Nerd's Eye View
JANUARY 8, 2024
Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. And the wide scope of technology tools supporting advisors to shift into providing more client-centric services makes this new era in the future of financial advice possible!
Nerd's Eye View
APRIL 4, 2024
Ultimately, the key point is that there are a number of ways that the financial planning industry can tackle the looming spike in demand for new advisors without imposing an artificial obligation on advisors, which, if not met, would imply a deficiency in professional duty.
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Trade Brains
MAY 17, 2023
The company’s core industry focus is retail, travel services, energy, agriculture, commodities, and professional services. Future Plans Of Sonata Software The main areas of business for Sonata Software , as we mentioned before, are retail, digital transformation (ISVs), customer experience, agri commodities, and services.
Nerd's Eye View
MARCH 18, 2024
Often, sharing a connection through soft assets can be more valuable than the professional services of the COI – at least at first. From there, when the advisor is ready to reach out (whether via email, social media messaging, or something similar), leading with soft assets is key to building common ground.
Harness Wealth
FEBRUARY 27, 2023
It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS. Employees with equity face complicated tax planning questions The acquisition of a company can leave employees facing choices about what to do with shares or facing varying tax consequences depending upon their individual situations.
MarketWatch
APRIL 25, 2023
The company plans to cut about 25 corporate positions to “further right-size the expense structure of the enterprise.” Other cost-cutting measures include marketing expenses, third-party contracts and professional services, logistics and travel, the company said. Vera Bradley Inc.
eMoney Advisor
APRIL 6, 2023
These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. If you’re thinking of starting your own financial planning practice as a solopreneur, you’ve come to the right place. Look for the level of flexibility you desire.
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