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Jose Minaya, head of investment and wealth management at BNY, talks to PWM about how the successful firm of 2030 will emerge from an unprecedented technological revolution ...

Explore the differences between Lean Six Sigma and PMP, their core methods and certifications, and learn how they work together to improve processes.

SynergERP, a Sage Platinum Reseller and trusted business solutions provider, has taken a strategic step forward in its project execution journey by standardising a project management methodology and ...

Portfolio management is managing investments to maximize return and minimize risk. Financial planning involves informed planning to reach a variety of financial goals.

Explore more actionable strategies in The 2025 Project and Portfolio Management Priorities Report: Managing Work in an Era of Exponential Change to thrive during uncertain times.

Compare top project portfolio management (PPM) software and learn more about pricing, features, and pros and cons in our comprehensive guide.

Professional investment managers keep money in a cash management account to cover withdrawals from the investment fund and to accumulate cash to be invested in securities for the investment portfolio.