CFO News Room

JANUARY 19, 2023

They also offer educational resources to help users learn the basics of investing. These protections help safeguard investors’ funds and securities in the event of a brokerage firm’s failure or other financial losses. The primary source of revenue for Robinhood is the interest they earn on customer funds held in Robinhood accounts.

Profit and Loss 130

Profit and Loss Securities Nonprofit Investments 130

The Charity CFO

MARCH 24, 2022

Fraud losses in the charitable industry destroy an organization’s reputation, future financing opportunities, and capacity to carry out its mission. The education first department reported Inconsistencies to the USDA in 2020. 3 Common Types of Fraud in Non-profits . How was this fraud uncovered?

Nonprofit 98

Nonprofit Profit and Loss Auditing Leadership 98

The Charity CFO

SEPTEMBER 14, 2022

It’s true that due to their uniquely valuable societal contributions, such as charitable actions or educational priorities, nonprofits receive tax exemption for income from activities substantially related to their primary purpose. . Gains or losses from property disposition. ?? But what if I told you that’s not always true?

Nonprofit 98

Nonprofit Profit and Loss Education CFO 98

The Charity CFO

JANUARY 26, 2023

Start With the Fundamentals of Nonprofit Tax Filing Non-profit organizations operate in many areas of society, including education, healthcare, sports, and social services. NPOs should track all donations, grants, and investments made to their organization to make sure they are properly accounted for.

Nonprofit 52

Nonprofit Accounting Principles Profit and Loss Auditing 52

The Charity CFO

APRIL 15, 2022

During the “Great Recession,” nonprofits have lost their accountants and financial directors at record rates. And they’re tired of the hamster wheel of hiring, re-hiring, training, and re-training bookkeepers and accountants. So why do accountants leave nonprofit organizations? Why Do Nonprofit Accountants Quit?

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

CFO News Room

DECEMBER 30, 2022

Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise. How advisors are increasingly purchasing individual bonds rather than bond funds in client accounts. will affect surviving spouses who inherit retirement accounts from a deceased spouse.

Planning 130

Planning Auditing Investments Securities 130

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. RAMPULLA: Yeah.

Investments 112

Investments Profit and Loss Education Advertising 112