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

Barry Ritholtz

FEBRUARY 21, 2023

A second guess would have been a healthcare company. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? RITHOLTZ: Which it was. BUCKLEY: Yeah.

Leadership 108

Leadership Investments Profit and Loss Technology 108

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Meaning custodians, of course, like in terms of — of counterparty, but also thinking of like your wealth planning and the structure of your assets, the trusts that are available to you, how you want to think about trust and estate planning. And so, within the U.S., RITHOLTZ: Right. BITTERLY MICHELL: Yeah.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. He knows how to manage risk, and he knows how to trade for a profit for a p and l. And occasionally people are gonna argue about, Hey, who has this loss? Or who has this profit? We started on that plan in December of 16.

Marketing 108

Marketing Treasury Banking Profit and Loss 108