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. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected].

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Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. ” It’s constant communication through the year. Author: Michael Kitces. Team Kitces. Here you go. You’re good for next year.”

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

OCTOBER 19, 2022

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? So the harvest losses to offset future gains. We’ll do estate planning and other complex financial planning. One, be very tax efficient.

Investments 109

Investments Profit and Loss Education Advertising 109