CFO News Room

DECEMBER 30, 2022

For instance, a 2022 Vanguard study found that consumers have different preferences for the planning services they want to be completed by a human and those to be done by a digital solution. The firms’ self-categorization was also reflected in the value they receive from using different types of advisor technology.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

OCTOBER 3, 2023

There’s ways around that during reconciliation for budget bills and things like that. You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing. She left there, she became a crisis communications expert. She also knew Washington in and out.

Marketing 108

Marketing Treasury Banking Profit and Loss 108