Brown Advisory
APRIL 28, 2020
The CARES Act Supplement: New Relief Funds Authorized eberkwits Tue, 04/28/2020 - 08:44 On April 23rd, Congress approved a second emergency package to expand funding for small businesses, nonprofits, hospitals and money for COVID-19 testing. The measure replenishes the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL) program for nonprofits and small businesses.
Indigo Marketing Agency
APRIL 26, 2020
The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. But thanks to coronavirus and the recent market decline, there is more urgency today than ever! . The question is, how do you best take advantage of this situation? How can you market in a crisis to multiply your best clients, grow your business, and help more people?
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Risk Management Guru
APRIL 21, 2020
Preface. The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Almost 5 years on and we are proud of the footprint we have created so far, with a special emphasis on our most read articles. The success of this blog is due to three main pillars: our growing readership base, who spread the word of mouth, the quality of our content, which is something we strive daily, and, most notabl
SEI
APRIL 7, 2020
SEI Private Wealth Management and SEI Family Office Services brought home two awards from the Family Wealth Report
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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.
Brown Advisory
APRIL 28, 2020
The CARES Act Supplement: New Relief Funds Authorized. eberkwits. Tue, 04/28/2020 - 08:44. On April 23rd, Congress approved a second emergency package to expand funding for small businesses, nonprofits, hospitals and money for COVID-19 testing. The measure replenishes the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL) program for nonprofits and small businesses.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
APRIL 22, 2020
Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. ajackson. Wed, 04/22/2020 - 13:47. To many sustainable investors, owning fossil fuels is a black-and-white issue. Oil, coal and other hydrocarbons are major sources of pollution and contributors to climate change; therefore, many investors simply do not want to own companies that extract, produce or distribute fossil fuels.
Indigo Marketing Agency
APRIL 16, 2020
Indigo Marketing Agency was recently mentioned in the April 2020 edition of Bob Veres’ Inside Information , a monthly editorial published exclusively for leading financial professionals. This month’s issue is all about Marketing for Hire: A remarkable number of marketing resources are now available in the advisor ecosystem. The feature describes how financial advisors successfully outsource content creation to save time and gain new clients.
Indigo Marketing Agency
APRIL 15, 2020
?. Since the coronavirus hit, it’s been tough to meaningfully connect with your network virtually. I have been getting a lot of questions from financial advisors asking how to record your own videos so they can communicate with clients and share important information. So today I want to walk you through my process and give you some tips and tricks. Tip #1: Decide if the DIY route is right for you.
Brown Advisory
APRIL 8, 2020
Small Business Loans Under the CARES Act mmckenna Wed, 04/08/2020 - 15:52 In our recent article, “ The CARES Act: A First Look ,” we discussed the wide variety of stimulus programs created with the CARES Act legislation, notably including several loan and tax relief initiatives available for small businesses and business owners. Small businesses are being especially hard hit by the COVID-19 pandemic, and it behooves business owners to become familiar with the various support options available to
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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.
Brown Advisory
APRIL 8, 2020
Small Business Loans Under the CARES Act. mmckenna. Wed, 04/08/2020 - 15:52. In our recent article, “ The CARES Act: A First Look ,” we discussed the wide variety of stimulus programs created with the CARES Act legislation, notably including several loan and tax relief initiatives available for small businesses and business owners. Small businesses are being especially hard hit by the COVID-19 pandemic, and it behooves business owners to become familiar with the various support options available
Brown Advisory
APRIL 3, 2020
The CARES Act: Impacts on Endowments & Foundations. ajackson. Fri, 04/03/2020 - 14:17. We have spent a great deal of time in recent weeks connecting with our clients and friends who oversee endowments and foundations, listening to their concerns and offering counsel as we all navigate this pandemic and its impact on our communities. Many of our clients feel an understandable tension, as the financial stress impacting their portfolios is occurring at the same moment when the needs of their consti
Indigo Marketing Agency
APRIL 1, 2020
We all know that financial advice is a trust-based business. Whether you’re speaking with prospects or discussing recommendations with current clients, trust is critical to your conversations. But how can you build and increase trust working virtually in today’s world? Especially during tough times and market volatility, it’s critical for advisors to create authenticity in their virtual communications.
Indigo Marketing Agency
APRIL 23, 2020
Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. But thanks to coronavirus and the recent market decline, there is more urgency today than ever! The question is, how do you best take advantage of this situation?
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Indigo Marketing Agency
APRIL 25, 2020
12 Indigo team members offer their best tips for working from home — even with young kids. . At Indigo Marketing Agency, our team has been fully remote for over five years now, so we’ve compiled a list of our top tips for working from home. We’re mostly made up of work-from-home moms with young kids and hectic schedules. Thanks to our already-remote nature, we’ve been able to run at full capacity without any service interruptions—even in the midst of a global pandemic. .
Brown Advisory
APRIL 6, 2020
COVID-19 Through An ESG Investing Lens ajackson Mon, 04/06/2020 - 10:32 In times of crisis, companies show through their actions how they prioritize various stakeholders, and how they balance societal concerns and profit motives. In some cases, companies are simply responding to government mandates or industry-wide pressure, but when they have a real choice in their path forward, we can get a glimpse at their corporate culture.
Brown Advisory
APRIL 6, 2020
COVID-19 Through An ESG Investing Lens. ajackson. Mon, 04/06/2020 - 10:32. In times of crisis, companies show through their actions how they prioritize various stakeholders, and how they balance societal concerns and profit motives. In some cases, companies are simply responding to government mandates or industry-wide pressure, but when they have a real choice in their path forward, we can get a glimpse at their corporate culture.
Indigo Marketing Agency
APRIL 16, 2020
Some things never change. In marketing, we hear a lot about social media, YouTube, Instagram, and Facebook ads. Marketing companies may try to sell you on fancy marketing funnels or new secrets. But really, how do we know what’s the most important marketing strategy for financial advisors? The reality is that marketing hasn’t changed much in the last few decades.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. That has rarely been truer than during the past month or so as the COVID-19 outbreak has spread across the world, and as we have been talking to you about your health and well-being, your families, friends and communities, and about the adjustment to the new social distancing protocols that are transforming our daily lives
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets. ajackson. Wed, 04/01/2020 - 09:31. Our conversations with clients usually cover topics that range beyond investment and financial affairs. That has rarely been truer than during the past month or so as the COVID-19 outbreak has spread across the world, and as we have been talking to you about your health and well-being, your families, friends and communities, and about the adjustment to the new social distancing protocols that are transforming our daily li
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