Clever Girl Finance
JUNE 23, 2022
What do you usually do when you want to see your friends? Go to an expensive restaurant? See a movie? These things are fun, but they aren’t going to help your wallet much. It’s a really great feeling when you can spend time with friends without having to spend money. But if you aren’t spending money, won’t you end up doing something lame, or worse, not hanging out at all?
XY Planning Network
JUNE 23, 2022
4 MIN READ. In 2018, Simidele (sim-me-day-lay) Adeagbo (ah-day-ahg-bow) became the first Nigerian Winter Olympian and the first African and Black woman to compete in skeleton (a sport in which athletes hurl themselves headfirst on a sled down an icy hill at 80 miles an hour) at the Olympics. All while navigating a predominantly Eurocentric, male-dominated sport on the world's biggest stage, where a woman of color had never been represented.
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Conneqtor
JUNE 23, 2022
Ideal employees don’t wear suits. Software engineers only wear hoodies. Tech innovators don turtlenecks. Most financial advisors are taught that to be successful, then we need to dress the part. You want to earn a million, dress like you’ve already reached that point. If you want your handshake to be impactful, strap on that Rolex.
Diamond Consultants
JUNE 23, 2022
Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. So what does an IBD advisor do next? Here are 4 things that can help you to regain control of your business life. News of major acquisitions of broker dealers is nothing new—particularly in recent years.
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
Covisum
JUNE 23, 2022
I’m sure you spend loads of time figuring out financials for your clients. But, when was the last time you spent the same amount of time on your business? Building a road map for your business is crucial, especially if you own, operate, or work for a small-to-medium-sized RIA.
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MainStreet Financial Planning
JUNE 23, 2022
If you have changed jobs or perhaps recently retired, chances are you were contributing toward your retirement in a 401K (or 403b) and have built up a balance in your account. What should you do with the balance in your account after you leave your job? Well, that depends on your situation. Here is a chart I have made with the pros and cons of the options available to you.
Twenty Over Ten
JUNE 23, 2022
Using our Fresnel framework, The Change Finance site draws inspiration from the beauty of nature to support the site’s branding, design, and long-term goals.
Accounting for Good
JUNE 23, 2022
The post End of financial year NFP director responsibilities first appeared on ACCOUNTING FOR GOOD.
David Nelson
JUNE 23, 2022
David joins Fox Business anchor Maria Bartiromo, James Freeman of the Wall Street Journal and Monica Crowley former Assistant Secretary of Treasury for Public Affairs.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
The Better Letter
JUNE 23, 2022
This week brings the sixth installment of my series on making behavioral finance actionable. The previous five are linked below. Part One: The Experiment Part Two: The Misinformation Milieu Part Three: The Method Part Four: The Mindset Part Five: The Great Mistake In this missive, I’ll begin to outline some techniques for making better decisions.
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