Nerd's Eye View
SEPTEMBER 1, 2023
Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)
Nerd's Eye View
OCTOBER 14, 2024
Firms can help them create a strategic plan and offer mentorship to steer them in the right direction as well as the time, budget, and staff support they need to ensure they thrive in their new role. Sales and marketing may not come naturally to them – they've likely never done this before and need clear guidance.
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VCFO
NOVEMBER 4, 2022
This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. People Operations/HR Consultant in vcfo’s Dallas market. What a time to be alive and in business. Adaptation and Avoiding the Bite of Inaction.
CFO News Room
NOVEMBER 29, 2022
And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. I also have two other people in the office. Anh: So, Ray’s title is Director of Advanced Strategies.
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