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Weekend Reading For Financial Planners (September 2-3)

Nerd's Eye View

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

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HR Involvement Early in M&A

VCFO

In these instances, the people picture usually isn’t painted much beyond basic information, like the number of employees involved and where those employees are located. Setting the Stage for Secure and Constructive Engagement Throughout successful M&A deal processes, HR serves as a facilitative function.

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Succession Planning: Preparing to Exit Your Business

CFO Simplified

Your exit plan largely depends on your business goals (financial and personal). When you begin planning to exit your business, it is important to start with these goals in mind. How do the numbers hold up over time? Determine how your numbers hold up. Have you started planning to exit your business?

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Planful vs. Datarails

The Finance Weekly

Predict: Projections This platform empowering business users to swiftly construct precise projections and budgetary possibilities supported by AI-fueled financial forecasting. This allows planning cycles to commence from a reliable foundation.

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How to Improve Risk Management Through Scenario Planning

The Finance Weekly

The process involves identifying the key drivers of change for an organization, calculating an array of projections based on scenario modeling for potential variations in performance for one or more of those drivers, analyzing the results, and then concluding how to best apply such results to the business’s long-term financial and strategic plans.