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Thinking of Transitioning to RIA Independence? Check out the latest article by Compass Chief Executive Officer Matt Hayon published in AdvisorHub magazine: The Economics of RIA Independence
Compass CFO Solutions, LLC Founder and CEO, Damian Lo Basso, recently sat down with Forbes to share tips to help minimize payroll fraud. Forbes: Worried About Payroll Fraud? Nine Ways Small Businesses Can Mitigate The Risk
A Mergers and Acquisitions (M&A) frenzy has hit the Wealth Management industry, with RIA firms being acquired at a record pace. Is your firm positioned to take advantage of this trend? Find out more in Compass CFO Solutions' latest article for AdvisorHub.com:...
Compass' Damian Lo Basso recently sat down with the Wealth Advisor Growth Network for a Deep Dive into CFO services for RIA firms The Deep Dive is a video series hosted by The Wealth Advisor Growth Network. Host Jay Hummel interviews some of the leading voices in the...
The Coronavirus pandemic has impacted everyone. From home lives to work lives, Coronavirus has effectively taken over life as we know it. Well-positioned RIA firms can continue to thrive and emerge stronger than ever from the Coronavirus pandemic. Find out more...
Ever wonder if you are billing your clients too much or too little? Find out more in Compass CFO Solutions' latest article on AdvisorHub.com: How Do I Know If I Am Billing Too Much or Too Little?
Successful RIA firms know to track these top 5 Key Performance Indicators (KPIs) to maximize the growth of their business. So, are you maximizing your potential? Find out more in Compass CFO Solutions' latest article on AdvisorHub.com: The Top 5 Key Performance...
The most successful RIA firms have well-developed advisor career paths. Do you? Compass Chief Operating Officer Matt Hayon shares his thoughts in his latest piece for AdvisorHub.com: How to Think about Compensation with Succession in Mind
Compass CFO Solutions, LLC Founder and CEO, Damian Lo Basso, recently sat down with Forbes to share overlooked financial metrics that will help you better understand your business. Forbes: 12 Often-Overlooked KPIs New Businesses Should Be Tracking
Compass CFO Solutions, LLC is proud to announce that its Client Base recently surpassed $20 Billion in AUM
Compass CFO Solutions is excited to announce their attendance on the Chalice Financial Network Industry Road Show!
How Financially Fit is Your Firm? Use Compass' proprietary scorecard to score your firm's financial fitness in the areas of Accounting and Books and Records
Charles Schwab White Paper: Books and records- Key definitions and considerations for investment advisors
Compass CFO Solutions, LLC Founder & CEO Damian Lo Basso recently co-authored the latest whitepaper for Charles Schwab's Compliance Review series. The whitepaper details which books and records should be kept. Recordkeeping can become a time-consuming task for...