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Why CFOs could unlock economic growth

CFO Talks

Finding enlightenment in Indian While attending last year’s International Federation of Accountants conference in India, Nicolaas van Wyk, CIBA’s CEO, came across an enlightening idea. “There were about 30 to 40 000 accountants, mostly from India. The post Why CFOs could unlock economic growth appeared first on CFO Club Africa.

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Weekend Reading For Financial Planners (Jan 21-22)

CFO News Room

Also in industry news this week: While the number of RIA M&A deals increased in 2022, the size of these deals declined, perhaps reflecting challenging market and economic headwinds A recent survey suggests that nearly half of financial advisory clients have changed advisors or have considered doing so since the start of the pandemic and that portfolio (..)

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Weekend Reading For Financial Planners (Jan 21-22)

Nerd's Eye View

Also in industry news this week: While the number of RIA M&A deals increased in 2022, the size of these deals declined, perhaps reflecting challenging market and economic headwinds A recent survey suggests that nearly half of financial advisory clients have changed advisors or have considered doing so since the start of the pandemic and that portfolio (..)

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How To Hire And Train An Associate Advisor For Your RIA

CFO News Room

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. She currently runs a weekly YouTube series called “Practice Management with Penny.”. Support The Development Of New Associate Advisors.

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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase. sequence of return risk ). Gregg Greenberg| InvestmentNews).

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Weekend Reading For Financial Planners (Dec 10-11) 2022

CFO News Room

From there, we have several articles on practice management: Why creating a defined employee value proposition could be the key for RIAs to attract and retain talent in the current tight labor market. But using joint accounts can be uncomfortable for many individuals. Joy Lere | Finding Joy).

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Weekend Reading For Financial Planners (Dec 3-4) 2022

CFO News Room

From there, we have several articles on practice management: The three essential skills firm owners need to build the right team, including why it is important to always be on the lookout for potential employees. Why wrap fee programs appear to be in the crosshairs as the SEC begins to enforce Reg BI.