The CFO College

APRIL 8, 2021

For many bookkeepers and accountants, working remotely is a reality that has breathed energy back into the passion they feel for their work and their life. Another key aspect of becoming a Valuable Expert is enhancing your education. You’ll also want to grow your niche knowledge, if you practice within one.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

DECEMBER 30, 2022

Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise. How advisors are increasingly purchasing individual bonds rather than bond funds in client accounts. will affect surviving spouses who inherit retirement accounts from a deceased spouse.

Planning 130

Planning Auditing Investments Securities 130

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product.

Investments 111

Investments Profit and Loss Education Advertising 111

CFO News Room

NOVEMBER 22, 2022

At the time, due to internal protocols as well, we were required to meet with everyone if they had an advisor account, whether someone had $50,000 or $5 million. These are young doctors that…” One of the tactics that worked against us was, “Oh, Matt, he’s so busy, he only works with big accounts now.

Planning 130

Planning Communication Profit and Loss Education 130