Future CFO

SEPTEMBER 14, 2020

Tam noted that FP&A professionals will then need to “revisit their financing and liquidity strategies, centralize decisions for cash release upon the applications of government stimulus, and implement tax planning strategies that can reduce cash expenditures and preserve budget.”. Empowering the new FP&A professional.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Why advisors might consider looking past some of the big names in advisor technology to find tools that can provide a better experience for themselves and their clients.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 29, 2022

And so, I brought him in to help me redefine and reevaluate, one, our technology stack and also our overall client experience. So, we currently have our process, our systems, and our technology stack that we use but we can always be better. Anh: Yes, basically, that’s his main role. Anh: It was definitely the user interface.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. 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.

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”

Investments 111

Investments Profit and Loss Education Advertising 111

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. A lot of 401(k) plans at hospitals are with Fidelity.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

CFO News Room

FEBRUARY 2, 2022

Once you’re in the door there, they do a really good job, in my opinion, of combining the personal element of what we do with their technology so that it’s not just an algorithm that’s matching some prospect to some advisor because of certain keywords. So, it’s a really good combination of human and technology.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 8, 2022

And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. And then we look at estate planning. And then in the fall, we look at tax planning. And so, that can move the numbers, as well.

Restructuring 130

Restructuring Planning Accounting Marketing 130

PYMNTS

FEBRUARY 1, 2021

Here’s the latest news from the technology industry, which is coming under increasing global scrutiny from governments around the world. French Finance Minister Embraces American Shift on Big Tech Taxes . Former President Donald Trump was against the potential tax plans, contending that they discriminated against U.S.

Finance 40

Finance Compliance Tax Planning Treasury 40

CFO News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. The end of the year is often a busy time for financial advisors, as they help clients with year-end tax planning, taking the proper RMDs, and other time-sensitive tasks.

Mergers and Acquisitions (M&A) 130

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

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. A new research study suggests that delaying taxes in retirement is often not the optimal course of action. Dan Shaw | Financial Planning).

Planning 130

Planning Leadership Healthcare Accounting 130

Barry Ritholtz

OCTOBER 3, 2023

If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? You know, my, my number one priority was to operating the firm on a day-to-day basis. You’ve gotta go hire people in the technology space. It just tells you.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

CFO News Room

JANUARY 24, 2023

In a note to me, Hauser summed up the case against Zients: ‘Biden at his best has picked battles with corporate America, from the tax plan funding the IRA to appointing regulators like Rohit Chopra, Gary Gensler, and Lina Khan to take on predatory behavior. As a check, since New York is a BQ.1*

Manufacturing 130

Manufacturing Construction Economics Banking 130