CFO News Room

NOVEMBER 28, 2022

As while an advisor may be well-qualified to construct an appropriate asset allocation for a client, differentiating themselves from all other advisors (including relatively lower-cost robo-advisors) who use a lot of the same investment management strategies has become more difficult. Tax Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Altogether, Kinder’s first question is a valuable tool for advisors to work constructively with clients to help them discover their true goals. Which not only helps clients better understand what they are really looking for in life, but also allows the advisor to create a better financial plan and enhance client loyalty!

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

AUGUST 15, 2023

It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. SEIDES: I would say that’s not really part of my belief system of what a hedge fund is trying to deliver. You still had 2012 to 2017 to finish the bet. I like Buffett’s idea.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52