance with their legal duties of care and loyalty. The handbook also notes that fiduciaries must use professional judgment and consult experts as needed.
408b2 A Look at the New DoL Disclosure and Reporting RulesBroadridge
The document discusses new Department of Labor rules regarding disclosure and reporting of financial information by retirement plans. It covers three key aspects of the new rules: 1) expanded reporting of payments for services on Schedule C of Form 5500, 2) new exemptions for prohibited transactions when parties provide services to plans, and 3) new requirements for fiduciaries to disclose cost and service information to plan participants. The rules aim to increase transparency around retirement plan fees and services. Financial services firms have adapted to the new reporting requirements, though some complex commercial relationships remain challenging to report.
Webinar | Perspectives on the Proposed DOL "Fiduciary Rule"NICSA
On April 20, 2015 the DOL published its re-proposed regulation on the definition of “Fiduciary” under section 3(21) of ERISA. The proposal included not only the change to the “Fiduciary” definition, but also two new prohibited transaction exemptions (“PTE”), as well as a number of amendments to existing PTEs. Since publication the DOL has received an avalanche of comment letters on the proposal, has held four days of hearings on the proposal and has accepted additional comment letters following those hearings. The proposal, if implemented in its current form will be a true game changer for the Retirement and RIA industries. As we now wait for the DOL to sift through the mountain of comment letters and hearing transcripts this session allows us an opportunity to pause and reflect on the current proposal and to provide unique perspectives from mutual fund, broker dealer, legal and retirement record keeper stake holders on how the proposal will impact the retirement industry.
CROWDFUNDING 2022 - Securities Crowdfunding for IntermediariesFinancial Poise
This webinar addresses crowdfunding portals and intermediaries. This episode begins with a basic overview of the various methods of crowdfunding, from donation and rewards based, to intra-state equity, debt, and finally securities based crowdfunding under Titles II, III and IV of the JOBS Act. Once those differences are understood, the webinar focuses on the need for intermediaries, the role that they can and sometimes must play, followed by a discussion on how the market has matured and where we see the market going in the online capital space. This webinar also discusses the risks and future of these intermediaries with the advent of the ICO and token distribution events.
Part of the webinar series: Crowdfunding 2022
See more at https://www.financialpoise.com/webinars/
This document examines the strategic space occupied by financial technology (FinTech) innovation. It highlights areas of heavy investment and discusses the paradigm shift underway in how financial services are structured and delivered. Over $11 billion has been invested in FinTech globally, with the majority ($6.6 billion) going to North America. The report identifies strategic opportunities for FinTech disruption, including digital banking, insurance, payments, personal financial management, and peer-to-peer lending. It warns that Europe risks losing ownership of the new financial services infrastructure to North America if rates of innovation do not increase outside the US.
Securities Crowdfunding for Intermediaries (Series: Crowdfunding)Financial Poise
This webinar addresses crowdfunding portals and intermediaries. This episode begins with a basic overview of the various methods of crowdfunding, from donation and rewards based, to intra-state equity, debt, and finally securities based crowdfunding under Titles II, III and IV of the JOBS Act. Once those differences are understood, the webinar focuses on the need for intermediaries, the role that they can and sometimes must play, followed by a discussion on how the market has matured and where we see the market going in the online capital space. This webinar also discusses the risks and future of these intermediaries with the advent of the ICO and token distribution events.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/securities-crowdfunding-for-intermediaries-2021/
MillenniuM Investment and Retirement Advisors, LLC (“MIRA”) is an unaffiliated ERISA defined independent fiduciary to 401(k) and other defined contribution plans.
In this posting they discuss their role in assisting Advsiors and Plan Sponsors with DOL and ERISA Compliance.
This document provides a disclaimer and cautionary statement regarding forward-looking statements for the proposed business combination between FinTech V and eToro. It notes that the forward-looking statements are based on various assumptions that are subject to significant uncertainties. The financial information presented may differ from what is presented in future regulatory filings. No offer or solicitation is being made currently. Additional information about the business combination can be found in future filings with the SEC. Participants in the solicitation are also identified.
This document provides a disclaimer and cautionary statement regarding forward-looking statements for the proposed business combination between FinTech V and eToro. It notes that the forward-looking statements are based on various assumptions that are subject to significant uncertainties. The financial information presented may differ from what is presented in future regulatory filings. No offer or solicitation is being made currently. Additional information about the business combination can be found in future filings with the SEC. Participants in the solicitation are also identified.
Best Competitive Marble Pricing in Dubai - ☎ 9928909666Stone Art Hub
Stone Art Hub offers the best competitive Marble Pricing in Dubai, ensuring affordability without compromising quality. With a wide range of exquisite marble options to choose from, you can enhance your spaces with elegance and sophistication. For inquiries or orders, contact us at ☎ 9928909666. Experience luxury at unbeatable prices.
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Final ank Satta Matka Dpbos Final ank Satta Matta Matka 143 Kalyan Matka Guessing Final Matka Final ank Today Matka 420 Satta Batta Satta 143 Kalyan Chart Main Bazar Chart vip Matka Guessing Dpboss 143 Guessing Kalyan night
MillenniuM Investment and Retirement Advisors, LLC (MIRA) provides ERISA fiduciary services to 401(k) plans as an independent fiduciary. ERISA holds fiduciaries to high standards of acting as a "prudent expert" rather than just a "prudent man". The Department of Labor requires that fiduciaries obtain advice from qualified independent experts if they do not have the necessary expertise to manage investments themselves. MIRA's staff of enrolled agents, CPAs, and responsible plan fiduciaries ensure plan compliance by performing critical cost, conflict and compliance reviews.
How to Prudently Hire and Retain a Discretionary Corporate TrusteeThe 401k Study Group ®
Most plan sponsors seek to have a retirement plan that provides adequate benefits to their employees, is easy to
administer, is compliant with ERISA fiduciary standards and protects the plan sponsor from legal and financial risk and liability. Working in conjunction with a knowledgeable retirement plan advisor, a discretionary corporate trustee is
uniquely suited to allow the plan sponsor to meet these goals.
CROWDFUNDING 2022 - Crowdfunding from the Start-Up's Perspective Financial Poise
How can businesses use the tools created by the JOBS Act to access capital? This webinar compares raising money online to traditional methods of capital raising. It also compares each of the different titles available under the JOBS Act. Finally, we discuss and compare the differences between security based crowdfunding and rewards based crowdfunding, exploring those instances where such a method would make sense.
Part of the webinar series: Crowdfunding 2022
See more at https://www.financialpoise.com/webinars/
The document provides an overview of key functions for defined contribution plan fiduciaries, including evaluating and updating the plan's investment structure. It recommends a three-tiered investment structure that offers options suitable for participants with different levels of involvement, from those who want a simple "do-it-for-me" option to those who want more specialty choices. The fiduciary's role includes periodically reviewing the investment structure and lineup to ensure it continues to meet participant needs over time as plans and best practices evolve.
A presentation of some of the basic elements within the Digital Reserve Network. An introduction to the competitive landscape within cryptocurrencies and breakdown of the use cases for borrowers and minters.
This document discusses how plan sponsors can evaluate whether their retirement plan advisor has sufficient expertise. It notes that less than 1% of financial advisors focus primarily on defined contribution plans. The document provides 8 questions plan sponsors should ask their advisor to assess the advisor's competency, including whether the advisor acts as a fiduciary, understands plan designs and fees, and implements robust processes for benchmarking and participant education. It encourages plan sponsors to contact the author if concerned about their current advisor's qualifications.
Crowdfunding from the Start-Up's Perspective (Series: Crowdfunding 2020) Financial Poise
How can businesses use the tools created by the JOBS Act to access capital? This webinar compares raising money online to traditional methods of capital raising. It also compares each of the different titles available under the JOBS Act. Finally, we discuss and compare the differences between security based crowdfunding and rewards based crowdfunding, exploring those instances where such a method would make sense.
To listen to this webinar on demand, go to: https://www.financialpoise.com/financial-poise-webinars/crowdfunding-from-the-start-ups-perspective-2020/
This document provides an interactive handbook for investment advisors on prudent fiduciary practices. It includes hyperlinks, bookmarks, expandable sub-headers, and internal and external hyperlinks to help navigate the content. The handbook aims to establish a global fiduciary standard of excellence by defining fiduciary duties, formalizing investment policies, implementing strategies prudently, and monitoring investments. It draws on legal requirements from various jurisdictions but is not a compliance manual and requires advisors to understand applicable local laws.
Securities Crowdfunding for Intermediaries (Series: Crowdfunding 2020)Financial Poise
This webinar addresses crowdfunding portals and intermediaries. This episode begins with a basic overview of the various methods of crowdfunding, from donation and rewards based, to intra-state equity, debt, and finally securities based crowdfunding under Titles II, III and IV of the JOBS Act. Once those differences are understood, the webinar focuses on the need for intermediaries, the role that they can and sometimes must play, followed by a discussion on how the market has matured and where we see the market going in the online capital space. This webinar also discusses the risks and future of these intermediaries with the advent of the ICO and token distribution events.
To listen to this webinar on-demand, go to: https://www.financialpoise.com/financial-poise-webinars/securities-crowdfunding-for-intermediaries-2020/
This document provides an overview and summary of an investment stewardship handbook. It begins with an introduction that names the publisher, contributors, and technical reviewers. It then provides a brief summary of the contents and organization of the handbook. The handbook is intended to serve as a foundation for prudent investment practices for trustees and other fiduciaries. It provides an organized process for fiduciaries to make informed investment decisions in accordance with their legal duties of care and loyalty. The handbook also notes that fiduciaries must use professional judgment and consult experts as needed.
408b2 A Look at the New DoL Disclosure and Reporting RulesBroadridge
The document discusses new Department of Labor rules regarding disclosure and reporting of financial information by retirement plans. It covers three key aspects of the new rules: 1) expanded reporting of payments for services on Schedule C of Form 5500, 2) new exemptions for prohibited transactions when parties provide services to plans, and 3) new requirements for fiduciaries to disclose cost and service information to plan participants. The rules aim to increase transparency around retirement plan fees and services. Financial services firms have adapted to the new reporting requirements, though some complex commercial relationships remain challenging to report.
Webinar | Perspectives on the Proposed DOL "Fiduciary Rule"NICSA
On April 20, 2015 the DOL published its re-proposed regulation on the definition of “Fiduciary” under section 3(21) of ERISA. The proposal included not only the change to the “Fiduciary” definition, but also two new prohibited transaction exemptions (“PTE”), as well as a number of amendments to existing PTEs. Since publication the DOL has received an avalanche of comment letters on the proposal, has held four days of hearings on the proposal and has accepted additional comment letters following those hearings. The proposal, if implemented in its current form will be a true game changer for the Retirement and RIA industries. As we now wait for the DOL to sift through the mountain of comment letters and hearing transcripts this session allows us an opportunity to pause and reflect on the current proposal and to provide unique perspectives from mutual fund, broker dealer, legal and retirement record keeper stake holders on how the proposal will impact the retirement industry.
CROWDFUNDING 2022 - Securities Crowdfunding for IntermediariesFinancial Poise
This webinar addresses crowdfunding portals and intermediaries. This episode begins with a basic overview of the various methods of crowdfunding, from donation and rewards based, to intra-state equity, debt, and finally securities based crowdfunding under Titles II, III and IV of the JOBS Act. Once those differences are understood, the webinar focuses on the need for intermediaries, the role that they can and sometimes must play, followed by a discussion on how the market has matured and where we see the market going in the online capital space. This webinar also discusses the risks and future of these intermediaries with the advent of the ICO and token distribution events.
Part of the webinar series: Crowdfunding 2022
See more at https://www.financialpoise.com/webinars/
This document examines the strategic space occupied by financial technology (FinTech) innovation. It highlights areas of heavy investment and discusses the paradigm shift underway in how financial services are structured and delivered. Over $11 billion has been invested in FinTech globally, with the majority ($6.6 billion) going to North America. The report identifies strategic opportunities for FinTech disruption, including digital banking, insurance, payments, personal financial management, and peer-to-peer lending. It warns that Europe risks losing ownership of the new financial services infrastructure to North America if rates of innovation do not increase outside the US.
Securities Crowdfunding for Intermediaries (Series: Crowdfunding)Financial Poise
This webinar addresses crowdfunding portals and intermediaries. This episode begins with a basic overview of the various methods of crowdfunding, from donation and rewards based, to intra-state equity, debt, and finally securities based crowdfunding under Titles II, III and IV of the JOBS Act. Once those differences are understood, the webinar focuses on the need for intermediaries, the role that they can and sometimes must play, followed by a discussion on how the market has matured and where we see the market going in the online capital space. This webinar also discusses the risks and future of these intermediaries with the advent of the ICO and token distribution events.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/securities-crowdfunding-for-intermediaries-2021/
MillenniuM Investment and Retirement Advisors, LLC (“MIRA”) is an unaffiliated ERISA defined independent fiduciary to 401(k) and other defined contribution plans.
In this posting they discuss their role in assisting Advsiors and Plan Sponsors with DOL and ERISA Compliance.
This document provides a disclaimer and cautionary statement regarding forward-looking statements for the proposed business combination between FinTech V and eToro. It notes that the forward-looking statements are based on various assumptions that are subject to significant uncertainties. The financial information presented may differ from what is presented in future regulatory filings. No offer or solicitation is being made currently. Additional information about the business combination can be found in future filings with the SEC. Participants in the solicitation are also identified.
This document provides a disclaimer and cautionary statement regarding forward-looking statements for the proposed business combination between FinTech V and eToro. It notes that the forward-looking statements are based on various assumptions that are subject to significant uncertainties. The financial information presented may differ from what is presented in future regulatory filings. No offer or solicitation is being made currently. Additional information about the business combination can be found in future filings with the SEC. Participants in the solicitation are also identified.
Best Competitive Marble Pricing in Dubai - ☎ 9928909666Stone Art Hub
Stone Art Hub offers the best competitive Marble Pricing in Dubai, ensuring affordability without compromising quality. With a wide range of exquisite marble options to choose from, you can enhance your spaces with elegance and sophistication. For inquiries or orders, contact us at ☎ 9928909666. Experience luxury at unbeatable prices.
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Final ank Satta Matka Dpbos Final ank Satta Matta Matka 143 Kalyan Matka Guessing Final Matka Final ank Today Matka 420 Satta Batta Satta 143 Kalyan Chart Main Bazar Chart vip Matka Guessing Dpboss 143 Guessing Kalyan night
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.AnnySerafinaLove
This letter, written by Kellen Harkins, Course Director at Full Sail University, commends Anny Love's exemplary performance in the Video Sharing Platforms class. It highlights her dedication, willingness to challenge herself, and exceptional skills in production, editing, and marketing across various video platforms like YouTube, TikTok, and Instagram.
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Tastemy Pandit
Know what your zodiac sign says about your taste in food! Explore how the 12 zodiac signs influence your culinary preferences with insights from MyPandit. Dive into astrology and flavors!
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.
Brian Fitzsimmons on the Business Strategy and Content Flywheel of Barstool S...Neil Horowitz
On episode 272 of the Digital and Social Media Sports Podcast, Neil chatted with Brian Fitzsimmons, Director of Licensing and Business Development for Barstool Sports.
What follows is a collection of snippets from the podcast. To hear the full interview and more, check out the podcast on all podcast platforms and at www.dsmsports.net
[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
This PowerPoint compilation offers a comprehensive overview of 20 leading innovation management frameworks and methodologies, selected for their broad applicability across various industries and organizational contexts. These frameworks are valuable resources for a wide range of users, including business professionals, educators, and consultants.
Each framework is presented with visually engaging diagrams and templates, ensuring the content is both informative and appealing. While this compilation is thorough, please note that the slides are intended as supplementary resources and may not be sufficient for standalone instructional purposes.
This compilation is ideal for anyone looking to enhance their understanding of innovation management and drive meaningful change within their organization. Whether you aim to improve product development processes, enhance customer experiences, or drive digital transformation, these frameworks offer valuable insights and tools to help you achieve your goals.
INCLUDED FRAMEWORKS/MODELS:
1. Stanford’s Design Thinking
2. IDEO’s Human-Centered Design
3. Strategyzer’s Business Model Innovation
4. Lean Startup Methodology
5. Agile Innovation Framework
6. Doblin’s Ten Types of Innovation
7. McKinsey’s Three Horizons of Growth
8. Customer Journey Map
9. Christensen’s Disruptive Innovation Theory
10. Blue Ocean Strategy
11. Strategyn’s Jobs-To-Be-Done (JTBD) Framework with Job Map
12. Design Sprint Framework
13. The Double Diamond
14. Lean Six Sigma DMAIC
15. TRIZ Problem-Solving Framework
16. Edward de Bono’s Six Thinking Hats
17. Stage-Gate Model
18. Toyota’s Six Steps of Kaizen
19. Microsoft’s Digital Transformation Framework
20. Design for Six Sigma (DFSS)
To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations
How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...Aleksey Savkin
The Strategy Implementation System offers a structured approach to translating stakeholder needs into actionable strategies using high-level and low-level scorecards. It involves stakeholder analysis, strategy decomposition, adoption of strategic frameworks like Balanced Scorecard or OKR, and alignment of goals, initiatives, and KPIs.
Key Components:
- Stakeholder Analysis
- Strategy Decomposition
- Adoption of Business Frameworks
- Goal Setting
- Initiatives and Action Plans
- KPIs and Performance Metrics
- Learning and Adaptation
- Alignment and Cascading of Scorecards
Benefits:
- Systematic strategy formulation and execution.
- Framework flexibility and automation.
- Enhanced alignment and strategic focus across the organization.
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
This presentation is a curated compilation of PowerPoint diagrams and templates designed to illustrate 20 different digital transformation frameworks and models. These frameworks are based on recent industry trends and best practices, ensuring that the content remains relevant and up-to-date.
Key highlights include Microsoft's Digital Transformation Framework, which focuses on driving innovation and efficiency, and McKinsey's Ten Guiding Principles, which provide strategic insights for successful digital transformation. Additionally, Forrester's framework emphasizes enhancing customer experiences and modernizing IT infrastructure, while IDC's MaturityScape helps assess and develop organizational digital maturity. MIT's framework explores cutting-edge strategies for achieving digital success.
These materials are perfect for enhancing your business or classroom presentations, offering visual aids to supplement your insights. Please note that while comprehensive, these slides are intended as supplementary resources and may not be complete for standalone instructional purposes.
Frameworks/Models included:
Microsoft’s Digital Transformation Framework
McKinsey’s Ten Guiding Principles of Digital Transformation
Forrester’s Digital Transformation Framework
IDC’s Digital Transformation MaturityScape
MIT’s Digital Transformation Framework
Gartner’s Digital Transformation Framework
Accenture’s Digital Strategy & Enterprise Frameworks
Deloitte’s Digital Industrial Transformation Framework
Capgemini’s Digital Transformation Framework
PwC’s Digital Transformation Framework
Cisco’s Digital Transformation Framework
Cognizant’s Digital Transformation Framework
DXC Technology’s Digital Transformation Framework
The BCG Strategy Palette
McKinsey’s Digital Transformation Framework
Digital Transformation Compass
Four Levels of Digital Maturity
Design Thinking Framework
Business Model Canvas
Customer Journey Map
The APCO Geopolitical Radar - Q3 2024 The Global Operating Environment for Bu...APCO
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The Genesis of BriansClub.cm Famous Dark WEb PlatformSabaaSudozai
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Dive into the steadfast world of the Taurus Zodiac Sign. Discover the grounded, stable, and logical nature of Taurus individuals, and explore their key personality traits, important dates, and horoscope insights. Learn how the determination and patience of the Taurus sign make them the rock-steady achievers and anchors of the zodiac.
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Benefits of a 401(k) fiduciary
1. Each plan must have a named
Fiduciary who is the “go to” person
about Plan operation and
administration. This person chooses
and monitors other Plan Fiduciaries
and service providers, and most
prevalent in the news today the
Investment Lineup. This person is the
ERISA §402(a) fiduciary.
https://401kisc.com/benefits-of-a-401k-fiduciary/
2. In the 401(K) world, there are four
types of ERISA fiduciaries: §402(a),
§3(16), §3(21), and §3(38). They are
briefly described as: the Plan
Fiduciary §402(a); the Plan
Administrator §3(16); an
Investment Advisor Fiduciary
§3(21); and, an Investment
Manager Fiduciary §3(38).
https://401kisc.com/benefits-of-a-401k-fiduciary/
3. A Fiduciary owes the duties of good faith
and trust and must act in the best interest
of the Plan, while a Co-Fiduciary advises.
Both must avoid conflicts of interest. it’s
the little things that count! As a §3(21) Co-
Fiduciary, the Investment Advisor gives
“advice” which needs to be in the best
interest of the client. Whether to take the
advice or not is ultimately the final
decision of the Plan Fiduciary
https://401kisc.com/benefits-of-a-401k-fiduciary/