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#FASuccess Ep 416: Avoiding The Compliance Headaches When Going RIA By Choosing A ‘Supported Independence’ Corporate RIA Platform, With Fran Toler

Nerd's Eye View

What's unique about Fran, though, is how she decided to transition from the independent broker-dealer model to a 'supported independence' corporate RIA platform in order to avoid the compliance headaches involved in being a totally independent RIA while reducing the drag of platform fees on her firm's profitability by finding a platform that wouldn't (..)

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Top 5 Signs Your Accounting Is a Mess (And How to Fix It)

The Charity CFO

Top 5 Signs Your Accounting Is a Mess (And How to Fix It) When your nonprofits finances feel offbut you cant quite put your finger on whyits often because the accounting system is quietly unraveling behind the scenes. Its about sustainability, compliance, and having the confidence to lead your mission with clarity.

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PodChats for FutureCFO: Becoming a transformative finance leader in 2025

Future CFO

Financial transformation has emerged as a critical imperative for organisations in 2024, driven by the need to adapt to rapidly changing economic conditions, technological advancements, and evolving business landscapes. Evolving role Historically, CFOs were the stewards of financial reporting and compliance.

Finance 98
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Accountability Isn’t Admin – It’s Your Performance Lever 

CFO Talks

Accountability Isnt Admin Its Your Performance Lever For all the talk about AI-driven forecasting, real-time dashboards, and digitising the finance function, there remains one cornerstone of high-performing finance teams that no technology can replace: accountability. Compliance is non-negotiable, of course.

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Conquering Tail Spend in 2025: New AI-Powered Tools and Strategies for Success

Tail spend — often unmanaged, fragmented and costly — can account for as much as 80% of total transaction volume. It’s time to shift from fragmented, ad hoc purchasing to a strategic, technology-driven approach. Without the right strategy, enterprises face hidden risks and unnecessary spend.

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Keys to Revenue Accounting and Compliance for Professional Services Companies

Bramasol

Previous episodes in this Insights Series have explored the challenges created by new Digital Solutions Economy paradigms for billing, fulfillment, invoicing, revenue accounting, and compliance across a wide range of industries. Also, diversification of services offered can help mitigate risk and strengthen revenue streams.

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AI: Opportunities, risks, and challenges for accountants

Future CFO

It has been an imperative for accountants to keep up with the technological advancements in the market, and understanding artificial intelligence now raises key challenges for finance professionals. The post AI: Opportunities, risks, and challenges for accountants appeared first on FutureCFO.