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10 Apr 2019, 8:09 am by Beth McClelland, MBA, CFP®, CDFA®
Using the services of a Certified Divorce Financial Professional (CDFA®) and a divorce coach can go a long way to helping you make better financial decisions. [read post]
18 May 2012, 1:14 pm by Cynthia Marcotte Stamer
Stamer serves on the Editorial Advisory Board of Employee Benefits News, the editor and publisher of Solutions Law Press HR & Benefits Update and other Solutions Law Press Publications, and active in a multitude of other employee benefits, human resources and other professional and civic organizations. [read post]
14 Feb 2021, 5:00 am by EverConvert Blogs
Thus you need the support of a professional who can handle all the hassle on your behalf, someone who can empathize with you and provide viable solutions. [read post]
22 Dec 2023, 11:26 am by Cynthia Marcotte Stamer
The IRS Office of Professional Responsibility is working on additional guidance for the tax professional community that will be available in the near future. [read post]
5 Feb 2018, 3:14 pm by Tim Wright and Antony Bott
Depending on maturity, these technologies might be delivered on premise or via the cloud – cloud computing brings its own issues from a contracting (and in the financial services sector, regulatory) standpoint. [read post]
15 Jun 2018, 8:23 am by John Jascob
Dale Brown, President and CEO of Financial Services Institute, advocated for a two-tier disclosure system. [read post]
29 May 2012, 7:54 am by S2KM Limited
These benefits include access to and trust of the customer, an awareness of financial needs and family issues plus multi-product financial solutions that feature structured settlements and enhance their sale. [read post]
27 Jul 2020, 6:05 am by Rob Robinson
Of the 19 respondents from corporations, seven are in life sciences, three are in insurance, three are in telecommunications, two are in financial services, two are in manufacturing, and two are in technology. 89% work for companies with revenues that exceed $10 billion and have over 10,000 employees. [read post]
3 Apr 2009, 8:55 am
During 2008, 16.5 percent of shares were voted with broker discretion, according to Broadridge Financial Solutions. [read post]
29 Aug 2024, 8:43 am by Brandon Kelloway
Scalability: Healthcare organizations must consider the scalability of AI solutions. [read post]
27 May 2019, 12:36 am
 She explained that the creation of blockchain-based financial networks is presented as a solution to issues of trust in financial institutions and opaque financial governance following the 2008 crisis. [read post]
4 Oct 2024, 7:27 am by Rob Robinson
For professionals in the sector, these mergers highlight a trend towards the consolidation of services, enabling companies to offer more integrated, holistic solutions to clients. [read post]
13 Dec 2011, 3:13 am by Robert Kraft
financial planner, care funding specialist or a reverse mortgage specialist may find the funds to pay for professional help to keep a loved one at home. [read post]
26 Nov 2023, 6:52 am by Rob Robinson
The trajectory for eDiscovery software is straightforward: off-premise, cloud-based solutions are on the rise, reshaping how legal professionals approach the discovery process. [read post]
2 Jul 2013, 1:01 pm by Christine Nielsen
After all, she asks, “What happens if lenders and other financial service providers do away with their phone banks and storefronts and market their loans and other financial products largely or entirely online? [read post]
12 Nov 2015, 5:46 am by David DePaolo
It is also a new huge opportunity for insurance and related industries to introduce new products and services to meet the needs of business and workers as this all evolves.Dependent Contractors will, ultimately, be legally recognized. [read post]