Nerd's Eye View

NOVEMBER 15, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits.

Benchmarking 98

Benchmarking Tax Planning Investments Planning 98

CFO Plans

NOVEMBER 10, 2024

For businesses poised for expansion, understanding and strategically planning for these costs isn’t just advantageous—it’s essential for success. Optimize Your Hiring Strategy with CFO Plans Business Tax Planning as a Route to Savings In financial management, business tax planning is often an overlooked yet vital component.

Tax Planning 52

Tax Planning Benchmarking Risk Management Compliance 52

VCFO

NOVEMBER 1, 2023

Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. It seems obvious, but actively reviewing actual vs. planned results and understanding the variables at play is imperative to identifying areas of improvement.

Finance 88

Finance Strategic Planning Auditing CFO 88

Planful

SEPTEMBER 22, 2016

What are some of the biggest problems with the annual budget, and how can teams improve budget planning? After all, a budget is simply a financial plan for a set duration of the company, including the projected income and expenses of the business. Rely on benchmarks and external indicators to improve accuracy.

Budgeting 40

Budgeting Financial Planning and Analysis (FP&A) Strategic Planning Forecasting 40

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. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Communication 130

Communication Planning Education Numbers 130

The CFO College

APRIL 8, 2021

You’ll really want to delve into the pain points of business owners (saving money, reducing tax burden, and increasing bottom line), tax opportunities and planning, and GAAP accounting and solutions. You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

Barry Ritholtz

AUGUST 15, 2023

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.

Investments 52

Investments Benchmarking Marketing Treasury 52