Nerd's Eye View

MAY 3, 2024

At the same time, the study found that potential breakaway brokers view the operational and compliance requirements of transitioning to and doing business as an RIA as a major concern, which could lead some of them to either leverage the growing number of service providers available to RIAs, or perhaps join an existing corporate RIA platform to take (..)

Healthcare 75

Healthcare Construction Practice Management Leverage 75

PYMNTS

MAY 25, 2018

Among the latest hopes for healthcare payments is blockchain. Touted by observers and industry players as one of the top trends that could impact medical billing and data management for 2018, the technology is increasingly being viewed as part of the path to better efficiency in payments.

Healthcare 66

Healthcare Technology Practice Management Forecasting 66

PYMNTS

NOVEMBER 1, 2019

Launched about a year after Healthcare.gov’s initial debacle, USDS has been tasked with bringing the federal government’s technology up to speed by leveraging the skills of technology specialists. healthcare. That is for one primary reason: CMS is far and away the nation’s largest purchaser of healthcare services.

Healthcare 42

Healthcare Startups Technology Practice Management 42

PYMNTS

DECEMBER 24, 2020

The Council for Affordable Quality Healthcare (CAQH) reported that just 13 percent of dental plans paid providers’ claims using electronic methods in 2019, whereas 70 percent of medical plans reportedly did the same. It stated that this held many practices back from automating the process.

B2B 102

B2B Healthcare Practice Management Planning 102

CFO News Room

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 19, 2022

From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions. Adam is an Associate Financial Planning Nerd at Kitces.com. cash management programs ). Dan Shaw | Financial Planning). Author: Adam Van Deusen.

Planning 130

Planning Leadership Healthcare Accounting 130