Norman Marks
APRIL 22, 2022
I have been involved in information security, either auditing it or being responsible for the function at a couple of financial institutions, for a very long time. To me, cyber is not separate from information security. If I were to make a distinction, information security would include not only digital information, but also hard copy reports […].
Sara Grillo
APRIL 21, 2022
I’m tired of these nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow.
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The Better Letter
APRIL 22, 2022
This week’s TBL is a favorite of mine. It focuses on music, beauty, and contingency. If you like The Better Letter, please subscribe, share it, and forward it widely. Subscribe now Share The Better Letter Thanks for reading. It’s Not Coldplay Imagine there’s no Beatles, it’s easy if you try. Yesterday , the 2019 film directed by Danny Boyle ( Slumdog Millionaire , Trainspotting , Steve Jobs ) and written by Richard Curtis ( Love Actually , Notting Hill , Four Weddings and
Brown Advisory
APRIL 20, 2022
Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate. To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance o
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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.
Norman Marks
APRIL 18, 2022
This is a touchy subject. While there is very little debate that the head of internal audit, the chief audit executive or CAE, should report functionally to the board (usually the audit committee of the board), there are some strong opinions on whether it should report for administrative purposes. This is what the IIA’s Standards […].
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BlueMind
APRIL 19, 2022
Category: Technology. After the initial impact of the Covid-19 and the widespread shutdown of businesses, there was a huge question regarding how business owners needed to make adjustments to the way they conduct their business in order to stay open. With social distancing mandated everywhere and the public advised to remain inside their homes, many businesses had to face major layoffs, temporary closures, and severe financial strain.
Darrow Wealth Management
APRIL 20, 2022
Inflation is at 40-year highs. The Federal Reserve has started raising interest rates to cool the economy and tame inflation. But it won’t be easy. Given the strength of household balance sheets and that the Fed is raising rates from zero, prepare for inflation to stick around. Taming inflation won’t be easy. The Personal Consumption Expenditures (PCE) measures the change in the prices of goods and services consumed by all households and nonprofit institutions serving households.
Brown Advisory
APRIL 19, 2022
The Family Mission Statement and Strategic Plan jharrison Tue, 04/19/2022 - 16:38 Download the Report We believe a family mission statement – and a strategic plan to implement that mission – allows a family to filter out the “background noise” of day-to-day challenges and focus on long-term goals and objectives. Developing these documents provides a process for reaching agreement on the family’s core values and creates a shared vision amongst all family members.
Your Richest Life
APRIL 19, 2022
April is financial literacy month, which is intended to empower people to understand and steward their money well. This is a topic that I’m passionate about, because I believe that everyone should have access to the knowledge that will help them create wealth and stability in their lives. In honor of financial literacy month, here are some ways you can improve your own financial knowledge: 1.
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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.
Advisor Websites
APRIL 19, 2022
Let’s get personal for a second, shall we? Almost every organization has a website. The question is, do they have a solid digital presence that attracts and meets the expectations of today’s tech-savvy consumer?
Getting Your Financial Ducks In A Row
APRIL 18, 2022
Photo credit: jb. We discussed the IRA Qualified Charitable Distribution (QCD) option for folks age 70½ or better in other articles. It’s possible from those articles that you got the impression that if you are younger than 70½, you are not able to make charitable contributions with money from your IRA. Nothing could be further from the truth! You can always make charitable contributions of any money you wish… the question is, what will such a move do for you tax-wise?
Harness Wealth
APRIL 19, 2022
In this article on managing equity in a down market, we discuss: Why are tech stocks down? Things you can do including: Prepare for the worst. Tax efficient selling strategies. Exercising options. Margin Lending. Gifting and tax-efficient trusts. First, why are many tech stocks down? In principle, each stock trades at a price which reflects public market investors’ belief in the future profitability of the business.
The Richer Geek
APRIL 20, 2022
Today’s guest, Jacob Vanderslice, is Principal at VanWest Partners, a Denver-based real estate investment firm focusing on the acquisition and management of self-storage centers and other opportunistic real estate throughout the United States. VanWest has established a track record with over $195mm in real estate assets. Jacob and his partners’ success is driven by a commitment to delivering an expertly executed, adaptable strategy with an institutional investment approach.
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.
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