A Guide to Financial Management
adminUnderstanding an organization's financial health is akin to deciphering a foreign language. This language communicates the story of a company's operations, profitability, and cash flow. Welcome to the world of…
Retire with Purpose – Runey & Associates Wealth Management
Retire with Purpose perhaps sounds cliché, but there is tremendous power and truth behind this simple statement. As a financial planning firm, we are in constant contact with individuals and…
A Leader in Accounting Practice Management
Canopy is proud to announce that it continues to be a leader in practice management software. We understand that, like the accounting industry, we must strive to evolve and continuously…
5 Similarities between Financial Planning and Project Management
If you have ever been through a system migration at your place of work, you know that it will be a bumpy ride. You have set up a Project Management…
Risk Management in Accounting: A 5 Step Guide
Risk management in accounting? What’s so risky about being an accountant? On the surface, accounting may seem like a pretty “safe” career path. Just think about how many times it’s…
The Future of Variable Lines Broker Management
This post is part of a series sponsored by AgentSync. Key takeaways: What automation looks like for variable lines compliance How automated broker compliance can help or harm carrier reputations…
2023 Accounting Practices Management Survey
Executive Summary One of the key drivers of success for modern accountants is mastering the management of their practices. In the face of new technologies, regulations, and changing client needs…
What to look for in claims management software – Insurance-Canada.ca
By Brynne Ramella, Content Marketing Manager, ProNavigator — Getting reimbursed for claims is a high priority for your policyholders. That puts a lot of pressure on your adjusters. Traditional insurance…
Union Bank of India will start vertical wealth management, says chief Manimekhalai
Union Bank of India (UBI) will open a separate wealth management vertical in the current fiscal year to attract and retain HNI (High Net Worth Individuals) and NRI (Non-Resident Indian)…
Passive Management: The Baseline for Defined Contribution Plan Sponsors?
Plenty of data shows that passive management has largely outperformed its net-fee active counterpart for over a decade. This helped induce a massive transfer of assets from active funds to…