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 66

Practice Management Leverage Economics Securities 66

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. Anh: Right, that’s very important, making sure you have a strong support team.

Leverage 130

Leverage Planning Concentration Tax Planning 130

PYMNTS

DECEMBER 24, 2020

Schoen said that dental practices and insurers that use legacy, paper-based methods to deal with claims, send payments and handle accounts receivable (AR) can face many frictions. Dental practices could benefit if more insurance companies delivered electronic payments, however. Change may therefore come from insurance carriers first.

B2B 102

B2B Healthcare Practice Management Planning 102

PYMNTS

MAY 25, 2018

The group recently launched its Trusted Exchange Accreditation Program to “leverage existing industry-wide identity verification, authentication and privacy/security frameworks and best practices in use across the ecosystem,” according to a press release.

Healthcare 66

Healthcare Technology Practice Management Forecasting 66

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

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Yet, for advisors using fee-for-service models, being able to demonstrate value beyond portfolio management is often a necessity to attract and retain clients.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

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.

Communication 130

Communication Investments Planning Marketing 130