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The Latest In Financial #AdvisorTech (November 2023)

Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Valuation 91
Valuation Compliance Practice Management Technology 91
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Weekend Reading For Financial Planners (Dec 10-11) 2022

CFO News Room

DECEMBER 10, 2022

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. a Roth option or company match), or offering guidance to ensure the plan remains in compliance with relevant regulations.

Mergers and Acquisitions (M&A) 130
Mergers and Acquisitions (M&A) Planning Valuation Accounting 130
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