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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

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A point to ponder in paying employees at early stage of your start-up

CFO Plans

By Umesha Lakshani, Client Group Controller at CFO Plans Inc. A startup is a chaotic place. Recently, I had the pleasure of cleaning up a newly signed start-up at CFO Plans. Well, a little bit of 5th grade math. It has to be! The team is learning, trying, sweating, pushing, wearing multiple hats and trying to stay afloat.

Math 40
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Filtering Down To The Most Impact-Weighted Work To Add Value

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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Bitcoin Tracker: Bitcoin Black Friday

PYMNTS

In this week’s Bitcoin Tracker, bitcoin soars, then settles down and plans for its yearly sale abound. Switzerland gives bitcoin a hand by way of rail ticket machine sales, an Australian startup banks on the aptly named Dash and Zcash fervor fades. The election came and went and, with it, brought some stock market shock.

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How A Touch Of Modern Tech Brought Touch Of Modern Global

PYMNTS

And the team got another crash course in tax compliance after the first year, when a lack of planning left them scrambling at tax season to hunt down information and vendors — some of whom had since gone out of business. It was a nice crash course early on,” Wu said. Sign up to join Wu and Webster on Thursday, Dec. 7 at 12:00 p.m.

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Fee Schedule Complexity & The Fear Of Missing Opportunities

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Numbers 130
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 The Amazon/Walmart Whole Paycheck Tracker: Rethinking And Realigning

PYMNTS

by 22 percent based on CEO Jeff Bezos’ recent disclosure that independent retailers accounted for more than 58 percent of Amazon’s gross margin on retail sales. eMarketer says based on that figure it projects that Amazon accounts now for 37.7 eMarketer says based on that figure it projects that Amazon accounts now for 37.7