The Reformed Broker

OCTOBER 28, 2023

ALERT: Michael, Barry, Ben and about twenty of our most highly skilled advisor / client service superstars are coming to North Carolina from November 6th through 8th to meet with clients and celebrate our new branch office in downtown Charlotte. I’ll be there too, of course.

Planning 67

Planning 67

Barry Ritholtz

SEPTEMBER 16, 2022

Coming out of the pandemic lockdown and looking to build on the “ Wealth|Stack ” concept they pioneered in 2019, the partnership between RWM and Advisor Circle threw the gauntlet down to anyone thinking about hosting a conference: Stop boring us. Stop throwing us into giant windowless locations. Challenge us.

Forecasting 134

Forecasting Finance Planning Technology 134

Barry Ritholtz

FEBRUARY 17, 2023

During the week of March 6th, we are seeing prospective clients and advisors in the Chicago area! Come chat with Josh Brown, Mike Batnick, Ben Carlson, Bill Sweet, Kris Venne, Tadas Viskanta, and three of our Chicago area advisors. Spots are limited, so if you want in, please contact us ASAP. Chicago, here we come!

Planning 60

Planning 60

Barry Ritholtz

JANUARY 19, 2023

Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. We took people’s ideas to heart, and I am even more excited about this year’s event. Come join us on September 10th through 13th in Huntington Beach, California.

Investments 121

Investments Planning 121

Nerd's Eye View

AUGUST 1, 2022

Welcome to the August 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Technology 87

Technology Planning Sales Numbers 87

Nerd's Eye View

JULY 25, 2022

Which we’ve witnessed first-hand here at Kitces.com, as the advisor community has engaged in record numbers with some of our recent articles on how best to advise clients through it all, and capitalize on the opportunities along the way. This year’s Summit will be held on Thursday, December 8 th – Save the date!

Education 75

Education Planning Numbers Marketing 75

Nerd's Eye View

AUGUST 30, 2022

Welcome back to the 296th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ed Coambs. Ed is the founder of Healthy Love & Money, a financial therapy practice in Charlotte, North Carolina that helps couples and families uncover and understand the roots of their underlying financial conflicts.

Education 74

Education Planning Finance Marketing 74

Barry Ritholtz

OCTOBER 11, 2023

You can join me, Josh Brown, Michael Batnick and Blair duQuesnay and several of our financial advisors, including Managing Partner Kris Venne, and Ritholtz Wealth’s President, Jay Tini. This is the perfect opportunity to learn more about how we manage assets and develop financial plans for our clients, or just swing by and say “hello.”

Planning 56

Planning 56

VCFO

FEBRUARY 13, 2024

To learn more about previous winners or for nomination details, click here. If you are interested in nominating a worthy candidate, please reach out to us and a vcfo representative will respond as soon as possible. This award is a recognition of success among the best entrepreneurs building long-term value.

Planning 88

Planning Marketing Leadership 88

The Charity CFO

JUNE 19, 2023

But one of the most underrated things you can do to make life easier and improve your future prospects is to work with a nonprofit financial advisor. Read on as we explore more about this crucial role and how it can help your nonprofit. The first focuses more on investments.

Nonprofit 52

Nonprofit Communication CFO Auditing 52

Barry Ritholtz

JUNE 5, 2023

RWM is coming to Austin, TX June 12th-14th @Downtown with more details Email us at info@ritholtzwealth.com subject line “Austin” to reserve a meeting slot! We only have a few slots left to meet with prospective clients — if you would like to learn more about being a client of Ritholtz Wealth Management, this is your chance.

56

56

CFO Leadership

APRIL 5, 2023

As a veteran-owned human capital firm, Chamberlain Advisors understands the unique value proposition veterans bring to private-sector firms. As we emerge from the COVID-19 pandemic era, new college graduates entering the workforce have very different ideas and expectations about what work looks like compared to those before them.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

Nerd's Eye View

FEBRUARY 21, 2023

Welcome back to the 321st episode of the Financial Advisor Success Podcast ! Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 My guest on today's podcast is Danqin Fang. billion in assets under management for nearly 400 client households.

Math 52

Math Education Communication Planning 52

Strategic Treasurer

JANUARY 5, 2023

Coffee Break Session: US Economy FAQs. US economy, happy New Year. Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to discuss the US economy. Listen in and hear more about the US economy. Session 77. Host: Jason Campbell, Strategic Treasurer.

Treasury 52

Treasury Risk Management Finance Technology 52

Barry Ritholtz

MAY 26, 2023

Businessweek ) • What US Cities Pay the Most (and Least) for Everyday Jobs : From accountants to nurses to data scientists, the same job can deliver about 50% more pay if you’re willing and able to relocate. Like all good fan theories, this explains away a confusing meta-element that can drag us out of the immersion of a sci-fi world.

Manufacturing 102

Manufacturing Startups Investments Finance 102

CFO News Room

NOVEMBER 21, 2022

At Disruption Advisors, the tech-enabled talent development company we co-founded, we’ve adopted a simple approach to identifying, then playing to strengths across teams. You bring pragmatism to our conversations, which moves us from theory to action. You view all situations with empathy, helping us make more caring decisions.

Leadership 100

Leadership Communication Planning 100

Focus CFO

JANUARY 18, 2022

This month’s episode explores how and why a business owner should be thinking about growing the their business with an eye toward creating ‘transferrable value’, as they plan and prepare for their eventual exit. For more information, follow us on LinkedIn. Read More About Michael. About FocusCFO. Listen Now. 855-236-0600.

CFO 97

CFO Planning 97

CFO Share

APRIL 5, 2022

Think your business is too small to worry about sales taxes? With audits ramping up and penalties exceeding $100,000, understanding sales and use tax is essential. Every state has different laws about what constitutes nexus, so a nexus study is best performed by a professional familiar with the most up-to-date regulations.

Sales 98

Sales Auditing Compliance Tax Planning 98

Barry Ritholtz

DECEMBER 1, 2023

Rally Blindsides Skeptics on Wall Street : The US stock market just posted its best month in almost a year and a half, and one of its best Novembers in decades, defying skeptics and fueling hopes for more gains to come. Our end-of-week morning train WFH reads: • S&P 500’s Historic 8.9%

Securities 92

Securities Sales Retail Planning 92

CSC Advisors

JANUARY 1, 2023

Did you know that about 10,000 people die every year from hurricanes and even more are left with nothing after it happens? In this guide, we'll provide you with everything you need to know about economic injury disaster loans after a hurricane. Luckily, there are loan options available to help you recover from the damages.

Economics 52

Economics Accounts Payable Planning Finance 52

Barry Ritholtz

MAY 11, 2023

I am super jazzed about FP23! This is the next generation of the wealth management industry, and they showed up in droves because they want to be cutting-edge and stay ahead of the curve. This year, we are upping the ante — we took all of 2022 attendee feedback & smart suggestions and made this year’s event even better.

Investments 60

Investments Entertainment Finance Marketing 60

CFO News Room

DECEMBER 29, 2022

Hire a Robo-Advisor . Read my M1 Finance review to learn more about how this investing app works. Hire a Robo-Advisor . You no longer have to hire a financial advisor to help you to invest your money. You can invest with the help of a robo-advisor. One of my favorite robo-advisors is Betterment.

Investments 130

Investments Profit and Loss Accounting Finance 130

Barry Ritholtz

MAY 28, 2023

Vox ) • Why is the US banning children’s books? Now the banning and challenging of books in the US has escalated to an unprecedented level. Bryant was named 2016 American Banker ‘Innovator of the Year,’ He has been an advisor to the last three sitting U.S. BBC ) • Andrew Tate Thought He Was Above the Law.

Entertainment 113

Entertainment Accounting Securities Numbers 113

CFO Talks

MAY 23, 2023

Sage advice on moving from the basement to the boardroom “I think it’s very difficult for us to lose that old boring number crunching, sitting in the basement, just looking backwards stigma that’s linked to finance people,” admits Jordaan. It feels like we’re contributing more.”

Finance 52

Finance CFO Securities Technology 52

CFO Simplified

MARCH 7, 2024

The CTA and the disclosure obligations it imposes upon reporting companies is designed to help safeguard national security and provide US law enforcement agencies with an additional tool to fight financial crimes, such as money laundering, trafficking, tax fraud, and other illicit activities.

Tax Planning 59

Tax Planning Compliance Restructuring Treasury 59

Future CFO

NOVEMBER 28, 2022

VUCA or Volatility, Uncertainty, Complex and Ambiguous was the US Army War College’s response to the collapse of the USSR. Erik Saito: The way I look at a CFO is two-prong: one is a strategist and advisor to the company and a steward of value for the company. Today VUCA is being applied to many of the conditions we are facing today.

CFO 98

CFO Leadership Compliance Finance 98

Barry Ritholtz

MARCH 6, 2023

Barron’s ) • Why It’s So Hard for China to Shake the ‘Uninvestable’ Tag : In 2021, Goldman Sachs said the word was starting to feature in a number of client conversations about the country’s stocks. Capital Advisors. Maybe they should try turning the whole thing on and off.

Transportation 107

Transportation Valuation Investments Marketing 107

Barry Ritholtz

OCTOBER 27, 2023

Our investment committee made changes in our fixed-income portfolios to take advantage of higher rates; our advisors have been having conversations with clients about much more attractive options they now have in fixed-income today versus last decade (yes, we like to think in decades when it comes to fixed investing).

Investments 56

Investments Treasury Cash Management Accounting 56

Nerd's Eye View

SEPTEMBER 28, 2022

Welcome back to the 300th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Joe Duran.

Planning 52

Planning Leverage Investments Economics 52

Barry Ritholtz

MARCH 12, 2023

New York Times ) • Inside the Suspicion Machine : Obscure government algorithms are making life-changing decisions about millions of people around the world. The fear that viewers might see telling the truth about Donald Trump’s loss as betrayal was widespread inside the network. Grid ) • Why Tucker Carlson still promotes Jan.

Investments 96

Investments 96

The Charity CFO

APRIL 9, 2024

Today we have a financial professional & co-founder of Fairlight Advisors, Maya Tussing. Organizational Roles When the conversation of finance comes about, many people pass over the topic because of its complexities. Good morning from a Modern Nonprofit Podcast! To make it simple, let’s begin with the ‘who?’ Is there a reserve?

Nonprofit 52

Nonprofit Finance CFO Accounting 52

CFO Simplified

MARCH 7, 2024

The CTA and the disclosure obligations it imposes upon reporting companies is designed to help safeguard national security and provide US law enforcement agencies with an additional tool to fight financial crimes, such as money laundering, trafficking, tax fraud, and other illicit activities.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

Adam Kae

NOVEMBER 1, 2023

It's not uncommon for me to hear questions like, "You talk about not judging your clients. Forget about the stress of wading through your books, not knowing how to price your services, or worrying about your cash flow. Please contact us at info@adamkae.com to help you find the best solutions for your business.

Finance 52

Finance CFO Accounting Financial Reporting 52

Barry Ritholtz

JANUARY 19, 2024

My end-of-week morning train WFH reads: • Americans are actually pretty happy with their finances : By the numbers: 63% of Americans rate their current financial situation as being “good,” including 19% of us who say it’s “very good.” Kevin Drum ) • The US Debt Is Now $34 Trillion. Don’t Worry.

Benchmarking 52

Benchmarking Construction Startups Numbers 52

Adam Kae

JANUARY 8, 2024

It's not just about crunching numbers; it's about looking forward toward your new future of profitable growth. Partnering with CFO Adam The CFO Inquiry Process Now that we've got our financial foundation in place, let's talk about the CFO Inquiry process. Think of it as a friendly chat about your financial goals and dreams.

CFO 52

CFO Investments Numbers Marketing 52

CFO Thought Leader

NOVEMBER 26, 2023

It was during these months and years of career investment, Benevides tells us, that he found his attention focused by a number of critical undertakings, including making the transition from supporting a regional accounting firm to being part of a Big Four accounting house.

CFO 52

CFO Finance Leadership Accounting Firms 52

Barry Ritholtz

JANUARY 24, 2024

Successful investors could be looking at a big tax bill from the US government. He leads the team that delivers OSAM strategies to advisors, consultants, wealth management firms, multi-family offices and private banks. What about your taxable accounts? How can you avoid sticker shock when Uncle Sam comes knocking?

Concentration 93

Concentration Investments Accounting Marketing 93