Industry News
SmartBrief Originals
News and original analysis on the finance and accounting sectors.
How technology is changing the way wealth is managed
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Technology is redefining how people plan for retirement and manage their wealth, causing a shift in the industry

How capital structure can save a company

The importance of capital structure can be seen in Apple, Texaco, Six Flags and Marvel. Learning the best practices of building growth capital into an organization can save a company from potential tragedies.

Schwab IMPACT speaker examines how advisors can communicate effectively

Financial advisors must fight misinformation and distraction and practice effective communication to keep clients on a positive path, said an expert at Schwab IMPACT 2019.

Schwab IMPACT panel: China offers expanding investment opportunities

China is presenting more avenues for investment as consumer services drives its economy, according to a Schwab IMPACT panel.

Schwab IMPACT speakers: Fixed income having strong year, will remain key in diversification

Fixed income has seen strong demand, and investors should maintain bonds as a crucial part of their portfolios in the years ahead, experts at Schwab IMPACT said.

CFO: Build that team!

Finance chiefs can't excel without a great team. Here's an expert on how to build that bench.

The CFO as IT champion

CFOs control budgets, and they also should be making sure technology investment is properly prioritized.

CFOs and CISOs have an opportunity to collaborate

CISOs and CFOs both benefit when they build a relationship.

How life insurers can tap into the power of digital marketing
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To make personal connections with potential life insurance customers, marketing teams are leveraging data and analytics to shape their conversations.

FINRA offers helpful tips and tools for regulatory compliance

FINRA's collection of resources provides useful help for compliance professionals

Optimizing your digital marketing to reach insurance shoppers
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Insurers can reach the right customers through data-driven tools that compliment marketing efforts across channels

Make your marketing dollars work harder: How to use triggers to reach active insurance customers
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Use acquisition and retention triggers to reach consumers looking for insurance and improve your marketing

Objectives-based investing can involve a vast array of products and great responsibility for advisors, an expert panel said at BNY Mellon Pershing INSITE 2019.

Investors need to ensure they have the right fixed-income allocations as yields are struggling, experts said at BNY Mellon Pershing INSITE 2019.

Registered investment advisor firms need to consider a range of factors before pursuing merger-and-acquisition deals, experts said at BNY Mellon Pershing INSITE 2019.