This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Financial advisors have a fiduciary obligation to act in their clients' best interests, and at the same time are prohibited by state and SEC rules from making misleading statements or omissions about their advisory business. These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's describe
In the era of constant change, organizations must embrace dynamic finance to thrive. Rajani Kesari, CFO at Nayara Energy, explores the transformative principles shaping finance, driving collaborative business integration, and propelling finance into a strategic driver of sustainable profitability.
Welcome everyone! Welcome to the 365th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Nelson. Rob is the CEO and Founder of NorthRock Partners, an RIA based in Minneapolis, Minnesota, that oversees $5 billion in assets under management for 1,500 client households. What's unique about Rob, though, is how while many advisory firms increasingly talk about being more than 'just' their client's financial advisor and instead their entire 'personal CFO', Rob has b
Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.
Edtech platforms including Emeritus, Coursera, upGrad, Simplilearn and Great Learning say they have seen a sharp uptick in the number of top executives—including CXOs—who are opting for upskilling to stay on top of things in a fast-changing business environment.
We know that SAP is the right choice for many mid-market businesses that are digitally transforming or looking to put in place an ERP; we’ve been helping mid-market businesses leverage SAP for more than 25 years.
We know that SAP is the right choice for many mid-market businesses that are digitally transforming or looking to put in place an ERP; we’ve been helping mid-market businesses leverage SAP for more than 25 years.
Billie Eilish may be only 22, but she sings like a chanteuse with decades of hard living behind her — a world-weary angel. Her version of this little tune gives it an entirely different read than the original Judy Garland take from Meet Me in St Louis. I imagine this version has some studio exec suggesting she do an album of Christmas songs; but not only is it way too early in her career) for that, it’s a bit lightweight and ephemeral for her wonderful voice and phrasing; instead, sh
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more. And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).
The fundamentals of marginal revenue: a quick recap Marginal revenue is the additional income generated from selling one more unit of a product or service. It's key in strategic finance for making informed decisions about pricing and production.
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
This week, we speak with Stephen Suttmeier , director and chief equity technical strategist at B of A Merrill Lynch. His Monthly Chart Portfolio of Global Markets and Market Analysis Commentary are both widely read among professional traders. He has been highly ranked in Institutional Investors’ Research Poll and was the winner of the Best Bank for Equity Research category in the Technical Analyst Awards.
Throughout history, there has been an age-old question of the difference between an investment and an expense. Society often views expenses as a permanent fixture in life, suggesting that there is no path away from their burden. But what if there was an alternative path? What if there was a way to shift our financial mindset about expenses from one of endless sunk costs to one of intentional investment?
"Inexpensive sensorisation and the power of artificial intelligence are opening up new ways to drive extreme levels of efficiency, ensure real-time decision-making, and rapidly deploy transformative business models.
Employee benefits packages play a big role in attracting and retaining top talent. According to Forbes, 10% of workers say they’d take a pay cut to get access to better benefits. As a small nonprofit, it can be difficult to determine what benefits mean the most to your employees, especially if you’re working within a strict budget. This nonprofit employee benefits guide goes through the most common types of benefits and how you can add them to your benefits offerings.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • The 2024 research dump! A comprehensive round-up of all the 2024 investment outlook reports ( Financial Times ) • Christmas Didn’t Start Out as a Shop Fest. Here’s How It Became One. the holiday season accounts for nearly a fifth of U.S. annual retail sales, and more for sellers of clothes, toys, and other prime gift items.
What is Vena solutions? Vena solutions is comprehensive software designed for financial planning and analysis (FP&A). It's a platform that combines advanced financial forecasting, budgeting, and reporting capabilities with a familiar interface. At its core, Vena leverages the versatility and familiarity of Microsoft Excel interface while enhancing it with powerful features typical of more advanced FP&A software.
Tarun Rustagi, Chief Financial Officer of Canara HSBC Life Insurance elaborates on how 2023 shaped customer behaviour and how the regulations shaped the industry.
Does your nonprofit have ownership of a for-profit entity? Whether your organization owns a for-profit company outright or has limited ownership, a for-profit subsidiary can have serious tax implications for your nonprofit. Let’s work through some of the most pressing tax implications you might face as a nonprofit with ownership in a for-profit company.
Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.
The Best Way to Sell Your House with Jonathan Miller, Miller Samuel, December 27, 2023 Is it a seller’s market? That seems to be the consensus, but there are still tips and tricks to getting the biggest return for your home. On today’s episode, we discuss what to do, and NOT do, when selling a house. Full transcript below. ~~~ About this week’s guest: Jonathan Miller is founder and President of Miller Samuel.
Embarking on a transformative journey, CFOs emerge as strategic architects, shaping corporate destinies. ETCFO delves into the impactful stories of top 2023 promotions, illustrating their key role in propelling success and fostering change.
In this insightful piece, Mukul Kanchan, Head of Finance at Plum, emphasizes the imperative synergy between CFOs and CHROs, advocating for data-driven decisions to elevate employee engagement and well-being, ultimately proving that investing in employees yields significant returns.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
The Madras High Court has stayed the Income Tax Department's demand of ₹9,403.09 crore from Cognizant Technologies for its share buyback of over ₹19,000 crore in 2017-18. The court has directed Cognizant to pay ₹1,500 crore within four weeks as security against the tax demand. If the company fails to comply, the stay order will be vacated automatically.
In detailed guidelines, the CBDT said TCS will be collected on the gross amount charged to the customer. In case the buyer receives a discount, the TCS will be on the final invoice raised to the buyer irrespective of whether the first e-commerce operator is offering the discount or the second. The CBDT also said in case of purchase of goods which are not under the purview of Goods and Services Tax, the TDS will be applicable on the amount without including state levies, VAT or other tax.
India Inc 2023: The year 2023 saw significant turmoil within several prominent Indian businesses, including Bharat Forge, Indigo, Raymond Group, and Religare Enterprises. These disputes among family members, friends, and stakeholders shed light on critical issues. It emphasized the necessity for clear succession plans, strategies to shield companies from relationship conflicts, and improved scrutiny of stakeholders.
Uday Kotak, the Kotak Mahindra Bank founder, voiced for corporates to shift away from banks as part of helping India achieve dreams of 9% annual growth and becoming a $30 trillion GDP by 2047. Highlighting the shift from savers to investors, he emphasised challenges in banking, urging large corporates to shift to capital markets. He warned against Japan's economic history and stresses policies to avoid market bubbles.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
We organize all of the trending information in your field so you don't have to. Join 39,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
98 
.png)
.jpg)
Let's personalize your content