Auditing Education Tax Planning 
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. First, a firm owner can consider how they want to conduct the audit, which can be performed themselves (though this can take time away from other responsibilities!), Bob Veres | Advisor Perspectives).
The CFO College
APRIL 8, 2021
Another key aspect of becoming a Valuable Expert is enhancing your education. Instructor : While continuing your education may seem obvious, many people overlook the importance of the “Instructor” aspect of “VIP.” You can do this through accumulating CPE credits and attending college or online training.
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CFO News Room
NOVEMBER 22, 2022
But then during what are we actually doing for clients, and we’re going… I view things as retirement planning, education planning, general tax, budget cash flow. And we make sure we have a plan for those things, and those are always updated. I know our education plan is on track for retirement.”
Global Finance
OCTOBER 31, 2024
Investment research and education is another trending area for consumer-oriented innovation. Further highlighting its ability to cultivate partnerships is a recent upgrade of Ping An’s family office business, which now provides wealth and health management, generational development, charitable planning, and legal and tax-planning services.
Barry Ritholtz
OCTOBER 19, 2022
That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product.
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