Nerd's Eye View

NOVEMBER 6, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Valuation 94

Valuation Compliance Practice Management Technology 94

Nerd's Eye View

MARCH 3, 2023

Also in industry news this week: A recent FINRA arbitration ruling reaffirmed the ability of brokers operating in the independent broker-dealer model to take their clients with them when they change firms A bipartisan group of U.S.

Practice Management 77

Practice Management Leverage Economics Securities 77

PYMNTS

SEPTEMBER 27, 2020

Vassallo , managing partner of Lightyear, said the work with ProfitSolv “reflects our long-term investment thesis that embedding payment solutions in vertically integrated, sector-specific software will continue to gain market share from more traditional software providers.”. “We billion for the legal vertical alone.

Practice Management 64

Practice Management B2B Invoicing Accounting Firms 64

Nerd's Eye View

SEPTEMBER 9, 2022

More states are adopting continuing education requirements for investment advisers, with three states establishing rules that must be followed by the end of 2022. The options available to clients who want to reverse their decision to start claiming Social Security benefits.

Practice Management 89

Practice Management Education Planning Securities 89

Nerd's Eye View

DECEMBER 1, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S. Supreme Court heard arguments this week in the case of SEC v.

Benchmarking 88

Benchmarking Communication Practice Management Securities 88

Nerd's Eye View

DECEMBER 2, 2022

This increased demand could be particularly acute among younger investors (who might be experiencing an inflationary environment and sustained market downturn for the first time) and those nearing retirement (who might seek professional guidance to ensure their retirement plan is secure).

Practice Management 77

Practice Management Planning Securities Investments 77

PYMNTS

DECEMBER 7, 2020

Plus, Pioneer Bank sues over MyPayrollHR scandal, Procurement Partners secures new funding, and ImagineTime partners on FinTech for accountants. Serent Capital Invests In Procurement Partners. MonetaGo, GUUD Team On Secure Transactions. Revolut Launches Acquiring Solution For Business Customers.

B2B 63

B2B Finance Practice Management Invoicing 63

PYMNTS

OCTOBER 1, 2020

The news came against a backdrop where other announcements and activities have illuminated the attractiveness of B2B FinTech as an investment space. As reported earlier in this space, dealmaking to date in 2020 has included eCommerce-as-a-Service firm Mirakl securing a $300 million investment, and payments firm Zoop securing a $10.85

B2B 56

B2B Invoicing Practice Management Reconciliations 56

PYMNTS

JUNE 19, 2018

Karbon Co-founder Stuart McLeod said in an interview with the publication,”The consensus is that Reckon [doesn’t] have the funds to invest in maintenance of their APS [Accounting Practice Software] product, and that their customers will go into a buying cycle over the next 18 months to three years.” million.

Accounting 40

Accounting Startups Practice Management Planning 40

PYMNTS

APRIL 19, 2017

According to Sage’s survey, more than half (57 percent) of accountants say their companies invest in technology, including the cloud, and two-thirds said they have adopted a cloud-based practice management solution. Further, there are challenges to adopting technologies that could actually make an accountant’s life easier.

Accounting 47

Accounting Cash Management Practice Management Technology 47

CFO News Room

JANUARY 6, 2023

From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement. Why ‘failure’ scenarios in Monte Carlo simulations are very different than plane crashes.

Auditing 130

Auditing Practice Management Planning Investments 130

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 17, 2022

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase.

Education 130

Education Planning Benchmarking Investments 130

Nerd's Eye View

JANUARY 6, 2023

From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement. Why ‘failure’ scenarios in Monte Carlo simulations are very different than plane crashes.

Auditing 89

Auditing Practice Management Planning Investments 89

CFO News Room

DECEMBER 3, 2022

This increased demand could be particularly acute among younger investors (who might be experiencing an inflationary environment and sustained market downturn for the first time) and those nearing retirement (who might seek professional guidance to ensure their retirement plan is secure). And according to C. Tracey Longo | Financial Advisor).

Communication 130

Communication Investments Planning Marketing 130

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

CFO News Room

DECEMBER 27, 2022

We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? We just haven’t really had the opportunity to invest in this relationship with you, and we recognize that maybe we missed that a little with growing so quickly to 1,800 clients. John: Securities America.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

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.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. While SECURE 2.0 In addition to the returns from investing the funds in an HSA, the growth of the account will also depend on how it’s used.

Planning 130

Planning Leadership Healthcare Accounting 130