Author: Dave Tapie - Page 2

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Oct, 29 2025

Travel Policy Controls: How to Manage Airfare, Hotels, and Perks Without Killing Employee Morale

Learn how to build a travel policy that controls airfare, hotels, and meal perks without crushing employee morale. Real rules, real data, and real results from companies that got it right.
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Oct, 19 2025

RegTech Costs: How Compliance Automation Delivers Real ROI

RegTech cuts compliance costs by up to 50%, reduces false alerts by 90%, and pays for itself in under three years. Discover how automation turns regulatory burden into competitive advantage.
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Jul, 6 2025

Annual Portfolio Checkup: How to Review IPS, Fees, and Taxes to Boost Your Returns

An annual portfolio checkup reviews your investment policy statement, fees, and taxes to prevent drift and boost returns. Learn how to rebalance wisely, cut hidden costs, and optimize taxes for better after-tax results.