Stress Test Your Client’s Portfolio
Download this powerful one-page quick quiz and help your clients determine if their existing investment portfolio matches with their investment and risk tolerance. Over...
Learn How Annuities Fail – Free Report.
Annuities and tactical money management can work together to accomplish retirement goals and in doing so, double or even triple your closing ratios. Download this free...
The Best Tool for DOL Compliance
Looking for an easy to-use system that will help you comply and thrive under the DOL ruling, no matter what happens next?Register now to watch a preview of a robust platform...
3-Step Process to Turn Prospects into Raving Fans
In this free download you’ll learn proven tips for developing a trusted brand and reputation while cultivating stronger relationships with clients. The...
How to Identify the Growth Killers & Profit Drains at Your Practice
Want to make your practice more profitable? Need help figuring out what’s working, what’s not, and where you should be focusing your energy and attention NOW to...
Request your complimentary white paper: ‘Outsourced Accounting Lets CFO’s Stay Focused on Growth’
What is keeping CFO’s up at night? According to a recent survey by The CFO Alliance, having too much to do and not enough time to do it. Having strategic agility is...
10 Useful Post Tax Season Resources for CPAs
After tax season, CPAs have more time to re-evaluate their firm. This resource booklet provides key advice on client billing and collection practices, collection strategies,...
Finance Technology Game Plan
Midsize companies struggle to manage the exact same processes as any larger F&A team, and BlackLine customers around the globe know that new technology is not only for big...
Longitude: Combating Financial Crime: The Increasing Importance of Financial Crimes Intelligence Units in Banking
Longitude surveyed 121 investment and commercial banks in Europe and North America to identify trends and strategies across the industry. While banks have a strong awareness...
IIA: Leveraging Analytics to Combat Digital Fraud in Financial Organizations
There are challenges too, including unprecedented data and transaction volumes, channel control in electronic marketplaces and fraud prevention.This paper from the International...
