Communication Concentration Planning Profit and Loss 
The Finance Weekly
MAY 29, 2024
Financial planning and analysis (FP&A) solutions provide a complete platform for organizational planning, which is important for all businesses. A study revealed that inefficiencies in the traditional FP&A role, like manual preparation of P&Ls, balance sheets, and cash flows, lead to an annual economic loss of $6.1
CFO News Room
DECEMBER 26, 2022
Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
CFO News Room
NOVEMBER 5, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.
CFO News Room
NOVEMBER 22, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
The Finance Weekly
JANUARY 10, 2022
The New Era of FP&A Financial planning is essentially about forecasting and achieving precise results for your company. Traditionally, the FP&A process entails creating a budget, cash flow, profit and loss statement, and balance sheet, then using them to forecast future performance.
Musings on Markets
OCTOBER 6, 2023
With each decade, you can see the effect of regional and sector performance in the previous decade; the 1990 list is dominated by Japanese stocks, reflecting the rise of Japanese equities in the 1980s, and the 2000 list by technology and communication companies, benefiting from the dot-com boom. Since Birkenstock generated revenues of $1.4
Musings on Markets
JULY 17, 2023
The biggest winner, and this should come as no surprise, has been technology, with a return of 43% in 2023, and almost entirely recovering its losses in 2022. Communication services and consumer discretionary have had a strong first half of 2023, but remain more than 20% below their levels at the star of 2022.
Expert insights. Personalized for you.
52 
Let's personalize your content