Nerd's Eye View

SEPTEMBER 1, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)

Strategic Planning 75

Strategic Planning Construction Practice Management Communication 75

VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Inventory, marketable securities, and other assets have still different liquidity characteristics and variables at play. People Operations/HR Consultant in vcfo’s Dallas market.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

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