Norman Marks
APRIL 22, 2022
I have been involved in information security, either auditing it or being responsible for the function at a couple of financial institutions, for a very long time. To me, cyber is not separate from information security. If I were to make a distinction, information security would include not only digital information, but also hard copy reports […].
Sara Grillo
APRIL 21, 2022
I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow.
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Brown Advisory
APRIL 20, 2022
Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate. To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance o
International College of Financial Planning
APRIL 20, 2022
If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Norman Marks
APRIL 18, 2022
This is a touchy subject. While there is very little debate that the head of internal audit, the chief audit executive or CAE, should report functionally to the board (usually the audit committee of the board), there are some strong opinions on whether it should report for administrative purposes. This is what the IIA’s Standards […].
The Richer Geek
APRIL 20, 2022
Today’s guest, Jacob Vanderslice, is Principal at VanWest Partners, a Denver-based real estate investment firm focusing on the acquisition and management of self-storage centers and other opportunistic real estate throughout the United States. VanWest has established a track record with over $195mm in real estate assets. Jacob and his partners’ success is driven by a commitment to delivering an expertly executed, adaptable strategy with an institutional investment approach.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
APRIL 19, 2022
Today’s Animal Spirits is brought to you by Nasdaq and Masterworks: See here for Nasdaq's research on the shifting profile of retail investors. Go to Masterworks.io/animal to learn more about investing in contemporary art. And check out our most recent interview with Masterworks CEO Scott Lynn here. On today’s show we discuss: Musks $43B offer to buy Twitter Elon Musk is no longer Twitter's biggest shareholder Peter Thiel calls Warren Buffet a 'sociopathic grandpa from Omaha' Raising rates
Brown Advisory
APRIL 19, 2022
The Family Mission Statement and Strategic Plan jharrison Tue, 04/19/2022 - 16:38 Download the Report We believe a family mission statement – and a strategic plan to implement that mission – allows a family to filter out the “background noise” of day-to-day challenges and focus on long-term goals and objectives. Developing these documents provides a process for reaching agreement on the family’s core values and creates a shared vision amongst all family members.
Harness Wealth
APRIL 19, 2022
In this article on managing equity in a down market, we discuss: Why are tech stocks down? Things you can do including: Prepare for the worst. Tax efficient selling strategies. Exercising options. Margin Lending. Gifting and tax-efficient trusts. First, why are many tech stocks down? In principle, each stock trades at a price which reflects public market investors’ belief in the future profitability of the business.
BlueMind
APRIL 19, 2022
Category: Technology. After the initial impact of the Covid-19 and the widespread shutdown of businesses, there was a huge question regarding how business owners needed to make adjustments to the way they conduct their business in order to stay open. With social distancing mandated everywhere and the public advised to remain inside their homes, many businesses had to face major layoffs, temporary closures, and severe financial strain.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Your Richest Life
APRIL 19, 2022
April is financial literacy month, which is intended to empower people to understand and steward their money well. This is a topic that I’m passionate about, because I believe that everyone should have access to the knowledge that will help them create wealth and stability in their lives. In honor of financial literacy month, here are some ways you can improve your own financial knowledge: 1.
Advisor Websites
APRIL 19, 2022
Let’s get personal for a second, shall we? Almost every organization has a website. The question is, do they have a solid digital presence that attracts and meets the expectations of today’s tech-savvy consumer?
Getting Your Financial Ducks In A Row
APRIL 18, 2022
Photo credit: jb. We discussed the IRA Qualified Charitable Distribution (QCD) option for folks age 70½ or better in other articles. It’s possible from those articles that you got the impression that if you are younger than 70½, you are not able to make charitable contributions with money from your IRA. Nothing could be further from the truth! You can always make charitable contributions of any money you wish… the question is, what will such a move do for you tax-wise?
The Irrelevant Investor
APRIL 17, 2022
Articles Curiosity beats conviction (By Ryan Krueger) Something went terribly wrong, very suddenly. (By Jonathan Haidt) Make yourself useful to smart, successful people (By Josh Brown) Just Keep Buying is a data-driven guide to your finances (By Nick Maggiulli) The most realistic risk is not achieving your goals (By Ben Carlson) Podcasts Conditions can change very very quickly (With Howard Lindzon and Marc Rubinstein) Affordability has taken a huge hit (With Tracy Alloway, Joe Weisenthal, Conor
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
The Better Letter
APRIL 22, 2022
This week’s TBL is a favorite of mine. It focuses on music, beauty, and contingency. If you like The Better Letter, please subscribe, share it, and forward it widely. Subscribe now Share The Better Letter Thanks for reading. It’s Not Coldplay Imagine there’s no Beatles, it’s easy if you try. Yesterday , the 2019 film directed by Danny Boyle ( Slumdog Millionaire , Trainspotting , Steve Jobs ) and written by Richard Curtis ( Love Actually , Notting Hill , Four Weddings and
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