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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 (..)
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.
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.
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.
We also have a number of articles on practicemanagement: 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.
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