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Top 5 Compliance Challenges in the Financial Sector

The financial crisis of 2008 resulted in huge regulatory changes for the financial services industry. Banks, insurance companies, brokerage firms, and other businesses engaged in financial activities face an ever-changing regulatory landscape full of requirements that are arguably more complex than most. Regulatory compliance is not only complicated but costly …

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What is Risk Management

risk management

Risk management as a formalised discipline has been around for at least 100 years. It has its early origins in the specialist activity of insurance, which can trace its history back for several centuries. As insurance became more formalised and structured, the need for risk control standards increased, especially about …

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Typology of Individual Annuities

Annuities can be categorized along many dimensions, including the number and timing of premiums, the number of lives covered, the nature of the payouts, and the date at which gains begin. There are several methods of paying premiums: single premium, fixed annual premium, and flexible premium annuities are all available. …

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Turn on and use progress invoicing in QuickBooks Online

There are 3 ways to create a progress invoice: from an estimate, from the Transaction list, and as a direct invoice. Note: Progress invoicing is a standalone feature in all versions of QuickBooks Online. QuickBooks Online Plus users can also use it when using the Projects feature. Turn on progress invoicing Progress …

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