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The Latest In Financial #AdvisorTech (November 2022)

CFO News Room

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: Merrill Lynch launches a new ‘Merrill Match’ system that downplays an advisor’s geography and focuses more on advisor ‘fit’ with respect to expertise, meeting preferences, and communication style.

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The Latest In Financial #AdvisorTech (December 2022)

CFO News Room

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130
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Shared services raise the efficiency of the finance function

Future CFO

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We Timely and clear communication was key. The open line of communications was also extended to global stakeholders across DFS to update them on the change process.

Finance 52
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Weekend Reading For Financial Planners (Nov 5-6) 2022

CFO News Room

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

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2:00PM Water Cooler 1/17/2023 | naked capitalism

CFO News Room

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. As aforementioned, 0.45–10%

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Travel Concierge Coordinates Perfect Trips Through Messaging Apps

PYMNTS

To help travelers narrow their vacation plans down to a few good options, Cox helped found My Swft. The company communicates with travelers through messaging platforms, such as WhatsApp and Facebook Messenger , to start the travel planning process. In particular, they like to book trips when they are at work.

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How Restaurants Can Offer Digital Corporate Event Booking

PYMNTS

They have the most concentrated base of meeting needs and users,” Shah said. These large corporations are often very good at planning large events, but there are thousands of smaller meetings that are booked across corporations — and they don’t always have the people or processes to help them with those events. “I Corporate Booking.