CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

Tax Planning. In addition to managing investments, tax planning is another area where advisors can demonstrate their value in dollar terms. This often starts with reviewing the client’s tax return to ensure they received the credits and deductions for which they were eligible.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division.

Marketing 108

Marketing Treasury Banking Profit and Loss 108