Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Practice Management 81

Practice Management Tax Planning Planning Securities 81

Nerd's Eye View

SEPTEMBER 6, 2023

While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. For instance, qualified plan assets (e.g.,

Education 92

Education Tax Planning Planning Accounting 92

Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 87

Communication Tax Planning Technology Planning 87

Nerd's Eye View

FEBRUARY 24, 2023

Also in industry news this week: Why the behavior of some TAMPs and investment advisers might have led the SEC to propose its new (and potentially burdensome) ‘outsourcing rule’ Why independent broker-dealers could become major players in RIA M&A in the coming year From there, we have several articles on advisor marketing: How to craft (..)

Tax Planning 86

Tax Planning Auditing Investments Numbers 86

Nerd's Eye View

MAY 8, 2023

In this post, Kitces.com Senior Financial Planning Nerd Ben Henry-Moreland writes about how he went from being hesitant to offer tax preparation at his solo RIA (given how common it is for tax preparers to work long hours throughout tax season) to embracing it as a core part of the business’ service offering.

Tax Planning 90

Tax Planning Planning Investments Practice Management 90

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth. Planning: this is the first stage of every business activity.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Mergers and Acquisitions (M&A) 92

Mergers and Acquisitions (M&A) Tax Planning Valuation Sales 92

Nerd's Eye View

MAY 12, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that clients of advisors providing comprehensive planning services are significantly more satisfied than those receiving a lower tier of service.

Tax Planning 81

Tax Planning Practice Management Valuation Investments 81

Nerd's Eye View

SEPTEMBER 6, 2022

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Leverage 98

Leverage Tax Planning Corporate Finance Planning 98

CFO Share

JULY 13, 2023

At our fractional CFO firm , we believe there are three primary financial issues that small businesses face: Planning growth through uncertainty. Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. How effective will the new marketing channels be? Reducing workforce.

CFO 40

CFO Forecasting Tax Planning Advertising 40

CFO News Room

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Author: Kyle Moore. Guest Contributor.

Planning 130

Planning Concentration Communication Tax Planning 130

Michigan CFO

NOVEMBER 1, 2021

The SaaS CFO can help plan and strategize for growth with actionable goals and key performance indicators. A SaaS CFO will analyze your marketing and work with your sales team to expand subscription services for existing customers as well as find new ones. Tax Planning With Your SaaS CFO. Interested in learning more?

CFO 52

CFO Budgeting Forecasting Tax Planning 52

Future CFO

SEPTEMBER 14, 2020

The virus continues to ravage the global population, effect changes in consumer behavior, unearth workforce planning challenges, precipitate demand drops, and create supply chain shocks across the business world. The truth of the matter is that COVID-19 is exposing gaps in current financial planning across the region.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

PYMNTS

OCTOBER 5, 2020

The General Court judgment raises important legal issues that are of relevance to the Commission in its application of State aid rules to tax planning cases,” Executive Vice President Margrethe Vestager said in the statement. 25 statement.

Banking 91

Banking Compliance Advertising Tax Planning 91

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Boston Startup CFO

OCTOBER 13, 2015

When I started my online marketing company VerticalResponse, I made the colossal mistake of not hiring experienced people because I was so concerned about saving money. Accounting Manager - Oversees a bookkeeper or staff accountant, might help with tax planning and payroll, and can provide basic financial reporting.

CFO 52

CFO Tax Planning GAAP Budgeting 52

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , 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.

Communication 130

Communication Planning Education Numbers 130

The CFO College

APRIL 8, 2021

Valuable Expert : Becoming a valuable expert can mean expanding your accounting and tax knowledge in your niche, or adding CFO-level services, tools, and skills to serve clients in any industry. Implement an Easy-to-Use, Effective Marketing System. You’ll also want to grow your niche knowledge, if you practice within one.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) Thanks again for the opportunity to serve you in 2022, and I’m excited to share more soon about some new initiatives we’re planning to do to support the Financial Advicer community even more in 2023 and beyond! Financial Planning. Authors: Michael Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading!

Education 130

Education Planning Benchmarking Investments 130

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

VCFO

NOVEMBER 1, 2023

Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. It seems obvious, but actively reviewing actual vs. planned results and understanding the variables at play is imperative to identifying areas of improvement.

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO News Room

DECEMBER 30, 2022

has brought a wide range of changes to the world of retirement planning. 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!

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. 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.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

NOVEMBER 9, 2022

One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26. He has had a passion for finance and planning since high school, when he first started investing and doing his own taxes.

Healthcare 130

Healthcare Planning Accounting Investments 130

CFO News Room

DECEMBER 20, 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.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 8, 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.

Restructuring 130

Restructuring Planning Accounting Marketing 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. 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.

Planning 130

Planning Communication Profit and Loss Education 130

Nerd's Eye View

SEPTEMBER 7, 2022

Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds to maintain market exposure – is a popular strategy for financial advisors to increase their clients’ after-tax investment returns. With these three tools (i.e.,

Tax Planning 76

Tax Planning Investments Sales Planning 76

Barry Ritholtz

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. RITHOLTZ: You’re in the middle of a 18-year or so giant 1,000% bull market. And around the same time, you started to see the rise of some academics saying; A, the market is efficient, very few, if anybody can beat it. RITHOLTZ: Yeah, it’s good to have you.

Investments 109

Investments Profit and Loss Education Advertising 109

Nerd's Eye View

MARCH 10, 2023

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Tax Planning 88

Tax Planning Budgeting Practice Management Planning 88

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. My guest on today’s podcast is Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 21, 2022

Government-imposed lockdowns in response to the Covid pandemic also distorted the market, disrupting supply chains. And the taxes the Biden administration has already imposed in its disingenuously named Inflation Reduction Act (IRA) will be economically harmful in the long run. economy, reducing long-run GDP by 1.62

Economics 130

Economics Tax Planning Budgeting Numbers 130

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. Executive Summary. In addition, SECURE 2.0 backdoor Roth conversions).

Planning 130

Planning Securities Accounting Tax Planning 130

Musings on Markets

MAY 11, 2021

Encourage savings/ capital formation : In an economy, where private capital is behind the bulk of economic investment and growth, governments are dependent up the health of capital markets (stocks and bonds) for continued growth.

Investments 52

Investments Valuation Treasury Forecasting 52