CFO News Room

NOVEMBER 14, 2022

But for many experienced advisors (and particularly those whose careers evolved through the older eat-what-you-kill model), integrating an associate advisor into an existing practice can come with its own challenges. She currently runs a weekly YouTube series called “Practice Management with Penny.”.

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Practice Management Planning Leadership Communication 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. Author: Michael Kitces. Team Kitces.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 13, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors.

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Planning Profit and Loss Leadership Numbers 130

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

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. In this buyer’s guide to the best FP&A software, we’ll provide an overview of the top financial planning and analysis tools to consider. However, not all FP&A tools are created equal.

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