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. We wrap up with three final articles, all about self-improvement: Why working to change their mindsets might be the activity that provides the greatest return-on-investment for advisors.

Planning 130

Planning Auditing Investments Securities 130

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. People may not even really understood that they own the company, you know, by investing in the funds in the company. They’ll do tax planning, right?

Investments 109

Investments Profit and Loss Education Advertising 109

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. The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 19, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning 130

Planning Leadership Healthcare Accounting 130