CFO News Room

DECEMBER 13, 2022

Acorns will automatically invest your money into diversified portfolios of ETFs built and managed by professionals. M1 Finance is one of the best platforms for investing in fractional shares, mostly because it lets you invest using its intuitive app, and investing transactions are commission-free. 16 Ways to Invest $15,000 in 2023.

Investments 130

Investments Accounting Finance Planning 130

CFO News Room

DECEMBER 10, 2022

Though given that potentially conflicted practices such as ‘payment for order flow’ are a source of revenue for brokers, such regulation could portend a shift back to explicit transaction fees as they seek to maintain their top line. Adam is an Associate Financial Planning Nerd at Kitces.com. Executive Summary. Team Kitces.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 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!). We recognize (and appreciate!)

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 26, 2022

If you put in the hours in a busy urban center, you can easily make $100 per day. Working in a busy neighborhood close to lots of restaurants helps, too. Vacasa is a vacation home rental management company. To help you get started, I’ve compiled an exhaustive yet actionable list of 59 ways to make $100 per day. Are you ready?

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Advertising Sales Accounting Budgeting 130

CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. Executive Summary.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

FEBRUARY 2, 2022

Welcome back to the 264th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

SEPTEMBER 5, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. MILLER: Well, when we moved and we went through, we basically got the idea as a family to start a real estate appraisal business. We love it. MILLER: Yeah, yeah.

Sales 52

Sales Marketing Numbers Construction 52