VCFO

NOVEMBER 1, 2023

Finishing Strong Evaluate Year-to-Date Financial Performance and Push Hard to the Finish How is performance year-to-date? It seems obvious, but actively reviewing actual vs. planned results and understanding the variables at play is imperative to identifying areas of improvement. Are targets being consistently met?

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO News Room

NOVEMBER 30, 2022

Which means that advisors are often left to figure out on their own how to guide their clients on tax-related matters without crossing the line into ‘Tax Advice’, which can potentially create certain liability issues for the advisor and their firm. Executive Summary. Taxes are a central component of financial planning.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

NOVEMBER 7, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: Merrill Lynch launches a new ‘Merrill Match’ system that downplays an advisor’s geography and focuses more on advisor ‘fit’ with respect to expertise, meeting preferences, and communication style.

Compliance 130

Compliance Communication Planning Concentration 130