Michigan CFO

JULY 8, 2022

But when it comes to running your business, there are certain tasks and responsibilities you will want to give to a qualified advisor. CFO services are vital to any business’s growth. Many of these services a business owner tries to handle themselves or tries to lean on whatever financial officers are closest to hand.

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CFO News Room

DECEMBER 30, 2022

Why advisors might consider looking past some of the big names in advisor technology to find tools that can provide a better experience for themselves and their clients. In addition to offering guidance regarding the best portfolio actions to take during a market downturn (sometimes none!), Rob Burgess | WealthManagement).

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Auditing Planning Investments Securities 130

CFO News Room

NOVEMBER 7, 2022

Ezra Group launches a new “WealthTech Integration Score” for major AdvisorTech vendors to help advisors better assess which software has the most meaningful deep integrations. As is, most RIA custodians that have gained business in recent years either did it by having something else to offer (e.g.,

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Compliance Communication Planning Concentration 130

CFO News Room

DECEMBER 5, 2022

IncomeLab’s LifeHub wins the ‘Best-In-Show’ award from the XYPN AdvisorTech Expo with an interface that consolidates the client’s entire financial life down to a single screen (that clients can then engage with to drill deeper). In the world of financial advisors, it’s common to value an advisory firm as a multiple of its revenue.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

DECEMBER 6, 2022

Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time. You can be really good at serving clients but maybe not the best at getting them.

Planning 130

Planning Budgeting Investments Communication 130

CFO Talks

FEBRUARY 20, 2024

Farhaan discusses the critical aspects of his role, emphasising the shift from traditional accounting to strategic and operational involvement across business sectors. We post blog articles on trending issues within the CFO profession. And I admired their business skills and how they presented themselves out there in the world.

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CFO Leadership Accounting Finance 52

Jedox Finance

JULY 23, 2020

This week we are pleased to welcome our Diamond Partner, smartPM.solutions , as a guest to the Jedox blog. Numerous project applications, approvals, budget and resource allocations, and the monitoring of the success of projects and portfolios regularly push program managers to their limits. Missing a single source of truth.

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Prioritization Budgeting Communication Planning 52

CFO News Room

NOVEMBER 30, 2022

Ben Henry-Moreland is a Senior Financial Planning Nerd at Kitces.com , where he researches and writes for the Nerd’s Eye View blog, using his experience as a financial planner and a solo advisory firm owner to help fulfill the site’s mission of making financial advicers better and more successful. Authors: Ben Henry-Moreland. Team Kitces.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

NOVEMBER 1, 2022

So, I think to kick this off, if I could ask you just to share a little bit overall about the advisory firm as it exists today, just what you do, and who you serve, and the clients that are being served, just so we understand the overall context of the business. And a lot of times, that just generates more business too. Mindy: Yeah.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

SEPTEMBER 5, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. MILLER: Well, when we moved and we went through, we basically got the idea as a family to start a real estate appraisal business. MILLER: Yeah, yeah. MILLER: Architecture school.

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CFO News Room

NOVEMBER 19, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover.

Planning 130

Planning Leadership Healthcare Accounting 130