Many companies supplement GAAP financial reporting with individually tailored accounting information. While these non-GAAP disclosures might provide useful information about an entity, financial ...

Learn how AUM, ARPC, and net profit margin can enhance your financial advisory firm's growth and performance for better client outcomes.

On Aug. 25, seven years after originally proposed, the Securities and Exchange Commission (the SEC) adopted the final pay versus performance rule required by the Dodd-Frank Wall Street Reform and ...

Discover how the CIPM certification from CFA Institute elevates your skills in analyzing and presenting investment ...

In the competitive world of business, understanding and leveraging Key Performance Indicators (KPIs) is essential for ...

Let’s say a client asks you, “What was the best-performing fund last year?” Or perhaps they want to know, “What was the performance of the S&P 500 last year?” Before answering, it would be best to ask ...

We use supplemental measures of our performance, which are derived from our consolidated financial information, but which are not presented in our consolidated financial statements prepared in ...