Nerd's Eye View
NOVEMBER 10, 2023
The report also flagged that profit margins for RIAs remained relatively steady over the past several years (despite strong market performance over the period), with the trend of firms offering increasingly comprehensive service while also discounting fees cited as a potential cause.
Nerd's Eye View
APRIL 14, 2023
Also in industry news this week: The Foundation For Financial Planning has gotten a boost toward its goal of connecting 10,000 CFP professionals with pro bono work thanks to increased funding from Orion Advisor Solutions FINRA has resubmitted a proposal, now with tighter rules, that would allow a broker working remotely to supervise other brokers, (..)
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CFO Thought Leader
JULY 16, 2023
Read More In the past, Cox tells us, a typical business-case meeting might have involved a discussion around whether IRIS could continue to invest in an acquired company while still allowing it to achieve new growth—which would make it a worthwhile target. We also provide payroll for accountants, CPAs, and businesses.
CFO News Room
NOVEMBER 14, 2022
She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. She currently runs a weekly YouTube series called “Practice Management with Penny.”.
Future CFO
APRIL 1, 2024
To catalyse these plans, they will need to collaborate with other business units to ensure that the company’s investment strategies are closely aligned with the firm’s financial plans. With their financial background, they are often involved in transformation strategies closely tied to the firm’s performance.
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.
CFO News Room
NOVEMBER 29, 2022
What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.
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