Nerd's Eye View

MAY 3, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that nearly a third of advisors in the independent broker-dealer channel have considered transitioning to the RIA channel during the past year as they seek higher payouts and not just "independence" but (..)

Healthcare 85

Healthcare Construction Practice Management Leverage 85

PYMNTS

OCTOBER 1, 2020

Customer data giant Melissa is teaming up with healthcare IT firm Allscripts in a bid to take some of the headaches out of medical billing for doctors. Valid patient addresses and contact data are crucial for today’s healthcare industry, particularly during a pandemic.

Healthcare 74

Healthcare Practice Management Compliance Sales 74

PYMNTS

DECEMBER 7, 2020

Procurement Partners , which works on procure-to-pay services for healthcare providers, has received an investment from Serent Capital , according to a press release. 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 29, 2022

How does the estate-planning practice weave in in practice? Anh: So, it is a separate practice. So, compliance requires us to keep our financial-planning practice and our estate-planning practice separate. So, it’s still separate and compliance does not allow us to cover estate-planning fees.

Leverage 130

Leverage Planning Concentration Tax Planning 130

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. Which means that contributing to and investing the funds in an HSA can be an efficient way to pay for healthcare costs, now or in the future.

Planning 130

Planning Leadership Accounting Healthcare 130