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!
Barry Ritholtz
OCTOBER 19, 2022
You know, we do the typical stuff, market economic outlooks and research there, product research. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll construct the portfolio. They’ll do tax planning, right? Who’s your focus?
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Barry Ritholtz
AUGUST 15, 2023
It’s much more about security selection and a relatively static portfolio construction. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. 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.
CFO News Room
NOVEMBER 26, 2022
Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.
CFO News Room
JANUARY 24, 2023
In a note to me, Hauser summed up the case against Zients: ‘Biden at his best has picked battles with corporate America, from the tax plan funding the IRA to appointing regulators like Rohit Chopra, Gary Gensler, and Lina Khan to take on predatory behavior. ’” • So the narrative drives the market, not the market the narrative?
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