CFO News Room

NOVEMBER 29, 2022

Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning. Or how do we work around a concentrated stock position, right? We actually have different models for our clients. ” Right? .”

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Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we look at estate planning.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. RITHOLTZ: But some of these guys are sitting with a lot more than a billion dollars, and why not? Unless they have their own foundation.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52