CFO News Room

JANUARY 6, 2023

We also have a number of articles on practice management: Why the most successful firms in the coming years might be those who dominate individual market segments rather than those that are ‘overdiversified’. How a ‘time audit’ can help an individual spend more time on their most important personal and professional activities.

Practice Management 130

Practice Management Auditing Planning Investments 130

Nerd's Eye View

JANUARY 6, 2023

We also have a number of articles on practice management: Why the most successful firms in the coming years might be those who dominate individual market segments rather than those that are ‘overdiversified’ Four ways firms can attract next-generation advisor talent.

Practice Management 98

Practice Management Auditing Planning Investments 98

Nerd's Eye View

APRIL 7, 2023

Also in industry news this week: FINRA has announced that, on the heels of its first enforcement action under the Reg BI rules, it will be ramping up its examinations of broker-dealers for potential violations (after a long period of relative leniency when firms were still determining how best to comply with the rule) A recent study from Ameriprise (..)

Prioritization 98

Prioritization Practice Management Auditing Communication 98

Nerd's Eye View

APRIL 14, 2023

Also in industry news this week: The Foundation For Financial Planning has gotten a boost toward its goal of connecting 10,000 CFP professionals with pro bono work thanks to increased funding from Orion Advisor Solutions FINRA has resubmitted a proposal, now with tighter rules, that would allow a broker working remotely to supervise other brokers, (..)

Practice Management 95

Practice Management Auditing Leadership Securities 95

Nerd's Eye View

SEPTEMBER 23, 2024

In Jake's case, after deciding that he was overservicing clients during the earlier years of his practice, he started scheduling fewer standard meetings and limited the number of after-meeting action items, freeing up his time and mental bandwidth for other activities to grow and run his firm.

Prioritization 98

Prioritization Auditing Planning Leverage 98

PYMNTS

DECEMBER 7, 2020

Pioneer Bank has joined the number of firms filing lawsuits over the continuing and complex MyPayrollHR/ValueWise scandal, which a report from the Daily Gazette calls one of the largest in Capital Region history. Revolut , which is valued at $5.5 Pioneer Bank Sues For Lost $34 Million In ValueWise Scandal.

B2B 63

B2B Finance Practice Management Invoicing 63

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. How advisors can help their clients turn their HSAs into wealth-building machines.

Planning 130

Planning Leadership Accounting Healthcare 130