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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

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Connecting With Ultra-HNW Heirs By Fostering Family Trust

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. Estate planning is commonly a big point of discussion, as well. Author: Michael Kitces. Team Kitces. Is that basically the cycle?

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Transcript: Tom Rampulla

Barry Ritholtz

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. Let’s talk a little bit about portfolio analytics, financial planning tools.

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Transcript: Ted Seides

Barry Ritholtz

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that. SEIDES: So it’s Hartford HealthCare. Both people are kicking money in. Unless they have their own foundation.

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Transcript: Gary Cohn

Barry Ritholtz

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Gary Cohn ] 00:05:28 Be?

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