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CFO News Room
DECEMBER 12, 2022
Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.
CFO News Room
NOVEMBER 15, 2022
What’s unique about Stacey, though, is how, to gain more flexibility and independence for her firm, she and her partner decided to drop their FINRA licenses and launch their own RIA… while continuing their relationship with Commonwealth as their now-former broker-dealer platform. My guest on today’s podcast is Stacey Hyde.
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CFO News Room
DECEMBER 17, 2022
From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase. Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces.
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!). navigate a volatile market environment (in both stocks and bonds – oof!) Read More +.
CFO News Room
DECEMBER 3, 2022
Why wrap fee programs appear to be in the crosshairs as the SEC begins to enforce Reg BI. From there, we have several articles on practice management: The three essential skills firm owners need to build the right team, including why it is important to always be on the lookout for potential employees. Enjoy the ‘light’ reading!
CFO News Room
DECEMBER 30, 2022
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. Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise. Enjoy the ‘light’ reading!
CFO News Room
NOVEMBER 29, 2022
What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.
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