CFO Share

JULY 13, 2023

At our fractional CFO firm , we believe there are three primary financial issues that small businesses face: Planning growth through uncertainty. Turning numbers into insights. Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. Turn numbers into insights.

CFO 40

CFO Forecasting Tax Planning Advertising 40

PYMNTS

OCTOBER 5, 2020

Gatekeepers shall not use data received from business users for advertising services for any other purpose other than advertising services,” according to the draft, as per FT. The Commission also respectfully considers that in its judgment the General Court has made a number of errors of law.”. Last week, a U.S.

Banking 91

Banking Compliance Advertising Tax Planning 91

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Adam is an Associate Financial Planning Nerd at Kitces.com. Financial Planning.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 20, 2022

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.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. We didn’t do advertising. I was employee number one in London. RAMPULLA: Yeah.

Investments 109

Investments Profit and Loss Education Advertising 109

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. My guest on today’s podcast is Dan Callahan.

Planning 130

Planning Math Numbers Investments 130