PYMNTS

SEPTEMBER 27, 2020

Lightyear intends to work toward acquiring software and payments companies, which the release calls “a highly fragmented market” that has a large number of smaller providers. According to the press release, the addressable market for payments solutions is around $1.4 billion for the legal vertical alone.

Practice Management 64

Practice Management B2B Invoicing Accounting Firms 64

PYMNTS

SEPTEMBER 9, 2016

Delivery Index from IMRG MetaPack also supported the surge in the number of orders placed online with U.K. “Understanding what consumers want and finding ways to enhance the benefits of shopping in the home market will put U.K. who have made cross-border purchases fall between the ages of 16 and 24 years old. A recent U.K.

Practice Management 40

Practice Management eCommerce Retail Securities 40

CFO News Room

JANUARY 6, 2023

A recent study shows how delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals. Why ‘failure’ scenarios in Monte Carlo simulations are very different than plane crashes. Four ways firms can attract next-generation advisor talent.

Auditing 130

Auditing Practice Management Planning Investments 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

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 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 four-step process that advisors can use to help clients who tend to overspend.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

Nerd's Eye View

JANUARY 6, 2023

A recent study shows how delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals. Why ‘failure’ scenarios in Monte Carlo simulations are very different than plane crashes.

Auditing 75

Auditing Practice Management Planning Investments 75

CFO News Room

DECEMBER 27, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy. Get notified of the latest episodes (and all our research as it’s released!) Michael: Yeah.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 3, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services. Why wrap fee programs appear to be in the crosshairs as the SEC begins to enforce Reg BI.

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

DECEMBER 20, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning. Get notified of the latest episodes (and all our research as it’s released!)

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 29, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And so, that’s how this actually started was, at first, I knew I wanted to just get a deeper dive into our numbers, into our business, our process, and, so, I engaged in the CFO solutions services.

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. cash management programs ). How advisors can help their clients turn their HSAs into wealth-building machines.

Planning 130

Planning Leadership Healthcare Accounting 130