Cherokee Investment Partners LLC

Technology is disrupting the financial services industry — here's how

Technology is upending workflow and processes in the financial services industry.

Here's the best financial advice the country's top advisors ever got

Financial advisors need money tips, too. In fact, sometimes a salient piece of advice led them into the industry. We asked advisors from firms that made the FA 100 list for 2019 for the best money and investing advice tips they ever received.

What Will Win the Next 5 Years in Financial Services?

To keep up with potentially disruptive competitors, financial firms must embrace connected data and planning.

Should You Refinish Hardwood Floors Yourself?

Thinking about refinishing hardwood floors? Learn about the restoration process and get hardwood floor refinishing tips to help you DIY or decide to go pro.

Broker Dealers Increase Enterprise Value

Insurance Technologies delivers Broker dealer sales tools and broker dealer software as well as financial advisor sales software.

Independent Advisors Choose Independent Broker-Dealer Money Concepts

Independent Broker-Dealer Money Concepts offers full ownership to a financial planning and wealth management business for independent financial advisors

Building Hope for the Future: Financial Management

One step closer to a fiduciary duty for broker-dealers?

More than two years after an SEC Staff study recommended adoption of a uniform fiduciary standard for broker-dealers and investment advisers, the SEC…

HSA Investment Advice: Should You Spend Or Invest Your HSA Funds?

Here's some HSA investment advice: Don't assume you should tap your HSA funds to pay medical bills. Investigate your plan's HSA investment options and consider growing your balance instead of spending it.

Is the Middle Class Listening to the Wrong Investment Advice?

Investment Advice for the Middle Class
If you are like most middle class investors, it may seem as if there are a million things that separate you from millionaires. In reality, the way the middle class and the wealthy handle investments can be quite similar; investment advice can be founded on the same principles – and the same misperceptio...

Should Your Advisory Services Expand to Include Investment Advice?

What are the pros and cons of expanding your services to include offering investment advice?

Nonprofit Financial Management: Who is Responsible?

There is no one person responsible for financial management and reporting in a nonprofit organization. But different individuals and groups have important and specific roles when it comes to nonprofit financial management.

Public financial management introductory guides

These introductory guides provide an overview of key topics in public financial management (PFM) for low-capacity contexts.

5 Techniques for Strong Financial Management

5 Techniques for Strong Financial Management By: Teresa Beck, Financial Services Strong financial management systems support good business. Financial management does this by ensuring stakeholders can understand how well an organization plans for and uses their financial resources. Let’s take a look at 5 of ASG’s best practices for financial management within an organization. Consistency... Read more »

Do you have an integrated financial management process?

Integrated financial management is not accounting. It’s a system of financial management for a landscaping business that relates the most important financial processes to each other in such a…

How to Get Board Buy-in for a Financial Management System

You may feel like hanging on to your legacy financial management system is saving you money, when in reality, it’s costing you big time. Your outdated systems and manual processes are costing you productivity—and ultimately, time and money.
You may already know the secret to saving time and freei

5 Steps to Passing Your Broker Dealer Exams

Investment bankers have to sit for broker dealer exams before receiving licenses. Here are five tips to help you pass your exams

5 steps for independent advisers considering a broker-dealer transition in a post-DOL environment

Many advisers dissatisfied with their current broker-dealer and anxious about how well they are positioned in a post-DOL landscape are still hesitant to make a move.

What is Financial Management?

Financial management is the process of creating a budget that supports the long-term plans for a business and informs decisions on where and how to invest funds around things like hiring, paying suppliers, research and development and other important initiatives.

Financial Management Tips

Review financial management tips that can help with your credit, loans, tracking expenses, credit reporting errors and financial management.