CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. People may not even really understood that they own the company, you know, by investing in the funds in the company. My special guest this week is Tom Rampulla.

Investments 112

Investments Profit and Loss Education Advertising 112

CFO News Room

DECEMBER 30, 2022

We also have a number of articles on investments: Fixed-income ETFs saw inflows this year, while their mutual fund counterparts experienced significant outflows, suggesting that the dominance of bond mutual funds could be eroding. Why a higher interest rate environment could represent a ‘sea change’ for investors in the years ahead.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 21, 2022

So for advisors who feel overwhelmed with the range of responsibilities they have in a given week, implementing a systematic annual planning process based on seasons can not only provide more structure to their processes, but also provide a better experience – not only for their clients, but also for their work teams – in the process!

Planning 130

Planning Concentration Communication Tax Planning 130

CFO News Room

NOVEMBER 9, 2022

He has had a passion for finance and planning since high school, when he first started investing and doing his own taxes. Assuming a 6% return on her invested principal, Dawn can expect to have a total balance of about $61,275 by age 25. Jack is a teacher at a local high school, and Morgan is an investment analyst.

Healthcare 130

Healthcare Planning Accounting Investments 130

CSC Advisors

MAY 30, 2022

They help with investment management and are a more niche category of advisors. Often, they will display their work history, education, licenses, and any other background information on their website. You can find certified financial planners, investment advisors, wealth advisors, and even robo-advisors.

Budgeting 52

Budgeting Tax Planning Construction Corporate Finance 52

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 28, 2022

Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is the Lead Financial Planning Nerd for Kitces.com , a leading online resource for financial planning professionals, and also serves as the Chief Planning Officer for Buckingham Strategic Wealth. Notably, the language of SECURE Act 2.0

Planning 130

Planning Securities Accounting Tax Planning 130