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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

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

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Mastering Financial Services with Cash Flow Management

CFO Plans

Innovations such as blockchain for secure transactions, AI for predictive analytics, and machine learning for process automation are redefining how businesses manage their finances. Staying abreast of these developments ensures that companies remain competitive and equipped to handle the challenges of tomorrow.

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Weekend Reading For Financial Planners (December 28–29)

Nerd's Eye View

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

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Playing the Global Tax Game Without Getting Burnt: What Every South African CFO Must Get Right 

CFO Talks

Playing the Global Tax Game Without Getting Burnt: What Every South African CFO Must Get Right Its no longer enough to know your way around a balance sheet. Todays CFO is the nerve centre of every strategic decision, from pricing to expansion, and increasingly, international tax planning. Get it right, and you unlock value.

CFO 52
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Navigating the Path to an IPO for middle-market companies in 2025

E78 Partners

Public company reporting requirements are significantly more demanding than those for private firms, with the Securities and Exchange Commission (SEC) imposing strict financial disclosure standards. Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations.

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Understanding Taxation in South Africa and Beyond 

CFO Talks

Employment Taxes Pay-As-You-Earn (PAYE) : Collected on employees’ income, PAYE is an employer’s responsibility to remit to SARS. Unemployment Insurance Fund (UIF) : This social security tax supports unemployed workers. Both employers and employees contribute, typically 1% of earnings each.

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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households. Welcome to the 432nd episode of the Financial Advisor Success Podcast!