Future CFO

APRIL 1, 2024

To catalyse these plans, they will need to collaborate with other business units to ensure that the company’s investment strategies are closely aligned with the firm’s financial plans. With their financial background, they are often involved in transformation strategies closely tied to the firm’s performance.

Risk Management 52

Risk Management Finance Practice Management Planning 52

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. So, there was somebody on our team that handled more of the enrollments and maybe just an investment change or website help.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 27, 2022

We just haven’t really had the opportunity to invest in this relationship with you, and we recognize that maybe we missed that a little with growing so quickly to 1,800 clients. We’ve gone through a whole practice management advisory group. John: That’s right. That’s correct. You transitioned quickly.

Mergers and Acquisitions (M&A) 130

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

Nerd's Eye View

AUGUST 23, 2024

The survey found that most firms fall into the middle category, utilizing tech in categories that provide an assessed high return on investment (e.g., financial planning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories.

Prioritization 98

Prioritization Practice Management Budgeting Investments 98

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Nerd's Eye View

MARCH 10, 2023

While the budget almost certainly will face stiff resistance in a divided Congress, proposals that could affect financial advisors and their clients include increasing the top income and capital gains tax rates, raising the Net Investment Income Tax rate and applying it to pass-through income, and increasing the amount of the child tax credit.

Tax Planning 98

Tax Planning Budgeting Practice Management Planning 98

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. While clients are often aware of the potential for capital gains when selling an investment, they might be less familiar with capital gains distributions.

Planning 130

Planning Leadership Accounting Healthcare 130

The Finance Weekly

APRIL 13, 2022

Practice management softwares help create more efficient tax teams by simplifying activities such as assigning tasks, automating workflows, and getting approvals. Pixie and , AccountancyManager are a few of the leaders in accounting practice management softwares. 3) Diversify tax exposure. Conclusion.

Communication 52

Communication Practice Management Budgeting Forecasting 52