CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , 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.

Communication 130

Communication Planning Education Numbers 130

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO Leadership

APRIL 10, 2023

For companies asking employees to travel, a duty of care applies to practices, policies, business decisions, and even the healthcare that employers extend to employees in their working environment and outside the office. Achieving that goal means investing time and money, mostly around planning and implementing best practices.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

Barry Ritholtz

SEPTEMBER 19, 2023

And I forwarded it to him and I, I was very happy at Maryland, wasn’t planning on leaving. There are certain types of employer sponsored plans where some portion of the employees are potentially all are part of non-contributory plans. So you may see portfolios change as a result of, of benchmarking. We need writers.

Investments 57

Investments Math Risk Management Benchmarking 57

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 52

Benchmarking Investments Marketing Treasury 52

Fpanda Club

MARCH 1, 2021

Being an emerging discipline within finance function, financial planning and analysis encompasses its own processes, tools, techniques and skills which should be optimized to meet constantly growing needs, requirements and responsibilities. APQC’s Open Standards Benchmarking® Performance Assessment in Planning and Management Accounting 3.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Value-Added Analysis Budgeting 130

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: And so, you start to learn things like, well, so how do you say call option, how do you say puts — so as I was like chatting with different people or communicating with different people on — on Bloomberg, let’s say, I would then, you know, put — what are they saying? And so, within the U.S.,

Investments 116

Investments Marketing Profit and Loss Banking 116