Advisors looking to leave employee-based firms behind have a variety of options they can pursue. These options, and the ability to move between them, give advisors flexibility to make independent affiliation work for their practice. In this white pa…
The information-laden life insurance onboarding process can be tedious for new policyholders. It’s also a prime opportunity for fraudsters to garner valuable personal information that can put both clients and your company at risk. However, there …
In 2017, the FASB added the “last-of-layer” method to its hedge accounting rules. This method expanded a company’s ability to hedge pre-payable assets in a closed portfolio, but the rule implied that only a single layer coul…
Employees are working hard to recoup income and savings losses caused by the pandemic. With many members of your clients’ workforce struggling to regain financial prosperity, how can you guide them in offering benefits that can help their employees gai…
Hail losses have increased 30% over the last five-year period, resulting in $8.8 billion in total hail loss costs in 2020. As a result, some insurers may be putting damaged roofs on their books without realizing it. Insights from auto hail cla…
Select the best FP&A software: FP&A software features and benefits explained Buyer Checklist for vendor comparisons The top FP&A software reviewed Expert Recommendations and pricing Over 120 Financial Accounting systems eva…
Following a successful company rebrand and several organizational changes, UNIFY sought to take their account reconciliation process to the next level through automation. With the credit union growing larger each year, the accounting team needed a b…
Reconciliations are the real deal. Roll forwards are just a weak substitute. Come along with us as we break down the differences between the two!Request Free!
Ever found yourself wondering what exactly makes up a balance sheet reconciliation? You’ve come to the right place. With this free infographic you’ll learn how each part of a reconciliation functions. Download now to find out for you…
The recent disruptions highlighted the shortcomings in cash management and the need for enhanced capabilities in working capital management and cash forecasting. In fact, many businesses still struggle to understand the importance of liquidity decision…
