Strategic planning is not a one-time activity but an ongoing commitment to methodically aligning an RIA’s goals with its core values and purpose. Creating a single-page snapshot of five-year, one-year ...
Definition: Tax-planning funds cater to the investors' need of minimizing tax burden on the returns from investments. They are also called equity-linked tax saving funds or ELSS. These funds are ...
Definition: An Employee Stock Option Plan (ESOP) is a benefit plan for employees which makes them owners of stocks in the company. ESOPs have several features which make them unique compared to other ...
With predictive analytics, HR leaders can create a retention strategy that minimizes turnover and supports long-term business goals. Data-driven workforce planning with AI allows HR departments to be ...