CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

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CFO News Room

DECEMBER 6, 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.

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Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. Some don’t.

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Investments Math Risk Management Benchmarking 56

CFO News Room

NOVEMBER 3, 2022

In our 98th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a scarcity perspective can result in a firm’s loss of focus by trying to accommodate any and all clients regardless of their needs. He’s got financial planning clients. Read More +. Read More +. ?

Numbers 130

Numbers Planning Communication Investments 130

Barry Ritholtz

JANUARY 24, 2023

There was XO Communication and McLeod. RITHOLTZ: So this is in pouring money into startups like venture does. RITHOLTZ: So it’s different math then I need 100x winner versus 99? It’s the big Canadian asset plans. KLINSKY: — as well as they had expected. And so these things went from $15 billion to zero.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

PYMNTS

JANUARY 19, 2017

It looks as though Montreal, Canada’s robust AI community has left a good impression on tech giant Microsoft. So good in fact, Fortune reported, that the company announced plans to double the size of its local AI research group, increasing the number of team members from 40 to 80. Montreal’s AI Future . The New Puerto Rico.

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Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. We’re more startup than established entity, so not everybody has that ability. RITHOLTZ: The communication was bad also. What led you into this area?

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