Remove Benchmarking Remove Education Remove Tax Planning
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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. And current holders of the CFP marks have a Continuing Education (CE) requirement of at least 30 hours every two years. Melanie Waddell | ThinkAdvisor).

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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

For working-age clients, advisors can play a valuable role by helping them navigate the complexities of their career, from analyzing the financial impact of changing jobs, to planning for a sabbatical , analyzing benefits packages, and ensuring their financial plan could survive a temporary bout of unemployment. Tax Planning.

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The 4 Keys to Building a 100% Remote Bookkeeping Practice

The CFO College

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. Another key aspect of becoming a Valuable Expert is enhancing your education. This means keeping up to date on products made and regulation changes within your industry.

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Connecting With Ultra-HNW Heirs By Fostering Family Trust

CFO News Room

Estate planning is commonly a big point of discussion, as well. And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games. .”

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World’s Best Private Banks 2025: Global Winners

Global Finance

These include first-class risk analytics and portfolio management services that serve as a benchmark for many in the industry. TM Best Private Bank For Client Education: Standard Bank Africa faces a major challenge in preserving generational wealth. Glaring gaps in education and financial literacy are key contributors.

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Transcript: Ted Seides

Barry Ritholtz

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.