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Putting Skills-Based Promotion in Motion

A competitive job market and emerging technology have made seniority only part of the advancement equation. As co-managing partner at accounting and consulting firm Friedman LLP, Harriet Greenberg, CPA, PFS, uses seniority as a factor in deciding whom to promote. But that's just one piece of the puzzle: She also believes in skills-based promotion—now more than ever. To read the full article in the Journal o ...

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Twelve Common Technology Mistakes You Should Avoid

Over my 30-plus year career consulting on technology, I've encountered many mistakes my clients have made regarding hardware, software, and technology in general. As technology has become more integral and complicated, I've seen an increasing number of companies struggle with it. These problems aren't just minor issues; in many cases they could threaten a company's survival. To read the full article in Jour ...

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The Due Diligence Imperative

Conclusion (Part Six of a Six-Part Series) The first installment of this six-part series set forth an overview of the due diligence imperative for valuation professionals, in the context of the Four Pillars of Healthcare Value, i.e., Reimbursement, Regulatory, Technology, and Competition. The second through fifth installments reviewed the due diligence process related to the reimbursement, regulatory, compe ...

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Apps to Help You Focus Online

I’ll get this assignment started as soon as I’ve checked Facebook. And Instagram. And Gmail. Oh, is it time for lunch already? Sound familiar? Most people arrive at work with good intentions, planning to be productive, collaborative, and successful, according to Greg Dewald, chief executive of Bright!Tax. “In the internet age, though, this can actually be a big challenge, as we are constantly bombarded with ...

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Building a State-of-the-Art M&A Target

A firm can enrich its value to prospective suitors by investing in a top-notch IT infrastructure and exhibiting a willingness to embrace new technologies. To read the full article in Journal of Accountancy, click: Building a State-of-the-Art M&A Target. ...

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Empowering the Human Element in Automation

At Flint Hills Resources, robotic process automation is supercharging, not eliminating, finance professionals.  The Koch Industries subsidiary shows us how. To read the full article in Financial Management, click: Empowering the Human Element in Automation. ...

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The Due Diligence Imperative

Technology This article provides a peek at one of the six-part healthcare installments and provides an overview of the due diligence imperative for valuation professionals, in the context of the Four Pillars of Healthcare Value, i.e., Reimbursement, Regulatory, Technology, and Competition. The second, third, and fourth installments, already published, reviewed the due diligence process related to the reimbu ...

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The Due Diligence Imperative

Competition (Part Four of a Six-Part Series) The first part of this six-part series provided an overview of the due diligence imperative for valuation professionals, in the context of the Four Pillars of Healthcare Value, i.e., Reimbursement, Regulatory, Technological, and Competitive environments. The second and third installments reviewed the due diligence process related to the reimbursement and regulato ...

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Interested in Working with Millennials? Start with ETFs

Advisors failing to embrace ETFs will miss out on the next generation of clients.  While only 42% of millennial investors say their portfolios currently hold an ETF, 91% say the funds are their investment vehicles of choice, according to Schwab’s annual ETF investor study. To read the full article in FinancialPlanning, click: Interested in Working with Millennials?  Start with ETFs. ...

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An Amazon for Financial Services? The Race is On.

Technology is rapidly changing the way advisors meet clients, so much so that the relationship may look completely unrecognizable in just a few years.  And that transformation opens up several key opportunities for innovators. To read the full article in FinancialPlanning, click: An Amazon for Financial Services?  The Race is On. ...

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Four Skills Accountants Need to Succeed in a Tech-enabled Future

New duties will require plenty of understanding and good communication.  Many experts expect accountants' work and duties to change fundamentally in the coming years.  Technology will allow for a more complete audit that uses all available data rather than samples.  And the scrutinizing of anomalies will provide opportunities for auditors to provide more useful information to clients. To read the full artic ...

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Public vs. Private Blockchains: What CPAs Should Know

If you or your organization is interested in adopting blockchain technology, you need to know the difference between public and private blockchains.  One might be a better option than the other.  This blog post can help you decide. To read the full article in AICPA Insights, click: Public vs. Private Blockchains: What CPAs Should Know. ...

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Despite Fast Growth, Mobile Wealth Management Stumbles

For the future of financial advice, the writing isn’t on the wall, it’s on the mobile phone screen, says Christopher P. Van Slyke, financial planner and founder of wealth management firm, WorthPointe.  Van Slyke, who's based in Jackson Hole, Wyoming, says the tipping point for him was when he saw that the local bank, Bank of Jackson Hole, was touting its app in a community paper. To read the full article in ...

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40% of Americans are Comfortable Seeking Financial Advice From AI

As technology continues to change the investment landscape, a new Merrill Edge report has found that nearly 40% of mass affluent Americans are comfortable consulting artificial intelligence for financial advice.  But that’s not all… To read the full article in FinancialPlanning, click: 40% of Americans are Comfortable Seeking Financial Advice From AI. ...

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How We Will Learn to Love Big Data in 2018

Leading futurist and keynote speaker Ross Dawson, who regularly consults to accounting, finance, and banking bodies, spoke with Chris Sheedy about the single greatest opportunity that the future holds for accountants. To read the full article in ICAS, click: How We Will Learn to Love Big Data in 2018. ...

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IBDs in Slow-Footed Race to Let Advisors Text Clients

Firms largely ban texting, even for logistical purposes, amid guidance from FINRA that all business communications must be “retained, retrievable, and supervised.”  Securities America this week became the first of the top 10 largest IBDs to announce a program allowing its advisors to text clients. To read the full article in FinancialPlanning, click: IBDs in Slow-Footed Race to Let Advisors Text Clients. ...

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How Advisors Can Outthink Robots

As the learning capability of machines continues to improve, advisors are increasingly finding themselves outmaneuvered by robots.  These digital advisors are particularly appealing to millennials, who now represent close to half of the U.S. online banking population.  To that end, there is a technological gap as well as a demographic vulnerability that advisors are facing, especially as they help consumers ...

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To Woo Advisors, Betterment Takes to Hybrid Approach

Priding itself on being a technology company first, Betterment has learned it needs a deeper human touch to sustain its advisor platform.  RIAs are often impressed by the slick interface of Betterment for Advisors, its contemporary user experience and the way it helps speed onboarding and back office tasks.  But, the young firm can’t scale on technology alone. To read the full article in FinancialPlanning, ...

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CPAs Should Shift to Niche Services as Automation Takes Over

Accountants should focus on providing niche areas of service such as business valuation and retirement planning and move away from tasks including bookkeeping and financial reporting because automation and technological advances will take over much of their work.  Dominic Diongson, deputy editor for AccountingWEB, explains. To read the full article in AccountingWEB, click:  CPAs Should Shift to Niche Servic ...

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How to Stay Ahead of the IoT Curve

Seemingly overnight, the internet of things (IoT) has become a technology buzzword, challenging businesses to embrace a technology in its infancy before they can firmly grasp the pitfalls and opportunities involved.  Sylvia Edwards Davis explains this concept and what to do to propel your business forward. To read the full article in CGMA, click: How to Stay Ahead of the IoT Curve. ...

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