The Retirement Challenge

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In 2012, Pershing challenged the financial services industry to elevate its approach to women investors with its influential whitepaper, Women Are Not a ‘Niche’ Market. Pershing continued to explore this theme in 2015 with a follow-up paper, Women: Investing With a Purpose—illuminating the fact that women investors often need a different approach to achieve their financial goals.

Spotlight

ICE - International Currency Exchange

ICE is one of the largest retail currency exchange operators in the world, with a combined annual group turnover in excess of US$1.5 billion, and a total estate comprising over 400 branches.When the company's founders started ICE in 1973 they had a vision to build a successful business, which would be profitable, a reliable business partner and somewhere people would want to work. Throughout the intervening years of growth, the company has held on to these principles as the core values that have guided ICE to become a world leader in foreign exchange.

OTHER ARTICLES

Cash in the time of Covid: why we need to listen to the experts to protect this vital payment method

Article | April 6, 2020

Covid-19 has had a huge impact on almost every area of our lives: from travel to shopping, the economy to health services. Understandably, these are emotive issues – things that we previously may have taken for granted are now being put under enormous pressure at a time when people are very anxious. Amid the uncertainty, there is a danger that some topics may be sensationalised without any real basis in scientific evidence. One of these is the use of cash as a payment method. In recent weeks, several newspapers have questioned whether cash is still safe to use during the pandemic, with some retailers restricting its use.

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How to access small business loans for COVID-19 financial relief

Article | April 6, 2020

The CARES Act recently passed by Congress funded financial assistance for small businesses experiencing economic hardships caused by the COVID-19 pandemic. Two Small Business Administration (SBA) loan programs established or expanded by the act are of particular interest to family physicians: the Economic Injury Disaster Loan (EIDL) and the Paycheck Protection Program (PPP).

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How machine learning is changing financial services

Article | April 6, 2020

Artificial intelligence (AI) has become integrated into our everyday lives. It powers what we see in our social media newsfeeds, activates facial recognition (to unlock our smartphones), and even suggests music for us to listen to. Machine learning, a subset of AI, is progressively integrating into our everyday and changing how we live and make decisions.

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4 Things that Automatically Disqualify You for a PPP Loan

Article | April 6, 2020

As millions of small business owners are applying for low-interest loans associated with the Paycheck Protection Plan, I can’t help but think of all the small business owners I personally spoke with over Facebook last weekend as the PPP got off to a rather bumpy start as lenders tried to absorb the new regulations associated with the SBA’s disaster relief loans. With that in mind, it seemed like a good time to share 4 things that automatically disqualify you for a PPP loan and talk about an option or two for next steps.

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Spotlight

ICE - International Currency Exchange

ICE is one of the largest retail currency exchange operators in the world, with a combined annual group turnover in excess of US$1.5 billion, and a total estate comprising over 400 branches.When the company's founders started ICE in 1973 they had a vision to build a successful business, which would be profitable, a reliable business partner and somewhere people would want to work. Throughout the intervening years of growth, the company has held on to these principles as the core values that have guided ICE to become a world leader in foreign exchange.

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