CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. All of the tax planning, and all of the behind-the-scenes work.

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Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

I’ve told her, “Hey, I need you to make visuals of these workflows and really walk through it with advisors and CSAs and associate advisors so that we’re not missing anything from compliance, we’re giving the client experience that we want to be giving.” And then we look at estate planning.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

AUGUST 15, 2023

And at the time, I was managing Protege Partners as a hedge fund of funds. Let me say what your compliance wouldn’t allow you to say. It’s part of their own tax planning. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52