Benchmarking, Communication, Tax Planning and Valuation

Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

DECEMBER 17, 2022

First, it is important for firm owners to create a regularly scheduled process to reassess fees and communicate them to their clients. But by reassessing fees and communicating the advisor’s value and any fee changes to clients on a regular basis, firm owners can feel more confident that a fee increase will be successful!

Education

Education Planning Benchmarking Investments

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

Weekend Reading For Financial Planners (Dec 17-18) 2022

Transcript: Ted Seides

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