Norman Marks
MAY 20, 2022
When I saw that Protiviti had published an article with the title What Is Embedded Assurance — and How Can It Benefit Enterprise Projects?, I was intrigued. What exactly is “embedded assurance”? I expected something along the lines of the new-fangled concept of ‘combined assurance’, which is really not new at all! In 2009, the […].
Mr. Money Mustache
MAY 20, 2022
Boom! Well, that was kinda sudden! In the three months or so since we last spoke, the world has become an entirely different place – at least for those of us who keep up with any sort of international, financial or stock market news. The headlines are new, and the problems are of course very real. Russia has started one of the biggest, shittiest wars in a generation – killing untold thousands of people, displacing millions, and halting trillions of dollars of production and trade.
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Advisor Websites
MAY 20, 2022
We’ve talked about how to write your financial advisor biography and how to make it engaging , but are you including these must-have elements that take your bio to the next level?
Hubly
MAY 20, 2022
Read Bob Veres' Inside Information article about how Hubly's practice management software adds workflow creation and automation to your CRM as well as additional office management features.
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Tobias Financial
MAY 20, 2022
When was the last time you checked your automated payments? Automating financial tasks such as paying bills or transferring money into a savings account is a way of making our lives easier and eliminating tasks to think about. However, not overseeing this task regularly comes with potential risks. . Recently, our wealth advisor Catalina Franco-Cicero was quoted in AP News, offering her insights on the potential risks connected with automating your financial tasks.
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