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  • Financial Technology : Case Studies in Fintech Innovation
    Financial Technology : Case Studies in Fintech Innovation

    Fintech continues to revolutionize financial services.Financial Technology shows you how to navigate this increasingly de-centralized, personalized and automated environment.This new textbook strikes a balance between academic depth and commercial relevance in examining the advantages and challenges of these changes through the lens of various analytical frameworks.Financial Technology demystifies key technologies, such as blockchains, APIs, AI, machine learning, and cloud computing, in a clear and accessible style suitable for readers with no technological background. Real-world case studies from a variety of international organizations including Lloyds Bank, TransferWise, Generali, Starling and Stocktwits, bridge the gap between theory and practice and contextualize learning in terms of real businesses, from large incumbents to smaller start-ups.With coverage of robo-advisors, mobile-only banks, open banking and risk and regulation, this book also explores a range of analytical frameworks to critically examine new technologies and emerging business models.Financial Technology enables readers to understand the fintech movement in the context of recent financial history, examine the key drivers of change and form insights about the financial system in a forward-looking and global manner.Online resources include PowerPoint slides for lecturers and additional case studies.

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  • Financial Innovation and Sustainability : Green, Blue and Sustainable Finance
    Financial Innovation and Sustainability : Green, Blue and Sustainable Finance

    In recent years, factors such as sustainability, digitalization, climate change, energy transformation, social inclusion, gender parity, and Environmental, Social and Governance (ESG) risk have been playing an increasingly important role in the process of financial transformation.The effect of the impact is increased regulation and guidance for financial markets, in relation to adapting current activities to meet the new challenges, for example: • The process of greening finance and spreading the blue wave in finance. • Building sustainable value in the business models of financial institutions. • Creating an offer of sustainable financial products. • Ensuring parity between women and men in the decision-making bodies of financial institutions. • Sustainable ratings. • Climate stress tests. This book focuses on the intersection between nature and finance and offers a comprehensive overview of the trends, transformations and challenges in finance and the financial markets related to the effects of sustainability concepts or ESG factors.The book has been designed to show these trends, through the evolving subdisciplines of finance, such as green and blue finance.It presents critical recommendations for the ecosystem and network of finance in the era of ESG and sustainability and paints a comprehensive picture of contemporary finance, identifying the factors determining its sustainable transformation.This is one of the first books to present the issues of sustainability and ESG risk in finance through the prism of individual types of finance. Not only will the book appeal to scholars and researchers in the field of banking, economics, finance and accounting, but it will also find an audience among policymakers and practitioners involved in the finance and sustainability discourse.

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  • Financial Techtelligence : The Financial Advisor's Guide to Harnessing the Power of Innovation and Technology to Create Wealth
    Financial Techtelligence : The Financial Advisor's Guide to Harnessing the Power of Innovation and Technology to Create Wealth

    Raise the bar for meaningful customer connections, time efficiency, and exceptional performance accuracy with effective use of technology Financial Techtelligence is the financial advisor's guide to practice enhancement through the strategic use of technology.With over 20 years of experience as a financial consultant to private investors, author Bryan Mills has steered his expertise toward helping other financial professionals develop a general understanding of how technology will create a more personal experience with useful time-saving and practice-improving strategies.In this book, he demonstrates how technology can help your practice thrive and offers a clear blueprint for effective implementation.You'll delve into the four benchmarks of a successful technology strategy Audience, Budget, Due Diligence, and Expectations and learn how to appropriately define each step to best suit your specific practice.Technology continues to help stockbrokers, financial advisors, insurance agents, and other financial services professionals raise the bar for performance, and it's time for you to claim these advantages for your own practice. Rapid technological innovation has brought about game-changing tools that harness the power of cost-effective trends in marketing and practice management.This book shows you how to choose the tools that are best for your practice, and leverage their capabilities to improve the customer experience. * Identify and target your customer base * Develop a budget for reaching your goals * Understand your strategy's risks and rewards * Set realistic expectations without aiming too low Every financial services professional is constantly on the lookout for that one great idea that will rocket their practice to the top.Better practice management, more streamlined operations, higher levels of client service, and of course, optimal outcomes are the cornerstones of exceptional financial service firms.Financial Techtelligence shows you how technology can get you there, and how to implement a strategy customized for your practice.

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  • Enhancing Sustainability Through Non-Financial Reporting
    Enhancing Sustainability Through Non-Financial Reporting

    The issue of sustainability has become increasingly important at a global level, prompting governments, international organizations, and private and public organizations to seek ways to contribute to sustainable development.However, the lack of accountability and transparency in organizations has made it difficult to identify, measure, and disclose their sustainable practices and impacts.Additionally, there is a lack of consensus on the determinants and impacts of the extent and quality of non-financial information reporting.Enhancing Sustainability Through Non-Financial Reporting is a book edited by Albertina Monteiro, Ana Pinto Borges, and Elvira Vieira that offers a comprehensive analysis of the relationship between sustainability/ Environmental, Social and Governance (ESG) practices and reporting, and the accounting, finance, and management fields.The book provides a high-quality vehicle for the dissemination of new knowledge and tendencies, using both qualitative and quantitative methods.It welcomes and encourages articles from both academics and practitioners, with empirical and theoretical articles accepted to reach various audiences and a diversity of topics.The book aims to better understand the contributions of organizations to sustainable development, the level, determinates, and impacts of non-financial information reporting, the impact of sustainability reporting standards on the extent and quality of non-financial reporting, and the role and challenges of accounting, finance, management, and auditing.It is an essential resource for academics and practitioners in accounting, finance, and management, as well as other interested groups and individuals seeking to enhance sustainability through non-financial reporting.

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  • What is the difference between financial advisory and financial management?

    Financial advisory involves providing advice and guidance to individuals or businesses on how to manage their finances, make investment decisions, and plan for their financial future. Financial advisors help clients understand their financial situation and make informed decisions about their money. On the other hand, financial management involves the day-to-day management of an individual's or business's finances, including budgeting, cash flow management, and financial reporting. Financial managers are responsible for implementing the strategies and plans developed by financial advisors to ensure that the client's financial goals are met. In summary, financial advisory focuses on providing advice and guidance, while financial management involves the implementation and ongoing management of financial plans and strategies.

  • What are financial circumstances?

    Financial circumstances refer to an individual's or a family's overall financial situation, including income, expenses, assets, debts, and financial goals. It encompasses factors such as employment status, salary, savings, investments, and any financial obligations or liabilities. Understanding one's financial circumstances is essential for making informed decisions about budgeting, saving, investing, and planning for the future. It can also impact an individual's ability to access credit, secure loans, or make major purchases.

  • What are financial difficulties?

    Financial difficulties refer to the challenges and struggles that individuals or organizations face in managing their finances. This can include issues such as not being able to pay bills on time, accumulating debt, or struggling to make ends meet. Financial difficulties can be caused by various factors such as job loss, unexpected expenses, or poor financial management. These difficulties can have a significant impact on a person's overall well-being and can lead to stress, anxiety, and other negative consequences.

  • What are financial problems?

    Financial problems refer to difficulties or challenges related to managing money and finances. This can include issues such as excessive debt, inability to pay bills on time, lack of savings, or living beyond one's means. Financial problems can also arise from unexpected expenses, job loss, or other financial setbacks. These problems can cause stress, anxiety, and impact overall well-being if not addressed and managed effectively.

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  • Banking Resilience And Global Financial Stability
    Banking Resilience And Global Financial Stability

    In contrast to non-financial firms, banks have undergone significant turbulence in the past decade, enduring severe financial crises and unprecedented regulatory reforms.New regulations, including heightened capital and liquidity requirements, measures to address regulatory migration, resolution authority, stress testing, and capital planning, have spurred the development of new tools to manage institutional failure.The primary goal has been to reduce the likelihood of poor performance and improve stock market valuations to restore public confidence in the industry.The banking industry plays a vital role in global economic and financial stability and is subject to intense regulatory and market scrutiny.Financial instability can be very costly for banks due to its spillover effects on other parts of the economy.Therefore, a sound, stable, and healthy financial system is essential for efficient resource allocation and risk distribution across the economy.This is the first book that comprehensively addresses a range of contemporary issues in the global banking industry, providing a thorough understanding of the challenges and opportunities faced by the sector.The book examines how banking business models, effective policies, and regulations can address these issues, covering corporate governance, asset-liability management, risk management, financial performance, and regulatory frameworks.The potential benefits of alternative banking models, including Islamic banking, and their contribution to global financial stability and resilience are also explored.Contributions from international scholars using both quantitative and qualitative methods provide new insights, recent findings, and perspectives on future bank stability and resilience in a global context.The book also presents updated evidence and debates on the impact of recent regulations and governance structures on the industry, which has undergone significant changes in response to financial turmoil and new laws and regulations aimed at enhancing bank resiliency, protecting against systematic risks, and promoting fair and ethical banking practices.

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  • Innovation in Financial Services : A Dual Ambiguity
    Innovation in Financial Services : A Dual Ambiguity

    This book gathers together some of the most up-to-date thinking in the growing field of innovation in services and more particularly, in financial services.It explores the peculiarities of innovation in financial services firms and surrounding market players, discusses the open nature of the innovation process, and analyses its success factors and its interplay with strategy and performance.This book provides topical insights on the challenges facing the financial industry, such as the convergence with other sectors, and the increasing regulatory burden.By combining multidisciplinary approaches and by selecting a number of cutting-edge research models, theories, empirical findings and practitioners' insights, it offers unique, contemporary and multidimensional perspectives on innovation for a sector of paramount importance for the running of economies around the world.This book comes at a time of turbulence, uncertainty and within an industry in need of vision and strategic foresight.By synthesizing multiple views from academia and practice, it opens the agenda and contributes to the on-going debate of redefining the multi-polar role of innovation in the financial industry.

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  • Financial Wellness and How to Find It
    Financial Wellness and How to Find It

    'Fascinating' Stylist magazine'A powerful reminder that we cannot discuss 'wellness' without also talking about the elephant in the room: money.This book isn't just about getting reconnected with a helpful app or spreadsheet but something much more important than that: it will inspire you to reconnect with yourself.' Emma GannonFinancial Wellness and How to Find It takes finance out of the business pages and into our personal lives.It tells us that the way we think about money has a lot to do with the way we think about ourselves, and the stories we believe about what we deserve. When you feel bad about money, it's hard to feel good about life.We focus on health and wellness as essential for happiness, but so often we choose to bury our heads in the sand when it comes to taking positive action over our finances.Financial wellness doesn't mean being rich, having a portfolio of stocks and shares, or being #debtfree.It's about understanding your emotions around money, knowing who you can turn to for support and being aware of your subconscious beliefs about self-worth. Melanie Eusebe, founder of Money Moves, shares the tools and resources you need to reset your relationship with money, and take charge of your financial happiness, whatever your situation, and regardless of the economy. Financial Wellness and How to Find It is empowering and essential reading for anyone who ever earned a paycheque (and spent it).

    Price: 12.99 £ | Shipping*: 3.99 £
  • Nonprofit Sustainability : Making Strategic Decisions for Financial Viability
    Nonprofit Sustainability : Making Strategic Decisions for Financial Viability

    Praise for NONPROFIT SUSTAINABILITY "This is much more than a financial how-to book.It's a nonprofit's guide to empowerment. It demystifies mission impact and financial viability using The Matrix Map to provide strategic options for any organization.A must-read for every nonprofit CEO, CFO, and board member." —Julia A.McClendon, chief executive officer, YWCA Elgin, Illinois "This book should stay within easy reaching distance and end up completely dog-eared because it walks the reader through a practical but sometimes revelatory process of choosing the right mix of programs for mission impact and financial sustainability.Its use is a practice in which every nonprofit should engage its board once a year." —Ruth McCambridge, editor in chief, The Nonprofit Quarterly "Up until a few years ago, funding and managing a nonprofit was a bit like undertaking an ocean voyage.Now, it's akin to windsurfing—you must be nimble, prepared to maximize even the slightest breeze, and open to modifying your course at a moment's notice.Innovative executive directors or bold board members who want their organization to be able to ride the big waves of the new American economy must read this book." —Robert L.E. Egger, president, DC Central Kitchen/Campus Kitchens Project/V3 Campaign "Most nonprofits struggle to find a long-term sustainable business model that will enable them to deliver impact on their mission.Thanks to Jeanne Bell, Jan Masaoka, and Steve Zimmerman help is now in sight.This book offers practical, concrete steps you can take to develop your own unique path to sustainability without compromising your mission." —Heather McLeod Grant, consultant, Monitor Institute, and author, Forces for Good: The Six Practices of High-Impact Nonprofits "At last!An urgently needed framework to prepare leaders to meet head-on the persistent twin challenges of impact and sustainability.This is a practical tool based on good business principles that can bring boards and staff members together to lead their organizations to sustainable futures." —Nora Silver, adjunct professor and director, Center for Nonprofit and Public Leadership, Haas School of Business, University of California, Berkeley "Together, Jeanne Bell, Jan Masaoka, and Steve Zimmerman equal wisdom, experience, and know-how on sustainability and lots of other things.Buy, read, and learn from this terrific book!" —Clara Miller, president and CEO, Nonprofit Finance Fund "Wisdom, experience, and know-how.Buy, read, and learn from this terrific book!" —Clara Miller, president and CEO, Nonprofit Finance Fund

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  • What is financial mathematics?

    Financial mathematics is a branch of applied mathematics that focuses on the modeling and analysis of financial markets and instruments. It involves the use of mathematical tools and techniques to understand and quantify the risks and returns associated with various financial products, such as stocks, bonds, options, and derivatives. Financial mathematics also plays a crucial role in the development of investment strategies, risk management, and the pricing of financial assets. It is widely used in the banking, insurance, and investment industries to make informed decisions and optimize financial outcomes.

  • What is financial damage?

    Financial damage refers to the negative impact on an individual or organization's financial well-being as a result of a specific event or circumstance. This can include losses from theft, fraud, natural disasters, economic downturns, or other unforeseen events that result in a decrease in assets, income, or overall financial stability. Financial damage can have long-term consequences, such as reduced creditworthiness, increased debt, and difficulty in achieving financial goals. It is important to take proactive measures to protect against financial damage, such as maintaining insurance coverage, implementing strong security measures, and diversifying investments.

  • What is financial education?

    Financial education is the process of learning how to manage and understand personal finances. It involves gaining knowledge and skills in areas such as budgeting, saving, investing, and managing debt. Financial education helps individuals make informed decisions about their money and develop good financial habits for the future. It is important for individuals to have a strong foundation in financial education in order to achieve financial stability and security.

  • What is the difference between individual financial statements and annual financial statements?

    Individual financial statements refer to the financial records of a single person or entity, such as a sole proprietorship or an individual. These statements provide a detailed overview of the financial position and performance of that specific entity. On the other hand, annual financial statements are the financial records of an entire organization, such as a corporation or a partnership, for a specific period of time, typically a year. These statements provide a comprehensive view of the organization's financial activities, including its assets, liabilities, income, and expenses. While individual financial statements focus on a single entity, annual financial statements provide a broader perspective of the financial health and performance of the entire organization.

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