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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

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How to Build a Remote-First Workforce Planning Model: Best Practices for Planning a Cost-Effective Hybrid Workforce

Onplan

How do you weigh and plan for the costs of such a change? In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. That should help you consider all the moving parts as you plan your strategy.

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Holding Onto Your Marketing Budget in a Downturn

CFO News Room

Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. For example, a viewer may react positively to a highly creative television commercial and go online to make a purchase — but it’s likely that the “last click” will get the credit for driving the sale.

Budgeting 130
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Lego Builds Stellar First Half As ‘Kidults’ Stay Home

PYMNTS

Consumer sales grew 14 percent compared with the first half of 2019 and the brand’s global market share increased. Toy industry sales increased by 9 percent in the first half of 2020 across the 12 global markets tracked by The NPD Group. Global revenue for the first half of the year grew 7 percent to $15.7 Operating profit was $3.9

Math 64
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My New ETF: 100% of Upside + 0% of Downside

Barry Ritholtz

At least, if you are a smart investor who does the right things: Set up a financial plan, manage your own behavior, engage in long-term thinking, and avoid reacting to the endless daily noise that markets + media generate. My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

Math 74
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How to Build a Remote-First Workforce Planning Model: Best Practices for Planning a Cost-Effective Hybrid Workforce

Onplan

How do you weigh and plan for the costs of such a change? In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. That should help you consider all the moving parts as you plan your strategy.

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Car Subscriptions Hit Pause As BMW, Audi Suspend Programs

PYMNTS

While the company did not release any sales or financial data concerning the program or its decision to end it, a spokesperson was quoted in The Verge as saying the alternative financing method had “reached its capacity limits.”. 31, and we are no longer taking new members,” a sales representative told The Verge. percent to $39,259.

Math 81