In the world of financial services, there’s been a lot of change and upheaval recently. From compliance standards insisting your firm act as a fiduciary to your clients, to customer needs that shift like the wind, it’s essential for dedicated Registered Investment Advisor (RIA) firms to operate with increasingly high standards. As old methods of […]
Words of Advice
Our CFO Playlist: A $$$ State of Mind
Are you a hard-working CFO that’s ready to kick back and relax? Or maybe you’re an aspiring CFO who needs some jams to really help you visualize your goals? Cha-ching! What’s that sound? The sound of money in the bank, of course. Because as a CFO, we know that’s all you can think about. Just […]
What Should You Look For In Investment Professionals For A Private Equity Firm?
A private equity firm is often small and close-knit, and while responsibilities may differ, senior professionals have plenty of interaction with the newbies. It follows, then, that you’ll want to choose carefully when looking to add to your team at any level—high or low, you’re all working together towards a common goal. It can be […]
The Role of Social Media in the Recruiting Process
In the digital age, technology is the most powerful tool for recruiters to make connections and build relationships with potential candidates. Everyone and their dog are on any number of social media outlets, from Facebook and LinkedIn to Opportunity and StackOverflow. Being active on social media is a great way to cut through all the […]
You Know It’s Time to Hire A CFO When…
If you are a business owner who has built your business from the ground up, you may be inclined to try to keep all that responsibility to yourself as you grow. However, especially where your finances are concerned, there will come a time that you will need to bring an expert on board to help […]