CFO News Room

NOVEMBER 28, 2022

As while an advisor may be well-qualified to construct an appropriate asset allocation for a client, differentiating themselves from all other advisors (including relatively lower-cost robo-advisors) who use a lot of the same investment management strategies has become more difficult. Tax Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e., Altogether, Kinder’s first question is a valuable tool for advisors to work constructively with clients to help them discover their true goals.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 26, 2022

Often, current homeowners (perhaps afraid that their home values will fall amid new housing supply) push back against permitting reform that would allow for new, and denser, construction. Amid this thorny policy debate, advisors can help clients navigate this challenging housing environment. Meb Faber Research).

Mergers and Acquisitions (M&A) 130

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