Benchmarking, Budgeting, Construction and Tax Planning

101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

NOVEMBER 28, 2022

As while an advisor may be well-qualified to construct an appropriate asset allocation for a client, differentiating themselves from all other advisors (including relatively lower-cost robo-advisors) who use a lot of the same investment management strategies has become more difficult. Tax Planning. Cash Flow Management.

Tax Planning

Tax Planning Planning Investments Profit and Loss

Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Benchmarking

Benchmarking Investments Marketing Treasury

Corporate Finance Brief

101 Ways Financial Advisors Can Add Value For Their Clients

Transcript: Ted Seides

Webinars

Stay Connected