Tag: Planning

business planning

Blockchain Technology Market 2020-2024: Post-Pandemic Industry Planning Structure | Technavio

3 months ago
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LONDON–(BUSINESS WIRE)–The blockchain technology market is expected to grow by USD 8.07 billion during 2020-2024, according to Technavio. The report offers a detailed analysis of the impact of the COVID-19 pandemic on the blockchain technology market in optimistic, probable, and pessimistic forecast scenarios.

Enterprises will go through Response, Recovery and Renew phases. Download a Free Sample Report on COVID-19

The blockchain technology market will witness a positive impact during the forecast period owing to the widespread growth of the COVID-19 pandemic. As per Technavio’s pandemic-focused market research, market growth is likely to increase as compared to 2019.

With the continuing spread of the novel coronavirus pandemic, organizations across the globe are gradually flattening their recessionary curve by leveraging technology. Many businesses will go through response, recovery, and renew phases. Building business resilience and enabling agility will aid organizations to move forward in their journey out of the COVID-19

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business planning

Despite COVID-19, The Concurrent Planning Market Is Booming

3 months ago
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Some suppliers of supply chain planning (SCP) software are experiencing robust growth despite the global pandemic. Solvoyo expects to grow by 15% this year. Kinaxis, a public company, reports that their revenues over the first 3 quarters are up year over year by over 25%. RELEX Solutions expects their revenues to be up by about 30% by year end despite the company’s decision to deemphasize growth and become more profitable. Adexa expects that their revenues will grow by 35% or more by the end of the calendar year.

For each company, there are more than one reason for the robust growth, but all make the point that the need for an agile supply chain has never been stronger. Dramatic demand shocks have been all but impossible to forecast. Agility is what is required to respond effectively when supply chains are being whiplashed

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business planning

Envestnet | MoneyGuide’s Latest Advisor Survey Finds Financial Planning Services, Fees on the Rise

3 months ago
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RICHMOND, Va., Dec. 3, 2020 /PRNewswire/ — Envestnet | MoneyGuide has published the findings of its latest survey on the state of the financial planning industry according to advisors, along with their outlook on fees, as well as perceived challenges and threats in the current environment, in a new white paper titled State of Financial Planning and Fees: The Bigger Picture. Based on the survey results, financial planning services are on the rise, with many advisors charging a fee for their services, and these fees have steadily increased over the last five years.

The financial advisor industry is growing and evolving. According to industry statistics compiled by IbisWorld, the market size of the financial planning and advice industry has grown by 1.8% per year on average between 2015 and 2020, which is faster than the overall economy. Advisors today are providing more holistic advice and financial planning

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business planning

French Business Planning Platform Pigment Announces It Has Raised $26 Million

3 months ago
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French business planning startup Pigment, cofounded by Criteo cofounder Romain Niccoli and ex-Index investor Eléonore Crespo, announces it has raised a total of $25 million. The amount is combined between a €3.5 million seed round, and the rest is in a Series A round. The Series A round was led by Blossom Capital, with participation from investors FirstMark Capital and Frst – as well as angel investors including Paul Melchiorre, former CEO of business planning giant Anaplan, and David Clarke, the ex-CTO of Workday.

Pigment allows users to have data insights into budget, planning, human resources, and any type of information that would be necessary for a business to hone its strategy.  

“Pigment is useful for any process in which a decision maker in the company tries to lay a number to strategize,” Crespo, who serves as the company’s CEO, says. “You

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business planning

CapabilitySource Launches New Strategy, Planning and Budgeting Tool

3 months ago
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SAN ANTONIO, Dec. 2, 2020 /PRNewswire/ — In an effort to continue to modernize marketing technology, CapabilitySource, a digital business transformation consultancy, recently released a new and easy to use tool that provides capability benchmarks for strategy development. This Strategy, Planning and Budgeting Readiness Calculator is available to marketers who want to be more prepared to create and shift 2021 marketing ability.

CEO of CapabilitySource Glenn Coward believes that this calculator will assist marketing executives in crafting an effective framework for reacting to changes in the marketplace.

“With the chaos that’s ensued from COVID-19, our clients have shown they need a nimble marketing strategy now more than ever. This free tool is the only benchmark framework that combines the three intertwined concerns of strategy, planning and budgeting to assist in creating an agile marketing plan,” Coward said. “The SPB Calculator provides recommendations for both business and technology that have

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business planning

3 Enrollment Marketing, Inc. Announces New Solution That Modernizes Strategic Planning

3 months ago
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ONEONTA, N.Y., Dec. 2, 2020 /PRNewswire-PRWeb/ — After years of investing in the current approach to strategic planning, higher education is experiencing widespread financial weakness, stagnating or decreasing completion and retention rates, rising student debt, increasing discount rates, and declining college-going rates—while institutions grow more undifferentiated. For many, the value of a postsecondary education is in question.

Why has strategic planning failed to improve the higher education landscape?

Until now, strategic planning has been very insular, focused on best practices and tools solely within higher education. It has been standardized: the same goals, processes, and metrics are applied across institutions, driving towards sameness and mediocrity. The plans are not actionable fast enough to make an impact and gain widespread internal support.

It’s time for a change—a change in approach and results. 3 Enrollment Marketing, Inc. has modernized the process with the 3E Strategic Planning and Institutional Effectiveness solution, which

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business planning

Overcoming 3 Major Barriers to RIA Succession Planning

3 months ago
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We all know the veteran RIA owner’s lament.

“I started this business from scratch 30 years ago. It’s my baby, and I love it. And yes, of course I want to provide a leadership path for my top team—I’m just not ready to give up control just yet.”

Related: Succession Planning Post COVID-19

The owner is talking about succession planning, and his hesitancy is understandable. It’s also unfortunate.

A thoughtful, durable succession plan will increase the value of the enterprise for all concerned, from the founder to his internal successors and the entire support staff. It’s also a boon to the firm’s clients, who can rest easy knowing they—and maybe their children—can collaborate for years to come with a firm whose culture and style they admire.

Related: The RIA Industry’s ‘Succession Puzzle’

Besides, in most of our succession coaching with financial advisory firms, the founder remains an active participant for

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business planning

Instrumental Wealth Launches Independent Financial Planning Practice In Tampa

3 months ago
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TAMPA, Fla., Dec. 2, 2020 /PRNewswire/ — Instrumental Wealth, a comprehensive financial planning firm created to serve business owners, professional athletes and executives, today announces the launch of an independent SEC-registered investment adviser in Tampa, Florida. The six-person team, previously affiliated with Northwestern Mutual where they oversaw $150 million in assets under management, is led by David S. Silver, CFP®, who will serve as CEO and President of the firm.

Silver, a CERTIFIED FINANCIAL PLANNER™ and 17-year wealth management veteran with a B.S. in Entrepreneurship from the University of Tampa, pursued this independent practice to add new technology, a sophisticated investment offering and customized solutions to his client-centric service model.

“I got into this business to have a meaningful relationship with clients – to have a real, lasting impact on their lives,” said Silver. “This move gives us the freedom and flexibility to adapt to the

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business planning

New Retirement Planning Book from The Diamond Group Wealth Advisors Outlines Five Key Principles to Strive to Live Your Best Life

3 months ago
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SAN RAMON, Calif., Dec. 2, 2020 /PRNewswire/ — Retired and soon-to-be retired professionals, executives and business owners can find five key  principles to help reduce taxes and preserve their hard-earned wealth to create a more abundant lifestyle and a greater legacy in a new book, “Retire Abundantly” co-authored by Marilyn Suey CFP TM, Ora Citron MBA, and Scott Keffer.

“Building wealth over your lifetime is one thing. Successfully saving, preserving and passing on your hard-earned wealth is another,” said Marilyn Suey, founder of The Diamond Group Wealth Advisors, based in San Ramon. Calif. “You may only retire once, so let’s plan on getting it right!’

“This is an easy to read book that is a handy reference for many high-net worth families as they take their next steps to retirement,” said Kevin Harrington, an original Shark on the hit TV Show, “Shark Tank” and  inventor

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business planning

Supply Chain Planning, Forecasting and Pricing Sessions from BLUEPRINT 2020 Conference Now Available on Demand

3 months ago
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ATLANTA, Dec. 01, 2020 (GLOBE NEWSWIRE) — Blue Ridge, a leader in supply chain planning and pricing solutions, announced today that all keynotes and sessions from its annual conference, BLUEPRINT 2020, are now available on demand. BLUEPRINT, held virtually on Sept. 23-24, featured actionable, informative general sessions and keynotes from:

  • Supply Chain industry experts Lora Cecere and Adrian Gonzalez
  • Blue Ridge CEO Jim Byrnes, EVP of Product Strategy Cliff Isaacson and CTO Santhosh Srirambhatla
  • Blue Ridge customers including Watsco and Shamrock Foods
  • Blue Ridge partners including Koerber Supply Chain and Northfind Management
  • Blue Ridge product leaders for Supply Chain Planning, Integrated Business Planning and Price Optimization

All sessions can be viewed on-demand at https://blueridgeglobal.com/blueprint-2020-ondemand.

BLUEPRINT is an insight-rich and practical event for supply chain executives, directors, managers and practitioners who desire immediately actionable strategies to improve their business performance.

“On-demand virtual conference viewing has become the norm in this

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