Transforming Billing: accuracy, transparency, control
Billing is at the beating heart of every financial firm. Yet for many organizations, billing and revenue management is constrained by simple spreadsheets and manual processes.
Billing is at the beating heart of every financial firm. Yet for many organizations, billing and revenue management is constrained by simple spreadsheets and manual processes.
The SEC & FINRA have been hard at work enforcing supervision & compliance regulations in the financial services industry. In this report, we review 10 of the most notable violations to better understand how they occurred & how firms are managing enhanced SEC & FINRA scrutiny.
FMG Suite’s latest whitepaper, “Determining the Best Marketing Solution for Advisors,” addresses the pain points all broker-dealers face today when selecting a marketing technology solution for their advisors. Download today!
Billing is at the beating heart of every financial firm. Yet for many organizations, billing and revenue management is constrained by simple spreadsheets and manual processes.
The SEC & FINRA have been hard at work enforcing supervision & compliance regulations in the financial services industry. In this report, we review 10 of the most notable violations to better understand how they occurred & how firms are managing enhanced SEC & FINRA scrutiny.
FMG Suite’s latest whitepaper, “Determining the Best Marketing Solution for Advisors,” addresses the pain points all broker-dealers face today when selecting a marketing technology solution for their advisors. Download today!
At Cambridge, we understand the importance of planning for the future. Whether that means joining an established firm as you grow your business or creating a plan to ensure the protection of your clients’ needs and the security of your mature business, Cambridge is prepared to guide you through the process.
This whitepaper reviews the U.S. Securities and Exchange Commission’s (SEC or Commission) recently updated market conduct standard for brokerage firms, Regulation Best Interest (Reg BI). Instead of ending the debate over the appropriate standard for financial advisors, the SEC’s recent action exacerbates the internal divide within the financial services industry.
This white paper delves into the topic of financial stress and its impact on the financial wellbeing of both employers and the employees they serve. Along with key findings from our recent consumer needs study, including the behaviors that prevent many employees from achieving financial security and best practice insights on financial wellness programs.
Many individuals may face uneasiness as they near retirement, but there are other options available that provide a protected, guaranteed income stream they may need for a financially stable retirement. And for financial professionals that embrace these types of options, opportunity awaits.
If the current dispute between the U.S. and China becomes a full-scale trade war, it will have a negative effect on the global economy by directly impacting consumers and causing widespread uncertainty, prompting households and businesses to cut back on spending.
We have long recognized the potential of the cloud to upend the software industry given the benefits it offers users, including reduced overhead and constant updates. We are seeing new opportunities in companies that are deploying AI in areas such as cybersecurity.
Bank loans appear to offer relative value despite a deterioration in protections for investors and the potential for the Fed pause to hurt demand. We believe that the current environment of slow but steady economic growth with low inflation is ideal for loans. We see low levels of new supply and strong demand from CLOs supporting the loan market.
A growing number of companies are facing secular risks that could impair their long-term growth prospects. While this trend poses challenges for many traditional issuers of high yield bonds, it is also creating a new generation of companies in the high yield market that offer attractive opportunities.
As part of our commitment to supporting the advisor community in growing and evolving prosperous practices, we’ve hosted a series of events in partnership with The Retirement Advisor University for the country’s top retirement plan advisors to gain insights across the business life cycle. Here, we share those findings and a content series dedicated to furthering advisor acumen across each business stage.
Hiring a next-gen advisor can benefit every aspect of your business and set you up for long-term success and growth. Learn insights and actionable steps you can take to help you find the perfect candidate and retain top talent to position your firm for the future.
A straightforward, building block framework that utilizes a behaviorally based approach can encourage positive investor behavior and help clients stay the course.
ined contribution plan sponsors want the best outcomes for participants, but plan improvements can also bring unexpected consequences. To help understand how this can occur, BlackRock applies deep participant-level data analysis to three real world case studies—and reveals surprising results.
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