CFO News Room

FEBRUARY 2, 2022

For me, personal finance is primarily a means to an end. And that end is being able to control 100% of my time and not have to work for eight to 10 hours a day, five days a week. This is what I have to look forward to for the next 50 years? It’s the simple advice most people don’t want to hear. Steve Adcock understands this.

Finance 130

Finance Accounting Investments Securities 130

CFO News Room

DECEMBER 22, 2022

American politics are likely to be as wild in 2023 and 2024 as we have ever seen, and given the last seven or eight years, that’s really saying something. American politics are likely to be as wild in 2023 and 2024 as we have ever seen, and given the last seven or eight years, that’s really saying something. Bird Song of the Day.

Economics 130

Economics Manufacturing Nonprofit Numbers 130

CFO News Room

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. legislation than there were in the original SECURE Act! A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

JANUARY 12, 2023

In every asset class, there is a range of investment choices, with some being safer (or even guaranteed) and others being riskier. In every asset class, there is a range of investment choices, with some being safer (or even guaranteed) and others being riskier. Risk Capital: What is it? Risk Capital’s Ebbs and Flows.

Investments 130

Investments Profit and Loss Treasury Marketing 130

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 a higher interest rate environment could represent a ‘sea change’ for investors in the years ahead. Adam is an Associate Financial Planning Nerd at Kitces.com.

Auditing 130

Auditing Planning Investments Securities 130

CFO News Room

DECEMBER 13, 2022

What’s unique about Terry, though, is how, after nearly ‘failing’ out of the business because he was struggling to get new enough clients in his first 2 years, he changed his approach to asking for referrals by asking prospects upfront to commit to making a referral only after he showed them real financial planning value… and within 18 months (..)

Planning 130

Planning Profit and Loss Leadership Numbers 130

Musings on Markets

JULY 1, 2022

In every asset class, there is a range of investment choices, with some being safer (or even guaranteed) and others being riskier. In every asset class, there is a range of investment choices, with some being safer (or even guaranteed) and others being riskier. Risk Capital: What is it?

Marketing 88

Marketing Investments Profit and Loss Treasury 88