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Academic Research Vs Industry Experience: Evaluating The Value Of Practice Management Advice

Nerd's Eye View

This raises the question for advisors of how to evaluate practice management advice and industry research and which sources of advice to trust. prospects that approached the firm in a given month just happened to be more engaged, while those who approach the firm next month might be less so).

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Revolutionizing Dental Practice Management: Embracing Cloud-Based Solutions for DSOs

E78 Partners

In addition, DSOs can efficiently manage and organize the vast amounts of data generated across multiple locations. A user-friendly interface offers easy access to patient records, clinical notes, and financial information, streamlining the decision-making process and improving practice management.

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KPMG India, US, and UK in talks for landmark advisory practices merger

CFO News

The combined entity, termed 'Project HImalaya' internally, will invest aggressively in scaling up the India advisory practice and growing client servicing capabilities in India. Notably, the tax and audit practicemanaged through affiliate BSR & Co— will likely remain separate, although this detail is still under discussion.

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Wolters Kluwer: Audit firm solutions pre-approved for Singapore’s SMEs Go Digital program

Future CFO

It also provides collaboration tools, workflow management, real-time status updates and integration with other software, enabling auditors to work more efficiently and effectively, the firm noted. CCH iFirm is currently the only pre-approved solution under the Practice Management System category, Wolters Kluwer said.

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The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed

Nerd's Eye View

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

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Weekend Reading For Financial Planners (Jan 28-29)

CFO News Room

Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several articles on (..)

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Weekend Reading For Financial Planners (Jan 21-22)

CFO News Room

Also in industry news this week: While the number of RIA M&A deals increased in 2022, the size of these deals declined, perhaps reflecting challenging market and economic headwinds A recent survey suggests that nearly half of financial advisory clients have changed advisors or have considered doing so since the start of the pandemic and that portfolio (..)