CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority.

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Auditing Planning Investments Securities 130

CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

DECEMBER 13, 2022

Welcome back to the 311th episode of the Financial Advisor Success Podcast ! Executive Summary. My guest on today’s podcast is Terry Parham Jr.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

DECEMBER 20, 2022

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. Executive Summary.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 8, 2022

Welcome back to the 306th episode of the Financial Advisor Success Podcast ! Executive Summary. My guest on today’s podcast is Cean Kenefick-Rogers.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 23, 2022

They can also permit participants to take loans from the plan, creating a source of emergency funds without the need to make a (potentially taxable) distribution. They can also permit participants to take loans from the plan, creating a source of emergency funds without the need to make a (potentially taxable) distribution.

Planning 130

Planning Mergers and Acquisitions (M&A) Investments Accounting 130

CFO News Room

NOVEMBER 7, 2022

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! Executive Summary.

Compliance 130

Compliance Communication Planning Concentration 130

Jedox Finance

NOVEMBER 18, 2021

What does maximum maturity mean in the 5-step Gartner Sales & Operations Model and how do you get there? In our second blog post on this topic, which will follow shortly, we will demonstrate directly how the software can be implemented using various examples. How could this happen? The 5 stages of the maturity model.

Forecasting 52

Forecasting Sales Planning Communication 52

The Charity CFO

APRIL 15, 2022

During the “Great Recession,” nonprofits have lost their accountants and financial directors at record rates. At the same time, hundreds of nonprofits are waking up to realize that the financial structure they’ve always relied on doesn’t work as well any more. Why turnover in the financial department is SO damaging for nonprofits.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

Barry Ritholtz

SEPTEMBER 5, 2023

He is founder and CEO of Miller Samuel, where he has been covering the real estate market for the better part of 40 years. MILLER: Well, when we moved and we went through, we basically got the idea as a family to start a real estate appraisal business. He is just simply the go-to guy when it comes to residential real estate.

Sales 52

Sales Marketing Numbers Construction 52

Barry Ritholtz

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. I found our conversation to be absolutely fascinating. RITHOLTZ: Right.

Valuation 113

Valuation Education Finance Investments 113

Barry Ritholtz

MAY 2, 2023

Ben Clymer took a buyout offer from UBS in 2008 right in the middle of the financial crisis and said, “I know what I’m going to do. How do you hire people? How do you go out and find investors? How do you take this to the next level? Let’s talk a little bit about how a blog becomes a business.

Retail 63

Retail Advertising Numbers Economics 63

CFO News Room

NOVEMBER 12, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as enforcement of the SEC’s new marketing rule began on November 4, advisory firms are taking a variety of approaches. How a regular firm newsletter can keep clients engaged and improve retention.

Planning 130

Planning Compliance Leverage Investments 130

CFO News Room

NOVEMBER 26, 2022

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. From there, we have several articles on spending: How advisors can support clients looking to cope with high rents and elevated home purchase costs. Executive Summary. Enjoy the ‘light’ reading!

Mergers and Acquisitions (M&A) 130

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

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Barry Ritholtz

OCTOBER 31, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, oh, how much fun was this? Tell us what that experience was like. How was he as a professor? I was coming into my own, seeing the tech bubble living through it, having some experience investing until those tech stocks, watched them crashed.

Investments 56

Investments Marketing Numbers Finance 56