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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
Speaker: Lee Andrews, Founder at LJA New Media & Tony Karrer, Founder and CTO at Aggregage
This session will walk you through how one CEO used generative AI, workflow automation, and sales personalization to transform an entire security company—then built the Zero to Strategy framework that other mid-market leaders are now using to unlock 3.5x ROI. As a business executive, you’ll learn how to assess AI opportunities in your business, drive adoption across teams, and overcome internal resource constraints—without hiring a single data scientist.
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.
Financial automation isn’t the future—it’s the now. BILL partnered with SMB Group to survey 750 US financial decision-makers and reveal how small and midsize businesses (SMBs) are using trends and insights to tackle challenges and drive growth. The responses are eye-opening! Download our 2025 State of Financial Automation report to uncover: Key automation trends for 2025 and beyond Top concerns and attitudes about automation How AI is driving smarter, faster decisions The challenges of the finan
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.
Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.
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.
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.
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.
Speaker: Andrew Skoog, Founder of MachinistX & President of Hexis Representatives
Manufacturing is evolving, and the right technology can empower—not replace—your workforce. Smart automation and AI-driven software are revolutionizing decision-making, optimizing processes, and improving efficiency. But how do you implement these tools with confidence and ensure they complement human expertise rather than override it? Join industry expert Andrew Skoog as he explores how manufacturers can leverage automation to enhance operations, streamline workflows, and make smarter, data-dri
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.
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.
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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.
The National Financial Reporting Authority (NFRA) has issued an inspection report on audit firm Walker Chandiok & Co LLP (WCCL), highlighting lapses such as the lack of integration between electronic and paper files and the provision of non-audit services prohibited under the Companies Act, 2013. The report also highlighted the existence of related entities of WCCL, Grant Thornton Bharat LLP (GTBL), Grant Thornton Advisory Private Ltd (GTAPL) which are part of a large global "GTIL Networ
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RBI's assessment of notional losses in the HTM portfolio - which it started publishing recently - assumes significance in light of the collapse of the Silicon Valley Bank and a few other US-based lenders in March 2023, stressed by huge losses incurred on holdings of American bonds.
As of November 30, 2023, the company has an order book of 20.16 GW of solar PV modules and 3.75 GW of orders for subsidiary, Waaree Solar Americas located in US. Axis Cap, IIFL Securities, Jefferies India, Nomura Financial Advisory and Securities (India), SBI Capital Markets, Intensive Fiscal Services, and ITI Cap are book running lead managers to the issue.
On the inflation front, with the stable downward movement in core inflation and continuing deflation in fuel inflation, the headline inflation outlook is on a declining trend, notwithstanding temporary disruptions from food prices. RBI has projected inflation to average at 5.4 per cent in FY24.
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