Arquivos Sem categoria - Você e seu Dinheiro

Planejador financeiro x agente autônomo de investimento

AmanMorbeck — Fri, 07 Jan 2022 12:00:32 +0000

Neste post, quero pontuar o que caracteriza a atuação do planejador financeiro e do agente autônomo de investimento no atendimento às necessidades do cliente no cuidado com suas finanças pessoais. No mercado financeiro há diferentes profissionais trabalhando com foco no gerenciamento e no cuidado do patrimônio de terceiros. Você pode até pensar que as funções

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Tesouro Selic terá isenção de 0,25% ao ano para saldo até R$ 10.000,00

AmanMorbeck — Fri, 24 Jul 2020 13:00:26 +0000

A partir do dia 1º de agosto de ano o Tesouro Selic terá isenção de 0,25% para saldo até R$ 10.000,00. Esse percentual corresponde à taxa de custódia cobrada pela B3 (Bolsa de Valores) e sua suspensão beneficiará 53% dos investidores (689.000 até o presente) nesse título. Lembrando que seu referencial é a taxa Selic,

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A digital prescription for the pharma industry

Fred Marvila — Mon, 09 Dec 2019 05:36:33 +0000

Supported by a robust sales force and tight cost controls, Pharm Ltd. experienced sustained double-digit growth over a number of years, only to find that their supply chain struggled to keep pace.

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Within the construction industry as their overdraft

Fred Marvila — Fri, 22 Jan 2016 05:43:23 +0000

Many businesses, large and small, have a huge source of great ideas that can help them improve, innovate, and grow, and yet so many of these companies never think of using this amazing corporate asset. What is this highly valuable asset? Its own people.

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Strategic and commercial approach with issues

Fred Marvila — Fri, 22 Jan 2016 05:41:50 +0000

Says Morgan Fraud, the author of The Thinking Corporation, “Given that we are all capable of contributing new ideas, the question becomes how do you successfully generate, capture, process and implement ideas?” Becoming an organization capable of answering this question can benefit in a number of ways

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Seven weeks working ‘pro bono’ with a charity

Fred Marvila — Fri, 22 Jan 2016 05:40:21 +0000

Growth through innovation/creativity. Rather than be constrained by ideas for new products, services and new markets coming from just a few people, a Thinking Corporation can tap into the employees.

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Retail banks wake up to digital lending this year

Fred Marvila — Fri, 22 Jan 2016 05:37:17 +0000

The effort vastly improved the company’s planning and execution functions, created and implemented a new stock policy that accounted for specific SKUs and key variables, streamlined the order preparation process and reduced distribution transport times.

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Harvest great ideas from your company’s best assets

Fred Marvila — Fri, 25 Dec 2015 10:25:45 +0000

In particular, the initial state of the company’s sales and operations planning capabilities limited their ability to account for demand variability or raw material lead times in production and distribution. Improve sales and operations and production planning.

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Three Social Media Hacks for the Busy Entrepreneur

Fred Marvila — Fri, 25 Dec 2015 10:25:29 +0000

The teams focused their efforts on a few of the highest-value S&OP levers in order to review the current planning process, identify gaps in the planning infrastructure and analytically understand demand and supply variability.

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Stick with Your Concept but Do Your Homework

Fred Marvila — Fri, 25 Dec 2015 10:25:17 +0000

With hundreds of medications in the market, Pharm Ltd. needed a proper method to predict and manage their inventory. Using a mean absolute percentage analysis (MAPE), the teams defined appropriate levels for raw materials and finished products by mapping.

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