Sat.Jun 14, 2025 - Fri.Jun 20, 2025

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Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

How advisory firms charge for financial advice has long been a central question in the profession. While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

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The (Uncertain) Payoff from Alternative Investments: Many a slip between the cup and the lip?

Musings on Markets

It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. It is also true that in the process, we are ignoring vast swaths of the investment universe, from other asset classes (real estate, collectibles, cryptos) to private holdings (VC, PE) to strategies that short stocks or use derivatives (hedge funds).

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Trending Sources

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The CFO Confessional: Bless Me, Market, For I Have Sinned 

CFO Talks

The CFO Confessional: Bless Me, Market, For I Have Sinned When a corporate scandal breaks, it sends shockwaves far beyond the headlines. Stakeholders lose faith, employees question their future, and market confidence deteriorates. The organisation is no longer assessed solely on its performance but also on its integrity. In these moments, the role of the Chief Financial Officer becomes especially critical.

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Bayesian Edge Investing: A Framework for Smarter Portfolio Allocation

CFA Institute

Sandeep Srinivas, CFA is a partner and fund manager at FIM Partners in Dubai. He oversees a substantial asset base across Frontier Emerging Markets and the Middle East. He spends significant time on in-depth investigation of business models to uncover opportunities for long-term, value-driven investments. Srinivas’s disciplined, patient investment approach focuses on identifying high-quality, undervalued assets to drive sustainable growth and capital preservation.

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Precision in Motion: Why Process Optimization Is the Future of Manufacturing

Speaker: Jason Chester, Director, Product Management

In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.

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The 6 things every CFO should do to prepare for CBAM

CFO Dive

Skip to main content Dont miss tomorrows CFO industry news Let CFO Dives free newsletter keep you informed, straight from your inbox. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An articl

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Comparing M&A Synergies: What Matters Most in Private Equity Add-Ons?

E78 Partners

Private equity sponsors pursue add-on acquisitions to accelerate platform growth, expand capabilities, and unlock synergies. But not all synergies carry equal weight. Some deliver immediate impact on EBITDA, while others take longer to materialize or fail to scale across the combined organization. Successful firms prioritize the right synergies from Day One.

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#363 – Applying AI in Treasury: Use Cases, Cautions, and What’s Next

Strategic Treasurer

Episode 363 Applying AI in Treasury: Use Cases, Cautions, and What’s Next In this episode, Craig Jeffery talks with Dave Robertson about how AI is being applied in treasury today. They cover key use cases, from forecasting and credit analysis to policy automation, and explore challenges like hallucinations and data privacy. What should treasurers be doing now to prepare for what’s coming?

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Open AI: Ex-Instacart Head Takes Top Spot At AI Innovator

Global Finance

The division’s other key players—COO, CFO, and chief product officer—will report directly to her. The move leaves Altman free to focus on research, safety sys- tems, and long-term strategy for the ChatGPT provider. Simo, 39, is already a veteran of Silicon Valley. A graduate of the French business school HEC Paris, she began her US career as an intern at eBay.

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At The Money: Buying a Vacation Home

The Big Picture

 At The Money: Buying a Vacation Home with Jonathan Miller (June 18, 2025) Buying a second home in today’s climate can be challenging: Interest rates are near the highest level in 20 years, and housing inventory is near record lows. So what’s a potential vacation property buyer to do? Jonathan Miller, President of Miller Samuel, discusses the best approaches for purchasing that beach, lake or mountain home today.

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AI In Accounting: A Practical Roadmap For Smarter AP

Speaker: Gerald Ratigan

The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.

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Senate pitches permanent TCJA tax breaks

CFO Dive

The Senate proposal would make the trio of tax-relief provisions from the 2017 Tax Cut and Jobs Act permanent. In contrast, the House bill would only extend them through 2029.

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A CEO’s Path to Leaner, Smarter Operations: Understanding SAP Business Suite

Navigator SAP

SAP Business Suite helps CEOs and business leaders streamline operations, unify business data, and integrate AI for faster insights and smarter decisions.

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The Liability Risk Of Giving Inadvertent Tax Advice (And How To Avoid It)

Nerd's Eye View

In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime.

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5-year TIPS reopening auction gets real yield of 1.650% to good demand

Tips Watch

By David Enna, Tipswatch.com The Treasury’s offering of $23 billion in a reopened 5-year Treasury Inflation-Protected Security – CUSIP 91282CNB3 – generated a real yield to maturity of 1.650%, close to what the market expected.

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Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026

Speaker: Sean Yoder

Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.

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GENIUS Act puts renewed spotlight on stablecoins, digital assets

CFO Dive

The regulatory clarity the GENIUS Act proposes to bring to the stablecoin space can help ease some of the worries of more conservative entities, such as CFOs, examining the space, EY’s Paul Brody said.

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Difference between SAP Cloud ERP and SAP S/4HANA Cloud Public Edition

Navigator SAP

If you’ve been hearing the terms "SAP Cloud ERP" and "SAP S/4HANA Cloud Public Edition" used interchangeably and wondering what the difference is, the answer is simple: there is no difference, at least not anymore. In 2025, SAP officially grouped its products "SAP S/4HANA Cloud Public Edition" and "SAP S/4HANA Cloud Private Edition' into SAP Cloud ERP.

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From Ivory Tower to Investment Toolbox: Why Research Matters

CFA Institute

Discover how cutting-edge academic research becomes real-world investment strategy and explore award-winning insights from the Hillsdale–CFA Society Toronto Research Award.

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United States: Plan For Remittance Tax Sparks Global Concerns

Global Finance

Part of the “One Big Beautiful Bill” Act currently before the US Senate, the levy would affect 40 million to 50 million noncitizens in the US, including undocumented migrants as well as green card and visa holders, with those from India, Mexico, China, and the Philippines particularly exposed. Some experts suggest the effect would be enough to send Mexico’s economy into a recession this year.

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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

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Cyberattacks top list of global business concerns, Kroll finds

CFO Dive

Many companies feel unprepared to comply with global privacy and security rules, according to the advisory firm’s annual business sentiment survey.

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Jill on Money: How Not To Invest

The Big Picture

Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them. The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money.

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From Theory to Trillions: David Booth | Financial Thought Exchange

CFA Institute

Cathy Scott is a director of Research Product and Services and the editor of Enterprising Investor at CFA Institute.

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#FASuccess Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You’re Passionate About, With David Bahnsen

Nerd's Eye View

Welcome everyone! Welcome to the 442nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Bahnsen. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5 billion in assets under management for 1,800 client households. What's unique about David, though, is how his firm has been able to attract $100 million in new client assets per month thanks in large part to his content creation and public comme

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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7 CFO tips for thriving despite ‘perma-crisis’ turmoil

CFO Dive

“Foundational rules for risk management have been fundamentally altered forever," the former CEO of the Institute of Internal Auditors said.

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1107: When Finance Leads with a CEO Mindset | John Rettig, CFO, Bill

CFO Thought Leader

What sets John Rettig’s CFO journey apart from most is not just its length—spanning more than two decades—but its unusual symmetry. His CFO career roughly divides into two decade-long tenures: first helping scale a digital advertising firm from $15 million to $250 million in revenue, and now serving as CFO of Bill, where he’s helped lead the company from startup to public market success.

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CBDT scanner on Swiss accounts leading to higher tax declarations in revised ITRs

CFO News

New Delhi, June 20 (IANS) The Central Board of Direct Taxes on Friday said that it regularly receives detailed financial data under global tax cooperation frameworks, including the Automatic Exchange of Information (AEOI) with over 100 jurisdictions, including Switzerland, which it uses to verify ITRs filed by Indian taxpayers.

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The Rise of the Strategic CFO with Dr. Huruda D’Castro Malungane : ESG, Ethical Leadership, and Breaking the Isolation in Africa

CFO Talks

The Rise of the Strategic CFO with Dr. Huruda de Castro Malungane : ESG, Ethical Leadership, and Breaking the Isolation in Africa In a captivating episode of CFO Club Conversations , Leana van der Merwe speaks with Dr. Huruda D’Castro Malungane, an extraordinary leader at the intersection of finance, governance, risk, and human capital. As the Head of Finance, Acting Head of Risk Management, and Country HR Lead at Liberty Health, and the founder of the CFO Forum in Mozambique, Dr.

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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.