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…
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…
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…
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…
This eBook, Unlock Value with the Keys to a Faster Close, summarizes the findings of our 2022 Close the Books survey, where over 1,400 finance professionals shared their best practices on how to achieve a faster and more accurate close. Thank you to al…
Download this whitepaper to discover how cloud financials can help you: Quickly adapt to support changing business needs Improve efficiency and accuracy by replacing manual processes with automated workflows Gain end-to-end visibility into yo…
58% of US companies manually reconcile accounts. But the pace and complexity of today’s business environment is driving financial executives to shift their financial management solution to a system of intelligence, rather than a system of record,…
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…
