Trade Credit & Liquidity Management

JUNE 10, 2025

Here’s the previous episode: Inside the Numbers: What Does Consumer Spending Data Tell Us About the Future of Business?

Numbers 52

Numbers Credit Risk Risk Management Planning 52

Tips Watch

MARCH 26, 2025

Treasury official indicate the department is planning a “substantial number” of layoffs, according to reporting from Bloomberg. By David Enna, Tipswatch.com Court documents filed by a U.S. The revelation came in court documents filed by Treasury to a federal judge … Continue reading →

Treasury 57

Treasury Planning Numbers Investments 57

Collectiv

MAY 19, 2025

Why Business Users Need This Business leaders know their numbers. But theyve been locked out of the planning process because traditional tools werent built for them. Top-Down and Bottom-Up Planning Executives set high-level targets, while managers adjust inputs based on whats happening on the groundall in one model.

Forecasting 52

Forecasting Planning Budgeting Auditing 52

CFO Talks

OCTOBER 10, 2024

Finance and Strategy: Making Numbers Work for Your Vision Imagine this: Your company has a fantastic vision—perhaps it’s to dominate a new market, launch a groundbreaking product, or grow your team and profits. It’s about making sure your numbers don’t just add up but drive your company toward its ultimate goals.

Numbers 98

Numbers Finance CFO Leadership 98

Nerd's Eye View

JUNE 6, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)

Numbers 98

Numbers Planning Investments 98

Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Leverage 97

Leverage Planning Compliance Startups 97

Nerd's Eye View

APRIL 9, 2025

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning. Read More.

Problem Solving 79

Problem Solving Restructuring Planning Numbers 79

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Tax Planning 97

Tax Planning CFO Planning Advertising 97

Global Finance

AUGUST 1, 2024

The hedge fund manager grabbed headlines on Wednesday, July 31, when he decided to no longer plan an initial public offering (IPO) for his firm, Pershing Square USA. The withdrawal comes shortly after the fund announced plans to raise $2 billion—significantly lower than the previously touted $25 billion.

Planning 122

Planning Marketing Valuation Corporate Finance 122

Trade Credit & Liquidity Management

JUNE 5, 2025

Drawing on JSI's proprietary data and analytic tools, the discussion delves into how inflation and rising interest rates are reshaping purchasing behaviors across different income groups, impacting everything from credit risk to business planning.

Numbers 52

Numbers Credit Risk Economics Planning 52

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Planning 52

Planning Prioritization Securities Numbers 52

CFO Dive

FEBRUARY 28, 2022

The financial planning team helps the resort’s leadership optimize the number of people on the mountain from a safety, quality of experience and revenue standpoint.

Finance 246

Finance Leadership Numbers Planning 246

CFO Selections

NOVEMBER 20, 2024

A CFO has a deep understanding of your business model and your banking relationships, works with your board of directors, prepares detailed financial and management reports, works with auditors, oversees tax planning, and sets policies around controls and payroll.

CFO 105

CFO Tax Planning Leadership Budgeting 105

Nerd's Eye View

JULY 4, 2025

Which will ultimately provide greater tax planning certainty to advisors and their clients for 2025 and beyond (and avoid the year-end rush they faced with the late-December passage of TCJA in 2017).

Tax Planning 82

Tax Planning Practice Management Planning Finance 82

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Cash Management 98

Cash Management Communication Planning Numbers 98

Nerd's Eye View

JANUARY 20, 2025

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. Further, because choosing 'top' podcasts is inherently subjective (e.g.,

Practice Management 98

Practice Management Planning Finance Numbers 98

Nerd's Eye View

MAY 16, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

Education 95

Education Tax Planning Planning Numbers 95

Embark With Us

JUNE 23, 2025

In today’s fast-paced SaaS world, planning can feel like juggling chainsaws – one slip in your data or process, and growth goals are at risk. In today’s fast-paced SaaS world, planning can feel like juggling chainsaws – one slip in your data or process, and growth goals are at risk. Last-minute board meeting? Let’s dive in.

Planning 40

Planning Forecasting CFO Sales 40

Barry Ritholtz

MARCH 18, 2025

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Bad Numbers : 4. Create a financial plan (then stick to it). It is March 18th! Publication day is finally here! Index (mostly).

Investments 127

Investments Math Concentration Numbers 127

Nerd's Eye View

OCTOBER 30, 2024

And given the sheer number and scope of potential conflicts that do exist in the advisory industry (where a wide range of providers seek to incentivize advisors to recommend their products and services to clients), there's a vanishingly small number of RIAs that don't have at least some form of actual or potential conflict to disclose.

Advertising 98

Advertising Marketing Numbers Planning 98

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Leverage 91

Leverage Planning Securities Numbers 91

Nerd's Eye View

DECEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.

Valuation 98

Valuation Tax Planning Planning Securities 98

Nerd's Eye View

JULY 11, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, (..)

Education 68

Education Securities Numbers Planning 68

Fpanda Club

MARCH 19, 2025

Yes, I said that, I am addicted to financial planning and analysis. After 15+ years in Financial Planning & Analysis (FP&A), Ive learned some hard truths things I wish someone had told me earlier in my career. My name is Anna, and I am an FP&A-holic. Indeed, FP&A guys are good candidates to fall into this trap.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

Musings on Markets

JANUARY 10, 2025

It is the end of the first full week in 2025, and my data update for the year is now up and running, and I plan to use this post to describe my data sample, my processes for computing industry statistics and the links to finding them. Aggregate operating numbers 3. Corporate Governance & Descriptive 1.

Corporate Finance 119

Corporate Finance Valuation Numbers Finance 119

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Benchmarking 98

Benchmarking Education Investments Planning 98

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Tax Planning 89

Tax Planning Budgeting Investments Communication 89

The Finance Weekly

JULY 14, 2024

Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

Nerd's Eye View

MAY 9, 2025

These results largely match results from the recent Kitces Research Study on Advisor Productivity, which found that the typical fee schedule for firms charging on a graduated basis remains at 100 basis points (bps) for client assets up to $1 million, then declines to 90 bps at $2 million, 75 bps at $5 million, and 60 bps at $10 million in assets.

Planning 98

Planning Marketing Numbers 98

Nerd's Eye View

JULY 7, 2025

market while differentiating on its AI-driven "Strategic Advice Manager" that automatically suggests (and even recommends) planning strategies based on client inputs – which could serve as an interesting test as to whether U.S.

Planning 40

Planning Concentration Technology Startups 40

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Benchmarking 98

Benchmarking Tax Planning Investments Planning 98

Future CFO

DECEMBER 22, 2024

When planning your implementation, think beyond compliance. Why It Matters Compliance : Governments require standardized customer details, such as taxpayer identification numbers and verified addresses. Fraud Reduction Standardized formats and real-time verification by tax authorities significantly reduce fraudulent or fake invoices.

Invoicing 98

Invoicing CFO Compliance Auditing 98

Nerd's Eye View

JUNE 27, 2025

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

Benchmarking 86

Benchmarking Valuation Leverage Investments 86

Nerd's Eye View

JUNE 2, 2025

This month's edition kicks off with the news that FinmateAI has announced a new integration with PreciseFP, which will allow financial planning data that's collected in advisory meetings (like balance sheet, cash flow, and savings information) to be pushed out to PreciseFP, and from there be sent on to financial planning software like eMoney and RightCapital (..)

Planning 52

Planning Technology Communication Numbers 52

Nerd's Eye View

NOVEMBER 1, 2024

At the same time, CFP Board has noted that advisors pursue the certification voluntarily and that its standards, which cover the entire financial planning process (unlike SEC and FINRA regulations that largely focus on investment management), help to raise standards for the industry as a whole at a time when advisors increasingly offer comprehensive (..)

Tax Planning 75

Tax Planning Practice Management Leverage Planning 75

Nerd's Eye View

JANUARY 31, 2025

Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)

Valuation 98

Valuation Compliance Communication Planning 98

Nerd's Eye View

MARCH 21, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%

Communication 91

Communication Leadership Investments Numbers 91