Nerd's Eye View

JANUARY 27, 2025

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.

Leverage 80

Leverage Communication Auditing Compliance 80

CFO News Room

JANUARY 6, 2023

A recent study shows how delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals. How a ‘time audit’ can help an individual spend more time on their most important personal and professional activities.

Practice Management 130

Practice Management Auditing Planning Investments 130

Nerd's Eye View

APRIL 14, 2023

Also in industry news this week: The Foundation For Financial Planning has gotten a boost toward its goal of connecting 10,000 CFP professionals with pro bono work thanks to increased funding from Orion Advisor Solutions FINRA has resubmitted a proposal, now with tighter rules, that would allow a broker working remotely to supervise other brokers, (..)

Practice Management 97

Practice Management Auditing Leadership Securities 97

Nerd's Eye View

JANUARY 6, 2023

A recent study shows how delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals. How a ‘time audit’ can help an individual spend more time on their most important personal and professional activities.

Practice Management 98

Practice Management Auditing Planning Investments 98

Nerd's Eye View

APRIL 7, 2023

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 (..)

Prioritization 98

Prioritization Practice Management Auditing Communication 98

PYMNTS

DECEMBER 7, 2020

Plus, Pioneer Bank sues over MyPayrollHR scandal, Procurement Partners secures new funding, and ImagineTime partners on FinTech for accountants. Through 100 percent invoice integration, the service boasts improvements to savings, and offers a compliance audit feature that can help vendors cut spending.

B2B 63

B2B Finance Practice Management Invoicing 63

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. While SECURE 2.0 a fireproof document safe that reminds the client of the ‘security’ the advisor brings to the client’s life).

Planning 130

Planning Leadership Accounting Healthcare 130