ISC’s team of Hospitality Recruiters is partnering with a leading developer of retirement communities on a Senior Technical Accountant opportunity in their home office. This rapidly growing company is not only well known for developing, owning and managing campus-style communities across 10+ states, but also providing a positive and supportive…...
Senior Reporting Accountant (Hybrid) Baltimore, MD
ISC’s team of Hospitality Recruiters is partnering with a leading developer of retirement communities on a Senior Reporting Accountant opportunity in their home office. This rapidly growing company is not only well known for developing, owning and managing campus-style communities across 10+ states, but also providing a positive and supportive…...
The advisor shortage in US wealth management
Demand is strong. Capturing it will require wealth managers to tackle the impending shortage of advisors. Following several years of economic crosscurrents and fluctuating performance, the US wealth management industry is entering 2025 from a position of strength, with solid fundamentals in place. Demand for its services continues to grow as…...
2025 Global Wealth and Asset Management Outlook
Firms can “stay fit” by leveraging brand value and culture, personalizing products, harnessing data and smartly navigating regulation. The past year has been one of uncertainty and volatility — but also of growth. 2025 will again push firms to evolve in response to changing market, client and staff expectations. Many…...
Will The Fed Move Win Back The FinTech Bulls Like It Has Stock Market Investors?
This week the Federal Reserve announced a 50bps interest rate cut taking the Fed Funds Target rate to 4.75 - 5 percent, the first cut in over four years, and signaling that the easing cycle has commenced. The announcement was one of the most anticipated and talked about in recent…...
Mastering Fiduciary Accounting
As a fiduciary, you have an obligation to present the value of an estate when you take up your duties, the value at the end of the period, along with each and every transaction that occurred throughout the administration. All together, these schedules tell the story of how the estate/trust…...
Should investors be concerned about unusually calm markets?
We’ve noted previously that stocks are in a period of relative calm right now. The S&P 500® Index has gone 18 months without a single day sell-off of 2% or more, the longest streak since the Global Financial Crisis. There have only been seven days in 2024 when the S&P 500 has…...
Finding Your Financial Advisor Niche in 2024: Tips to Stand Out and Succeed
As a financial advisor in the increasingly competitive landscape of 2024, differentiating yourself is more critical than ever. One of the most effective ways to stand out and build a thriving practice is by identifying and targeting a specific client niche. By focusing on a particular group of clients with…...
The Cost of Trying to Time the Market: A Risky Gamble
Investing in the stock market is a time-honored method for building wealth. However, not all investment strategies are created equal. One of the most misguided strategies is market timing—attempting to predict market movements and make buy or sell decisions accordingly. While the allure of buying low and selling high is…...
Top 3 Finance Trends for 2024
Currently, the main use cases for AI within finance departments are customer service, fraud detection and risk management. Sixty percent of the individuals we surveyed said they are “very comfortable” using AI technologies. Read the full article at: www.avidxchange.com...
Predictions for the financial services industry in 2024
The word ‘rollercoaster’ best sums up 2023. We’ve experienced economic, geopolitical, technological, and societal challenges over recent months with the ongoing cost-of-living crisis, high interest rates, inflation, global conflicts, catastrophic weather events, the rise in artificial intelligence such as ChatGPT, to name only a few. All of these elements have…...
How Valuable Is A 1% Financial Advisor Fee ?
Planning for retirement and growing your wealth is critical to achieving your financial aspirations. Making informed decisions about your money requires careful analysis, expertise, and a comprehensive understanding of the financial landscape. While many individuals choose to navigate their financial journey independently, seeking the guidance of a professional financial advisor…...
Fee-Only Financial Advisor: Pros and Cons
Fee-based financial advisors give clients financial advice for a fee and don't receive commissions on the sales of investment or insurance products. Seeking a professional to help you manage your money is a great step to achieving your financial goals. But not all financial advisors are the same; some may…...
How to Choose a Financial Advisor
There is a financial advisor for every budget and financial situation. Here's a look at the types of financial advisors, and how to choose the right advisor for you. Financial advisors help people manage their money and reach their financial goals. They can provide a range of financial planning services,…...
How to Create an Investment Portfolio for Long Run
If you want to stay on track financially, you'll have to be diligent about every financial decision you make. Whether big or small, these decisions have the potential to impact your financial status. Here are some tips on how to develop healthy financial habits that can help you achieve your…...
