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Weekend Reading For Financial Planners (Jan 7-8)

CFO News Room

How planning specializations can help firms and their advisors stand out from the pack. From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

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Automation Strategies, Costs, And ROI: How I Leveraged Zapier To Streamline Lead Management

Nerd's Eye View

Tools are available to help ensure that communications are securely archived and include necessary disclosures to meet regulatory requirements, promoting transparency and ensuring that firms are prepared for audits.

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Wolters Kluwer: Audit firm solutions pre-approved for Singapore’s SMEs Go Digital program

Future CFO

Two audit firm solutions of Wolters Kluwer have been pre-approved by the Infocomm Media Development Authority (IMDA), a statutory board of the Singapore government, said Wolters Kluwer Tax & Accounting (TAA) Asia Pacific (APAC) recently.

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Auditing and accounting talent shortage remain a top issue

Future CFO

Auditing and accounting talent shortage continue to make employers toss and turn, according to a global survey of more than 4,100 accountants and 2,300 auditors. With unemployment rates at historic lows, it’s not surprising that auditing and accounting talent shortage is a hot issue, said David Osborne, CEO at Caseware.

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Weekend Reading For Financial Planners (Jan 7-8)

Nerd's Eye View

How planning specializations can help firms and their advisors stand out from the pack. From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

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Weekend Reading For Financial Planners (April 15-16)

Nerd's Eye View

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

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Weekend Reading For Financial Planners (April 8-9)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)