FINANCIAL INSTITUTIONS: Our team at Strata is thrilled to be sponsoring the AICPA Conference on Banks, Savings, and Credit Unions this week! Heather Hinchley, our Senior Solutions Engineer, will be leading a session September 10th at 8am entitled "Designing and Tracking Effective Incentive Compensation Plans." Come say hello at Booth #6! We can't wait to see you! ?? for more info: https://bit.ly/3XkeDCd #AICPA #Finance #StrataDecisionTechnology #Axiom
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FCR has expert staff on hand to provide the appropriate solutions through our business advisory services for organizations who are: ?? Looking to expand operations ?? Concerned about the effects of regulation ?? Unsure of the economic landscape ?? Looking to gain access to capital Sound like something you need? Contact our team today ?? #fcraccountants #charteredprofessionalaccountants #cpa #businessvaluators #businesstips #businessfinance
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I'm pleased to present JCE Advisory's performance to 30 June 2024. FY24 was characterised by persistently strong returns for Credit & Alternative investments and are a natural compliment to Equity and Property allocations. Alternatives ? 13.3% return for FY24. ? 12.3% p.a. over the past three years. ? Pure Alternatives Exposure: No Property, Credit Risk or Equity Risks. ? Max Drawdown: -0.80% Credit ?10.5% return for FY24. ?10.2% p.a. over the past three years. ?Pure Credit Exposure: No property lending. Mix of Inv. Grade & High Yield. ?Max Drawdown: -0.13%
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?? Breaking news! ?? Financial Conduct Authority chief Nikhil Rathi is taking a decisive stand against red tape, paving the way for a more streamlined and efficient financial industry. This bold move is set to benefit businesses and consumers alike, creating a smoother path for innovation and growth. #FCA #Regulation #FinancialIndustry https://ift.tt/e0qQoxr
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Our TOP priority here at FCR ?? ... to provide the information and tools required to make the best decisions for you and your business! #fcraccountants #charteredprofessionalaccountants #cpa #businessvaluators #businesstips #businessfinance #financialfreedom #businessgrowth
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Headed to Center for Financial Professionals (CeFPro) Treasury & ALM USA? Don't miss DCG's Michael Guglielmo as he moderates day 2 of the conference. Learn more and register here: https://hubs.ly/Q02mN9F30 #bankingindustry #riskmanagement
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Are you struggling to get clear answers to some of these questions? We can help. ----- #rhodiumanalytics #privateequityfirms #financialanalysis #fpa
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Mr. Anil Rajanala presents on de-risking taxation exposure by identifying root cause fixes for ITC claims, emphasizing the importance of a single source of truth. By consolidating vital data points, organizations can efficiently navigate notice influxes, safeguarding their reputation from adverse impacts Cygnet's subject matter experts are ready to meet profound tax & financial leaders in the Finance Summit hosted by the UBS Forums at The Lalit, Mumbai Viral Dhruv Karnav Jhaveri Bharat Sonavane #mumbaievents #b2bevents #taxevents #cfosummit #taxsummit #inputtaxcredit #digitaltransformation
?Watch Mr. Anil Rajanala, our renowned expert thought leader as he shares profound insights on ‘???????????????? ?????????????? ???????????????????????????? ???? ????-?????????????? ?????? ????????????????’ live at the podium of our "???????? ?????????????? ???????????? ???? ?????????????? ???????????? & ???????????? ????????” at ?????? ??????????, ????????????. In association with our Gold Partner Cygnet Digital #UBSFFOF?#12thEditionfutureoffinance?#cfos?#financeleaders?#stabilizing?#business?#datamanagement?#datadriven?#analytics?#productivity?#agility?#rpa?#businessgrowth?#technologyinnovation?#finance?#ubsforums
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Missed the Breakfast Forum- Advancements and Regulatory Updates in BVI Financial Services? Watch the full session here: https://lnkd.in/eqZ3_bsF Gain insights and hear the crucial discussions on Anti-Money Laundering (AML) measures, the Mutual Evaluation Report, and the latest updates from our special guest, Deputy Managing Director of Regulations, Glenford Malone, BVI Financial Services Commission. Stay informed with BVI Finance Limited as we navigate critical discussions shaping our financial services industry. #BVIFinance #FinancialServices #IFCs #IndustryInsights
BVI Finance: Breakfast Forum - Advancements and Regulatory Updates in BVI Financial Services
https://www.youtube.com/
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★ ASIC Registered Financial Adviser - Expert in Superannuation/Retirement Planning and UK Pension Transfer Advice to QROPS [email protected]
The persecution of smaller Financial Planning businesses continues……we try to absorb as much of these additional costs as possible without having to pass them on to our clients but this along with the already increased costs of late is making it very hard to do so. Way to go for making Financial Advice more affordable.
REALITY: The #CSLR would have had a better welcome from #financialadvisers if #asic had not, quite shamelessly, front-end loaded it with Dixon Advisory complaints.
Advisers remain exposed to $135m on Dixon Advisory - Financial Newswire
https://financialnewswire.com.au
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This week, we wanted to take time to further explain the three types of fees that are important to our clients: advisory fees, MERs, and bundled fees in separately managed accounts. https://bit.ly/3RHqyXv
Fees
woodgundyadvisors.cibc.com
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