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Weekend Reading For Financial Planners (Dec 31-Jan 1) 2023

CFO News Room

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. presents a dizzying array of new rules related to retirement planning, it gives advisors a significant opportunity to demonstrate ongoing value for their clients!

Planning 130
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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Financial Planning. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Planning 130
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Resetting Work/Life Balance By Getting Paid For Expertise

CFO News Room

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
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Restructuring Compensation And Roles To Align For Growth

CFO News Room

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.

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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning 130
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Transcript: Gary Cohn

Barry Ritholtz

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? And look, one of the reasons I went into this job was taxes. And, and what was the change in tax rates?

Marketing 107