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
SAP’s enterprise resource planning solutions (ERP) are made up of modules that deliver specific functionality and combine to provide an end-to-end backend solution for businesses of all types. One of the core modules that significantly benefits manufacturers is the Production Planning module.
Few areas impact a manufacturer more than efficient production planning, and few tools are better for production planning than an enterprise resource planning solution (ERP).
While the share of small business owners planning near-term raises ticked down, average pay hikes are on track to outpace inflation, according to QuickBooks’ findings.
Year-end can be a hectic time for HR professionals, but with proper planning and organization, you can navigate it smoothly. Learn the main watch outs for year-end HR prep with Paycor’s helpful checklist covering employee data, wage and tax information, and special situations. Ensure compliance and efficiency by downloading today!
While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the fees charged for those services.
Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.
This white paper, by GEP, shares a 6-point plan to gain visibility and track ESG performance across your supply chains. Gaining visibility into ESG performance is a necessary first step to achieving ESG goals. But organizations must overcome challenges and develop processes to make it happen.
Thoughtful financial planning and analysis (FP&A) is at the heart of successful business operations today, more so than in the past thanks to the emergence of robust analytical engines, artificial intelligence, and the dynamic marketplace brought on by global supply chains and greater availability of real-time data.
Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
This GEP whitepaper shows why supply chain leaders should take steps now, and offers an action plan for moving forward. To achieve sustainability, many firms set lofty net-zero emissions goals. However, meeting them is easier said than done.
Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree. The good news is that CMAs can still provide a range of realistic spending limits, and, even better, most financial plans are not static one-and-done roadmaps.
companies are trimming salary increases as the labor market loosens, recovering from a pandemic period of high resignations, job hopping and wage gains.
The disclosures came as the social networking app provider reported a third quarter net loss of $38 million, compared with $35 million in the year-ago period.
When it comes to rolling out a new travel and expense (T&E) policy, establishing a well-structured communication plan is key to ensuring that all employees understand the changes and their impact. Setting the stage for successful organizational change always begins with clear, thoughtful communication.
To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estate planning purposes. 529 plans offer greater flexibility in ownership but restrict how funds can be used, particularly for educational expenses. Read More.
This new paper from GEP that provides a plan to create business value with an effective supplier DEI program. Supplier diversity programs can help enhance enterprise reputation, but what can they do for the bottom line? Read it now.
The tech giant is “shifting hundreds of millions of dollars” into artificial intelligence and other growth areas of its business, CEO Chuck Robbins said.
In the fast-paced world of tech startups, strategic financial planning isn’t just beneficialit’s crucial. Start Your Financial Transformation Today with expert guidance from CFO Plans. This planning involves exploring various tech startup funding strategies , from venture capital and angel investors to crowdfunding.
With 60% of employees dissatisfied with the ease of booking and modifying travel plans, there’s a significant opportunity to improve travel management. It’s a strategic opportunity to align with your company’s goals and empower your employees. This one-pager explores how to transform travel into a powerful tool for organizational success.
The biotech will also be reducing its total workforce by approximately 33% and tapped its COO to take on responsibilities for finance as part of the restructuring.
Treasury official indicate the department is planning a “substantial number” of layoffs, according to reporting from Bloomberg. By David Enna, Tipswatch.com Court documents filed by a U.S. The revelation came in court documents filed by Treasury to a federal judge … Continue reading →
Historically, estate planning centered on tangible documentation – wills, account access, and critical information stored in safes or files, with clear instructions for heirs. As a result, integrating digital assets into estate plans has become a crucial part of an advisor's process.
Whether you're focused on supply chain planning or logistics and distribution, digital supply chains ensure transparency, communication, collaboration, flexibility, and responsiveness — factors vital to each part of this booming industry. Does your supply chain need a refresh?
For smaller firms – especially those with little to no experience onboarding new advisors – creating a well-paced financial plan can feel daunting. However, a structured and flexible onboarding plan not only helps an associate advisor ramp up efficiently but also ensures a smooth transition into an autonomous and fulfilling role!
Another example is using standard invoicing processes in an enterprise resource planning solution (ERP). I adjust the data I collect to match what Apple’s address book allows, and in return, it syncs with my email client, automatically connects with my other devices, and often can be used with other apps on my phone.
The IDC FutureScape report highlights key trends and predictions shaping the future of enterprise resource planning (ERP) and enterprise application technologies. The document emphasizes how AI, particularly Generative AI (GenAI), is transforming business operations and enabling a shift toward more automated and efficient workflows.
Inflexible budgets break; scenario planning is a complementary, structured approach to creating flexibility in planning and operations. This guide presents practical, actionable steps to integrate scenario planning into your overall planning process.
The healthcare industry faces multiple financial pressures that prove to be a challenge in providing consistent, high-quality patient care. These pressures include rising costs for labor, drugs, and supplies. Often, these costs are not matched by reimbursements from Medicare and Medicaid.
Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).
So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.
Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.
Whether you're a new business or an established restaurant, a seasoned pro or a rookie, you'll learn the keys to sustainable success in this competitive industry.
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.
Let's personalize your content