A Guide to Financial Management
Understanding 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…
Understanding 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 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…
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…
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? 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…
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…
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…
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 (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)…
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…