CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

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CFO News Room

DECEMBER 26, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Financial Planning. He can be reached at [email protected].

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Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Communication Profit and Loss Education 130