CFO News Room

JANUARY 6, 2023

How planning specializations can help firms and their advisors stand out from the pack. From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

Auditing 130

Auditing Practice Management Planning Investments 130

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Prioritization 92

Prioritization Auditing Practice Management Communication 92

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

Auditing 80

Auditing Practice Management Leadership Securities 80

PYMNTS

DECEMBER 7, 2020

Revolut Business customers using paid plans will receive monthly allowances for free U.K. Pioneer Bank has joined the number of firms filing lawsuits over the continuing and complex MyPayrollHR/ValueWise scandal, which a report from the Daily Gazette calls one of the largest in Capital Region history. The product will feature a 1.3

B2B 63

B2B Finance Practice Management Invoicing 63

CFO News Room

NOVEMBER 19, 2022

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. The time management principles that are used by the most successful leaders. Adam is an Associate Financial Planning Nerd at Kitces.com. Team Kitces.

Planning 130

Planning Leadership Healthcare Accounting 130

Nerd's Eye View

JANUARY 6, 2023

How planning specializations can help firms and their advisors stand out from the pack. From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

Auditing 89

Auditing Practice Management Planning Investments 89