CFO News Room

DECEMBER 5, 2022

Welcome to the December 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!

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

DECEMBER 17, 2022

Executive Summary. Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How firms can best leverage their internal data to improve the number of client referrals they receive.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 26, 2022

Among potential measures, the new rule could provide that a single recommendation would be considered fiduciary advice, so that if an advisor has a relationship of trust and confidence with the participant, that a rollover recommendation will be fiduciary advice. Executive Summary. Enjoy the ‘light’ reading! Author: Adam Van Deusen.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

NOVEMBER 22, 2022

Executive Summary. Welcome back to the 308th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Matthew Blocki. Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 6, 2022

Executive Summary. Welcome back to the 310th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Natalie Taylor.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 1, 2022

Executive Summary. Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Mindy Crary.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

JANUARY 9, 2024

So, so let’s talk, this is really the only kind of odd question I’m gonna ask, and everything else is all very career oriented, so hopefully this isn’t too embarrassing, but let’s ask this.  The transcript from this week’s, MiB: Matt Levine on Money & Stuff , is below. Barry Ritholtz : 00:01:23 Right.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52