CFO News Room

NOVEMBER 14, 2022

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. She currently runs a weekly YouTube series called “Practice Management with Penny.”.

Practice Management 130

Practice Management Planning Communication Leadership 130

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Nonprofit 98

Nonprofit Practice Management Advertising Cash Management 98

Nerd's Eye View

SEPTEMBER 15, 2023

Also in industry news this week: The SEC agreed to a series of settlements with 9 RIAs resulting from charges of improper use of hypothetical returns in advertising under the regulator's marketing rule How several CEOs of large RIAs and AdvisorTech companies have found that receiving funding from private equity firms and taking the responsibility for (..)

Practice Management 98

Practice Management Advertising Leadership Numbers 98

Nerd's Eye View

JULY 8, 2022

Of those most likely to stay, retention was driven primarily by the quality of the firms’ technology offering, the breadth of its products and services, and the corporate culture set by the leadership of the firm.

Practice Management 84

Practice Management Leadership Leverage Planning 84

Nerd's Eye View

AUGUST 19, 2024

Which means that longer-term projects, such as creating a succession plan to have in place for the firm when the owner retires, may tend to get put on the back burner. Key components of this transition include client service oversight, sales oversight, strategy leadership, and financial management.

Planning 52

Planning Valuation Leadership Communication 52

CFO News Room

DECEMBER 10, 2022

Though given that potentially conflicted practices such as ‘payment for order flow’ are a source of revenue for brokers, such regulation could portend a shift back to explicit transaction fees as they seek to maintain their top line. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

Nerd's Eye View

AUGUST 26, 2024

Over the last 50 years, even the most substantial changes to occur – such as the movement away from commissions and towards fee-based compensation, and the shift from an investment-centric approach to more holistic financial planning – have taken place over decades and, in many cases, are still ongoing.

Communication 68

Communication Concentration Leadership Planning 68

CFO News Room

NOVEMBER 29, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 30, 2022

Each weekday, in our Management Tip of the Day newsletter, HBR offers daily tips to help you better manage your teams — and yourselves — through this period of profound change and uncertainty. Management Tip of the Day. Quick, practical management advice to help you do your job better.

Data Analysis 130

Data Analysis Practice Management Leadership Communication 130

VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Below is a great historical example of this that also highlights the importance and value of leadership foresight. People Operations/HR Consultant in vcfo’s Dallas market.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

Future CFO

APRIL 1, 2024

To catalyse these plans, they will need to collaborate with other business units to ensure that the company’s investment strategies are closely aligned with the firm’s financial plans. With their financial background, they are often involved in transformation strategies closely tied to the firm’s performance.

Risk Management 52

Risk Management Finance Practice Management Planning 52

CFO News Room

NOVEMBER 19, 2022

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. Adam is an Associate Financial Planning Nerd at Kitces.com. cash management programs ). Dan Shaw | Financial Planning). Author: Adam Van Deusen.

Planning 130

Planning Leadership Accounting Healthcare 130

Nerd's Eye View

MARCH 31, 2025

When it comes to growing a practice for the long term, talent acquisition is just as important as client acquisition. It also plans for a smooth onboarding experience. However, developing a strong hiring process can be challenging – and it's easy to overlook its importance until the next hiring need arises.

Leadership 58

Leadership Communication Planning Practice Management 58