CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning. In fact, while no single change in SECURE 2.0 In fact, while no single change in SECURE 2.0

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. The end of the year is often a busy time for financial advisors, as they help clients with year-end tax planning, taking the proper RMDs, and other time-sensitive tasks.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 17, 2022

Among respondents without an advisor, 27% said they would be interested in receiving help on retirement income planning (27%), Social Security and Medicare advice (22%), developing a financial plan (22%), and tax guidance (21%), though notably tax guidance was the top area cited among those with at least $500,000 in assets.

Education 130

Education Planning Benchmarking Investments 130

Future CFO

SEPTEMBER 14, 2020

Paper-based processes became obsolete and secure access to standalone applications posed technical challenges. Process delays and slow communications, coupled with restrictive lockdowns, led to slower payments, increased financial risks and stretched service centers. Taufan Gunarso. “It Empowering the new FP&A professional.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

OCTOBER 19, 2022

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. They have a risk management technology. The technology wasn’t there.

Investments 111

Investments Profit and Loss Education Advertising 111