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The Crucial Role of Transparent Communication in Finance

CFO Plans

In the ever-evolving financial services industry, maintaining transparent communication between boards and stakeholders is more crucial than ever. Explore Proven Communication Strategies that enhance financial transparency, offering actionable insights for leaders aiming to foster trust with investors and boards.

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How Fundraisers and Accountants can Better Communicate

The Charity CFO

Fundraising and accounting departments provide vital services to the organization, but when they fail to communicate, it can lead to financial errors. Bridging this communication gap can help your organization ensure every dollar raised is used effectively.

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Why Held-Away Asset Management Technology Is Being Scrutinized By State Regulators (And How Advisors Can Compliantly Manage Clients’ 401(k) Assets)

Nerd's Eye View

Alternatively, some advisors have instead opted to collect clients' login information so they can execute the trades in their clients' accounts themselves –presenting numerous data security and compliance issues for the advisor (and can lead to the advisor being considered to have custody over client assets).

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Why Regulators Are Questioning The Use Of Held-Away Asset Management Technology (And What Advisors Can Do About It)

Nerd's Eye View

Alternatively, some advisors have instead opted to collect clients' login information so they can execute the trades in their clients' accounts themselves –presenting numerous data security and compliance issues for the advisor (and can lead to the advisor being considered to have custody over client assets).

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Managing Security Risks with Virtual Bookkeeping

CFO Share

But many fear remote bookkeeping exposes them to security risks – hackers, fraudsters, and embezzlement – especially if the virtual bookkeeping solutions use employees in foreign countries. Bookkeeping security risks are always a valid concern, especially since internal staff perpetrate 57% of small business fraud.

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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

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The Changing Role of CFOs in a Technology-Driven World

Bramasol

This blog post provides an overview of these major waves of change based Bramasol's more than 27 years of working closely with CFOs and their stakeholders across many industry segments and technology innovation cycles. The Big Picture View CFOs are increasingly seen as strategic partners to the CEO and the board of directors.

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