Nerd's Eye View

JANUARY 27, 2025

Tools are available to help ensure that communications are securely archived and include necessary disclosures to meet regulatory requirements, promoting transparency and ensuring that firms are prepared for audits.

Leverage 83

Leverage Communication Auditing Compliance 83

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. And I will say I find my best practice management tools and techniques through these intimate study groups that I’m a part of. ” Right?

Leverage 130

Leverage Planning Concentration Tax Planning 130

E78 Partners

APRIL 10, 2023

In the following sections, we will discuss the challenges that dental practices and DSOs face in today’s market, the growing need for secure and efficient cloud-based solutions, and the critical role they play in optimizing costs, streamlining operations, and delivering unparalleled patient care.

Practice Management 52

Practice Management Compliance Problem Solving Securities 52

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 96

Practice Management Leverage Economics Securities 96

PYMNTS

DECEMBER 24, 2020

Dental practices could benefit if more insurance companies delivered electronic payments, however. These practitioners receive funds more swiftly and securely when the money is delivered via ACH and electronic funds transfers (EFTs), and Schoen said those methods also make it easier to process the associated data.

B2B 102

B2B Healthcare Practice Management Planning 102

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. Pat Cleary | Alpha Architect).

Communication 130

Communication Investments Planning Marketing 130

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