Norman Marks

MAY 16, 2022

Over the years as a CAE, I learned that there was a better way to steer the audit team. Instead of asking them to assess the system of internal control over a process or business unit (an approach that is disconnected from enterprise objectives), or whether the controls provide reasonable assurance that specified risks are […].

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Government 68

Steven J. Wilson

MAY 16, 2022

The financial services industry is one of the most highly competitive industries in the world. To stand out from the crowd and attract new customers, you need to have a robust digital marketing strategy. Consumers are always online, and the opportunity is ripe for the financial service providers who choose to take their digital marketing […]. The post 9 Best Digital Marketing Strategies for Financial Services appeared first on Steven J.

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Financial Services Marketing Marketing 52

Darrow Wealth Management

MAY 16, 2022

Interest rates are rising, and that’s bad news for homebuyers. The national average rate on a 30-year fixed mortgage is now over 5%. After being in the 2% range for much of the Covid era, buyers are now facing a one-two punch: a red-hot housing market and rapidly rising rates. For some buyers, it may make sense to consider an adjustable rate mortgage (ARM) instead of a fixed loan.

Wealth Management 52

Wealth Management CFP Management Numbers 52

Leading Advisor

MAY 16, 2022

Everyone from financial experts to the household budgeter is wondering the same thing: How to prepare for recession? Skyrocketing gas prices, the war in Ukraine,… The post How to Prepare For Recession appeared first on Leading Advisor - Simon Reilly.

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Budgeting Financial Advisor 40

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Accounting

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. Tides are changing! I’m pleased to present you with a list of low cost financial advisors! Can I get a whoo hoo on that?

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Financial Advisor Financial Advice Financial Planner Assets 52