CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , 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.

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Communication Planning Education Numbers 130

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”.

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Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. How did you end up at Vanguard?

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Investments Profit and Loss Education Advertising 111

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that.

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Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

OCTOBER 3, 2023

It, it, it’s really a fairly comprehensive package and very different than previous tax cuts that were just, Hey, we’re just gonna play around with the different rates. We started on that plan in December of 16. And by the middle of December we’re already starting to talk about taxes.

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Marketing Treasury Banking Profit and Loss 108