CFO Network

FEBRUARY 14, 2024

How a Fractional CFO Can Transform Your Financial Strategy! One way to achieve this is by bringing a Fractional CFO (Chief Financial Officer) to your team. Understanding the Role of a Fractional CFO Before diving into the transformational impact of a Fractional CFO, let’s first understand their role.

CFO 52

CFO Tax Planning Strategic Planning Financial Analysis 52

CFO News Room

DECEMBER 23, 2022

But among the other changes in the economic environment this year (from inflation to weak market performance), rising interest rates (and their impact on firms’ willingness and ability to borrow funds for their acquisitions) have the potential to cool the market for RIA M&A. charitable giving ), and fulfilling RMD requirements.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 26, 2022

Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – Despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.

Planning 130

Planning Benchmarking Profit and Loss Communication 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. While all financial planning firms use technology in one way or another, the breadth and depth of their tech stacks can vary significantly.

Auditing 130

Auditing Planning Investments Securities 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 22, 2022

I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. But I’m struck as you were framing this that this basically had nothing to do with the economics of it. And the economics, they ultimately worked out long term.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 15, 2022

I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? So I figured, I had to hold on to the CFO role, because I also am a CPA. Leveraging Corporate Employee Benefit Workshops To Increase Client Growth [51:13].

Planning 130

Planning Accounting Compliance Math 130