To start answering those questions, look at your client’s personal cash flow statement. I like the personal cash flow statement because it not only includes a client’s net business cash flow, but ...

(MENAFN- EIN Presswire) EINPresswire/ -- Currence, the financial technology company pioneering the Income Under ManagementTM planning model for advisors, today announced the launch of its Cash Flow ...

In the era of rapid AI advancements, expanding cloud capabilities and the growing significance of big data, companies across every industry are making substantial investments in new technologies.

When a new client is ready to begin working with you, the last thing they want is to be subjected to a clunky or disorganized onboarding process. After all, this is the beginning of your professional ...

Many businesses struggle with cash flow due to poor cash flow management and a lack of understanding about it in general. Cash flow management has always been an essential component of a business's ...

In an article for GoBankingRates, financial advisors shared some of their top tips for onboarding new clients. While every client has unique circumstances and their own goals and definition of success ...

A Streamlined Advisor Experience The new NDEX–Schwab integration delivers: Integrated Single Sign-On (SSO) Advisors can now move instantly and securely between NDEX and Schwab using a unified ...

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...