Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Prioritization 87

Prioritization Auditing Practice Management Communication 87

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. And now, one of the biggest advisor technology companies appears to be joining this increasingly competitive space. cash management programs ).

Planning 130

Planning Leadership Healthcare Accounting 130