Leverage, Prioritization, Tax Planning and Valuation

Search:

DAY

WEEK

MONTH

YEAR

Select your country:
Sign up | Log in

Leverage

Prioritization

Tax Planning

Valuation

Weekend Reading For Financial Planners (Dec 24-25) 2022

CFO News Room

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. And when it comes to leveraging social media, while having a presence on sites like LinkedIn and Facebook can be valuable, going deeper by seeking out connections of current clients (e.g.,

Mergers and Acquisitions (M&A)

Mergers and Acquisitions (M&A) Planning Valuation Securities

Restructuring Compensation And Roles To Align For Growth

CFO News Room

NOVEMBER 8, 2022

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.

Restructuring

Restructuring Planning Marketing Accounting

Webinars

Live Demo: How to Achieve Reconciliation Zen

MORE WEBINARS

Corporate Finance Brief

Weekend Reading For Financial Planners (Dec 24-25) 2022

Restructuring Compensation And Roles To Align For Growth

Webinars

Stay Connected