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
NOVEMBER 17, 2022
This can emerge as procrastination, overanalysis, or becoming occupied with any number of tasks that they feel are necessary to complete first (such as ensuring every minute detail has been thoroughly examined and vetted) before taking any steps toward executing the actual idea being considered.
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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. What are the Core Components of CAS?
Good Financial Cents
DECEMBER 14, 2022
Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.
Brown Advisory
MAY 4, 2020
We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure. All of these articles are designed to educate each chapter’s donor base, and to create context for engaging those donors in planned giving conversations.
Brown Advisory
SEPTEMBER 4, 2019
challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure. client: COUNTY-FOCUSED COMMUNITY FOUNDATION. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND. BACKGROUND.
Brown Advisory
NOVEMBER 28, 2022
Continually assess where you stand today against your current financial and generational plans We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.
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