CFO News Room

DECEMBER 26, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. An alternate approach, however, is for the advisor to focus their client service proposition on the planning needs of a specific target client. Team Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 5, 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 the world of financial advisors, it’s common to value an advisory firm as a multiple of its revenue. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

FEBRUARY 2, 2022

David Conrod, what a fascinating career in the world of capital raising and private equity from Guggenheim Partners to FocusPoint Capital, he really has seen just a little bit of everything and is very, very knowledgeable about how that side of the investment world works. I remember a drive with an advisory board meeting from Agra to Jaipur.

Investments 100

Investments Economics Numbers Marketing 100

Barry Ritholtz

OCTOBER 31, 2023

He, he really sees all sides of, of the elephant and is capable of describing it in a way that I thought was both fascinating and, and informative. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. How did you find your way to that side of the street?

Investments 60

Investments Marketing Numbers Valuation 60

CFO News Room

DECEMBER 6, 2022

Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time. I even struggle about whether to call them FinTech or tech-enabled advice services.

Planning 130

Planning Budgeting Investments Communication 130

CSC Advisors

SEPTEMBER 6, 2022

What Is M&A Advisory? Most of the work involved details advising clients when they want to buy or sell a business. Keep in mind that advisors are also out to make money and the services they provide should reflect their dedication to providing quality service. Responding to offers of buying and selling.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Leadership 52

Barry Ritholtz

OCTOBER 24, 2022

So the sister index focusing on the prices that producing service (INAUDIBLE). RITHOLTZ: When did the investment management side of the business began? So we’ll buy ETFs or we use sub-advisors. And it began outside of financial services. I was on the Producer Price Index. RITHOLTZ: Throughputs, yes.

Investments 52

Investments Valuation Benchmarking Marketing 52

CFO News Room

DECEMBER 30, 2022

Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise. For instance, a 2022 Vanguard study found that consumers have different preferences for the planning services they want to be completed by a human and those to be done by a digital solution.

Auditing 130

Auditing Planning Investments Securities 130

Barry Ritholtz

MARCH 5, 2024

So I saw many companies then taxed and financial services. When we buy fixed income, we just want it to be steady and pay a dividend and not swing up and down. And so we find good investments both on the long and short side. So we took the other side of that, of that trade. 00:13:13 [Speaker Changed] We really did.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 56

Barry Ritholtz

AUGUST 29, 2023

RITHOLTZ: You know, what’s really interesting is everybody tends to think of Wall Street and investing and finance in terms of the investing side. But the business side is really intriguing. The business side is really quite fascinating and somewhat overlooked. Hey, I want to do venture capital.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Author: Michael Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. THOMAS RAMPULLA, MANAGING DIRECTOR, FINANCIAL ADVISOR SERVICES DIVISION, VANGUARD: Thanks, Barry.

Investments 109

Investments Profit and Loss Education Advertising 109

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. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Author: Michael Kitces.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

JANUARY 1, 2023

This way of buying stock is perfect if you only have $100 to start investing , but it works well for investors who have $1,000 or $5,000 to invest, too. As a side note, Fundrise investors earned an average platform return of 22.99% in 2021(3.49% in 2022 so far). Only 0.15% in annual advisory fees. Dividend Yield. Duke Energy.

Investments 130

Investments Accounting Finance Entertainment 130

Barry Ritholtz

JULY 24, 2023

Jawad Mian publishes a fascinating macro advisory letter that is read by many of the most well-known and influential investors on not just Wall Street but around the world. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. Tell us a little bit about your research.

Construction 52

Construction Marketing Valuation Investments 52

CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. And in recent years, there’s been this big growth of basically like lead generation services. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Math Numbers Investments 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. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Author: Michael Kitces.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

DECEMBER 28, 2022

We’re just buying all the stocks in the index. They get good service, not fabulous service, but good service at low cost, on a very unreliable basis. He spent the first 25 years of his career on the active side of the street. So he was able to stay with the admin side. People are going to come to us.

Profit and Loss 70

Profit and Loss Investments Marketing Sales 70

The Charity CFO

DECEMBER 22, 2021

Chyla is the Founder and CEO of CNRG Accounting Advisory. For more information on how to get your nonprofit financially established so that you can achieve your goals, visit CNRG Accounting Advisory @ [link]. If my computer dies one more time during an intake session, we’re not gonna, like, be able to do services.

Nonprofit 90

Nonprofit Budgeting Accounting Planning 90

CFO News Room

DECEMBER 29, 2022

While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care. Certain strategies for paving career paths and balancing work-life priorities will work for some but not others. Team Kitces.

Planning 130

Planning Investments Securities Education 130

CFO News Room

NOVEMBER 1, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Author: Michael Kitces.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

JULY 18, 2023

Most guys and gals who get into the business of working at a hedge fund, never mind you know founding and running one, you I think there’s a pretty typical track where they’re finance majors at top schools, they work at an investment bank or an advisory bank, sometimes at a law firm, and then they make their way into the investing realm.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Because it is a much tougher game, particularly adding value on the short side than it used to be. I used to say that the guys who ran hedge funds were the one who woke up on the wrong side of the bed in the morning and felt like they just had to short because things were going wrong. RITHOLTZ: Right. RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

SEPTEMBER 26, 2023

These are the guys that are on the other side of the trade looking to pick up dollars for 50 cents, and very often they’re the only bidder when everybody else is kind of freaked out about what’s going on. Yeah, [ Panossian ] 00:04:04 It was, he had a very strong team around him on the equity side.

Investments 52

Investments Economics Banking Construction 52

PYMNTS

SEPTEMBER 30, 2016

Specifically, six of the players that got to live EMV Year 1 from many sides of the table: the merchants, solution providers, restaurateurs and the card networks. Vice President, Merchant Advisory Group. From the word go, Liz Garner of the Merchant Advisory Group said the EMV timetable in the U.S. Aikat noted. Liz Garner.

Securities 82

Securities Retail Technology Numbers 82

Barry Ritholtz

APRIL 4, 2023

We partner with private equity firms that themselves have a great track record, that focus on the kinds of industries where we do invest, which is technology, in health care, in business services, and market leaders in those areas, distribution, logistics. So software as a service business, right? So what does that really mean?

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

Barry Ritholtz

APRIL 18, 2023

It sounds like a good background for someone who eventually ends up buying companies. What was it like on the private side at the end in the ‘90s? BARATTA: So I think we just raised a small credit fund, which is $900 million, and then we had an M&A advisory business. RITHOLTZ: I can imagine. BARATTA: Yeah. RITHOLTZ: Really?

Investments 60

Investments Valuation Marketing Currencies 60

Barry Ritholtz

DECEMBER 20, 2022

RITHOLTZ: So late ‘80s, early ‘90s, you’re a VP for an advisory firm that leads some sovereign debt restructurings and transactions in both South America and Central America. And so my job for basically two weeks was to get up, go sell as much FX or buy as many dollars as I could, and then go back to the hotel and sit by the pool.

Restructuring 60

Restructuring Investments Marketing Banking 60

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And she took to selling beauty supplies on the side. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Barry Ritholtz

FEBRUARY 20, 2024

It was a pretty interesting period because the, the congress had just passed what’s called the Monetary Control Act, where they were forcing the Fed to charge for all its services to, so, so, so to sort of level the playing field with the private sector. And I, I actually talked about how this could turn out poorly.

Treasury 56

Treasury Marketing Economics Banking 56

CFO News Room

DECEMBER 19, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Represents to the client that they’re receiving advice as part of a financial plan or financial planning services…. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Accounting Investments Sales 130

Barry Ritholtz

OCTOBER 31, 2022

And he was on — I got to meet him through, who’s now the Philly Fed President Patrick Harker, I was on a team called the Dean’s Advisory Board. SIEGEL: Well, there’s both — I mean, well, you know, we’ve always used to buy new machines that do things faster and better. He got me into his class.

Investments 56

Investments Marketing Numbers Finance 56