Advantages of Financial Planning for Organizations
Planning is necessary for efficient financial management. How should an organization plan its financial resources to achieve its objectives?
Planning is necessary for efficient financial management. How should an organization plan its financial resources to achieve its objectives?
David Kanani, president of Kanani Advisory Group, shares the important considerations to keep in mind when designating a beneficiary of a life insurance policy. According to David Kanani, choosing a beneficiary can be very simple, yet very important in any account that requires it. “If one is married, unless there are very unusual circumstances, your spouse should be the beneficiary, especially if you live in a community property state,” says Kanani. This could be more...
Few banks are disclosing the number of AI users that engage with their chatbots. Why? Bank of America reported about 20 million or about 30% of their customers arere using ERICA – their chatbot. ERICA has been in use for over 4 years, So, Foresight Research wondered about consumer resistance to AI and chatbots and surveyed 700 consumers of banking products and services to find out the resistance to AI in Illinois. To start with, about...