CFO News Room

DECEMBER 23, 2022

And stay tuned to Kitces.com for an upcoming full-length blog post (on Wednesday, December 28), and a Kitces webinar with our very own Jeffrey Levine (on Tuesday, January 3) that will go even more in-depth on SECURE 2.0 Altogether, SECURE 2.0 and its implications for financial advisors! is just trying to survive) or a ‘sailboat’ (i.e.,

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

Bramasol

NOVEMBER 13, 2023

In previous blog posts, we have addressed the challenges and opportunities regarding digital transformation and the Digital Solutions Economy (DSE) across a range of industries including, software & SaaS , semiconductors , media & entertainment , medical devices , transportation , electronics manufacturing , energy , and utilities.

SAP 79

SAP General Ledger IFRS Compliance 79

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. We recognize (and appreciate!) Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 30, 2022

But given the variety of offerings, particularly in popular categories such as financial planning software and CRM, it can be challenging to figure out the ‘best’ option to choose. Whether an advisor is starting a new firm or is upgrading their current tech stack, there are a wide range of AdvisorTech solutions from which to choose.

Planning 130

Planning Auditing Investments Securities 130

Planful

SEPTEMBER 25, 2020

In 2020 Planful received an Industry Excellence Award from Dresner, and we’ve been a “leader” in both customer experience and vendor credibility categories in Wisdom of Crowds for five consecutive years , and Year over year, we’ve seen our scores consistently improve. Read Planful’s blog post on the CPM Value Matrix. .

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Budgeting Leadership 40

CFO News Room

DECEMBER 6, 2022

It’s platforms like LearnVest, to me, that I at least think about in that category and others that have come up in recent years. ” And so we use that as a decision-making framework for our careers, for our finances, for the way we spend our time and energy, and they’ve been really clarifying. Natalie: Yep.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

MAY 2, 2023

Let’s talk a little bit about how a blog becomes a business. 2008, you launched a blog after you leave UBS in the midst of the financial crisis. I mean, even across the broader luxury categories of fashion shoes, I mean, luxury was late to the game. CLYMER: A blog. I could have gone for another two hours.

Retail 63

Retail Advertising Numbers Economics 63