Remove Communication Remove Construction Remove Tax Planning Remove Valuation
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Weekend Reading For Financial Planners (Nov 26-27) 2022

CFO News Room

As the struggles of stock and bond markets this year wreak havoc on client portfolios (and revenue for firms charging on an assets under management basis), some firm owners might be reluctant to sell when their revenue numbers – an important firm valuation metric – are (perhaps temporarily) lower than they once were.

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Transcript: Ted Seides

Barry Ritholtz

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that. SEIDES: Correct.