CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Author: Adam Van Deusen.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Financial Planning. and inflation levels not seen in several decades. He can be reached at [email protected].

Planning 130

Planning Benchmarking Profit and Loss Communication 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. RITHOLTZ: You’re in the middle of a 18-year or so giant 1,000% bull market. I found the conversation to be absolutely fascinating, and I think you will also.

Investments 109

Investments Profit and Loss Education Advertising 109

CFO News Room

DECEMBER 30, 2022

And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients! Enjoy the ‘light’ reading! He can be reached at [email protected].

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Author: Michael Kitces.

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

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Marketing 107

Marketing Treasury Banking Profit and Loss 107