CFO News Room

DECEMBER 17, 2022

tax planning or deeper retirement planning ) can be a way to increase client satisfaction and encourage them to be vocal advocates for the firm. In 2021, elevated equity valuations and relatively low bond yields led the researchers to suggest 3.3% But many firms will find that their client referral rates are flat.

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Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we look at estate planning.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. What’s the valuation? RITHOLTZ: But some of these guys are sitting with a lot more than a billion dollars, and why not?

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Benchmarking Investments Marketing Treasury 52