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Another factor is the cost of core services, particularly childcare, faced by many workers. [read post]
8 Dec 2023, 11:11 am by The White Law Group
The rule addresses potential conflicts of interest that may arise when a broker or financial advisor is named as a Trustee, beneficiary or executor of a client’s estate. [read post]
7 Dec 2023, 8:54 pm by Cynthia Marcotte Stamer
Stamer’s work throughout her career has focused heavily on working with health care and managed care, life sciences, health and other employee benefit plan, insurance and financial services and other public and private organizations and their technology, data, and other service providers and advisors domestically and internationally with legal and operational compliance and risk management, performance and workforce management, regulatory and public policy… [read post]
7 Dec 2023, 7:30 am by Mark Wilson
A quick sidebar on Section 83(b): Under Section 83, a founder or advisor (or any service provider for that matter, which we’ll collectively refer to as our “Recipient”) who receives property (i.e., stock) in connection with her services to the Company must generally recognize ordinary income equal to the value of that stock when her rights in the stock first become either transferable or no longer subject to a substantial risk of forfeiture. [read post]
  Return on Investment: The financial investment of implementing co-sourcing can vary depending on organizational needs, such as the level of expertise/services required, technology needs, available compensation data sources, and the duration of the contract. [read post]
6 Dec 2023, 3:13 pm by Cynthia Marcotte Stamer
Stamer’s work throughout her career has focused heavily on working with health care and managed care, life sciences, health and other employee benefit plan, insurance and financial services and other public and private organizations and their technology, data, and other service providers and advisors domestically and internationally with legal and operational compliance and risk management, performance and workforce management, regulatory and public policy… [read post]
The post <strong>BPO: The Missing Link in Your HR’s DEI Strategy</strong> appeared first on HR Daily Advisor. [read post]
The post <strong>BPO: The Missing Link in Your HR’s DEI Strategy</strong> appeared first on HR Daily Advisor. [read post]
5 Dec 2023, 10:38 am by The White Law Group
FINRA Bars Sean Pong after Allegations of Outside Business Activities According to public records, on June 7, 2023, FINRA, the self-regulator that oversees brokers and brokerage firms, has reportedly barred financial advisor Sean Pong (Syany Pong, CRD#: 2406530). [read post]
5 Dec 2023, 5:11 am by Robert Kraft
Engaging in a Collaborative Decision-Making Process Choosing a senior living arrangement should be a collaborative process involving the individual, family members, healthcare providers, and financial advisors. [read post]
3 Dec 2023, 6:18 am by Rob Robinson
Most recently, David was VP / Associate General Counsel for DaVita, overseeing eDiscovery and information governance globally, as well as serving as the lead legal advisor for data security and protection compliance. [read post]
1 Dec 2023, 11:50 am by Cynthia Marcotte Stamer
Stamer’s work throughout her career has focused heavily on working with health care and managed care, life sciences, health and other employee benefit plan, insurance and financial services and other public and private organizations and their technology, data, and other service providers and advisors domestically and internationally with legal and operational compliance and risk management, performance and workforce management, regulatory and public policy… [read post]
1 Dec 2023, 8:44 am by Silver Law Group
Shane Wilhelm (Shane Collins Wilhelm CRD# 4803933) is a former registered broker and investment advisor last employed with Fortune Financial Services, Inc. [read post]
30 Nov 2023, 7:58 am by Roger Stelk
Consult with a financial advisor if you need higher-level help with managing assets and investments. [read post]
30 Nov 2023, 7:33 am by Doug Cornelius
“We have consulted with God, legal, financial and other advisors to assist us with this transaction. [read post]
  Being able to speak to leaders and employees about the company’s strategy, products or services, financial performance, competitive landscape, and other elements of the business is an invaluable skill. [read post]