CFO News Room

MAY 18, 2022

So, if you are a college graduate with a bachelor’s degree in finance or accounting, or an entry-level accountant seeking a higher salary and more work responsibilities, you may want to consider obtaining a certified public account designation. Accounting vs. CPA Careers.

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Auditing Education Accounting Math 130

CFO News Room

OCTOBER 15, 2022

Also in industry news this week: The IRS released a notice this week indicating that RMDs will not be required for inheritors of retirement accounts subject to the SECURE Act’s 10-year rule. Why accounting firms have become hot acquisition targets for RIAs. Executive Summary.

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CFO News Room

OCTOBER 3, 2022

Wealthfront’s acquisition deal with UBS falls through as incumbents still show they’d rather build than buy (at least at robo-advisor valuations). valuation instead , while Wealthfront would remain on its independent course. Executive Summary.

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CFO News Room

SEPTEMBER 28, 2022

Joe is a Partner and Co-Head of Goldman Sachs Personal Financial Management Group, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households. And so… Joe: How many firms today?

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Profit and Loss CFO Planning Math 130

CFO News Room

MAY 31, 2022

Michael: I really appreciate you coming on the podcast and joining us today, and the opportunity to talk about some of the, I guess, the dynamics and challenge that come up when your advisory firm grows. Just paint a picture overall of the firm. How big is the firm?

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