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, (..)

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

Good Financial Cents

DECEMBER 14, 2022

Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Communication Skills. Finance is a complex field, and communicating effectively is essential for success. Cited Articles. Senior Accountants.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Harness Wealth

NOVEMBER 27, 2023

Unlike Accounting Advisory Services , which are more geared toward longer strategic planning, Client Accounting Services focus on the operational aspects of financial management, ranging from basic bookkeeping tasks to advanced reporting and comprehensive tax planning.

Accounting 59

Accounting Clients Compliance Taxes 59

Brown Advisory

APRIL 20, 2022

Regardless of an entity’s scale, proactively defined audit requirements set mutual expectations for advisor and client alike, helping to ensure efficient and effective goal setting and communication. Private investments mentioned in this article may only be available for qualified purchasers and accredited investors.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Clever Girl Finance

SEPTEMBER 7, 2023

It’s not just a set of numbers, rather, it’s a strategic plan that empowers you to navigate the complexities of financial decisions. Articles related to budgets Build a bright financial future with a budget for your family! And when you have a family, creating a family budget becomes even more important.

Budgeting 97

Budgeting Transportation Medical Insurance 97

SEI

SEPTEMBER 6, 2022

From a lack of organizational infrastructure visibility to system and tool integration to communication, the pandemic caused many organizations to implement more hurried builds, which has created challenges for cybersecurity teams. This article first appeared in Global Banking & Finance Review. More from The Sphere Blog.

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52

Brown Advisory

MAY 4, 2020

We did a close review of the college’s strategic plan and its capital campaign plan, to better understand goals and associated costs, and to assess the likelihood of the college achieving its fundraising targets. This has minimized the amount of administrative touchpoints for the client on a given day.

Nonprofit 52

Nonprofit Investing Investments Clients 52