Communication Construction Tax Planning 
CFO News Room
DECEMBER 26, 2022
Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.
Barry Ritholtz
AUGUST 15, 2023
SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that. SEIDES: Correct.
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Barry Ritholtz
OCTOBER 19, 2022
So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll construct the portfolio. They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. And they bring a lot of value, right?
Global Finance
OCTOBER 31, 2024
China Construction Bank (CCB) introduced pensioner-friendly voice commands on its mobile app, in step with a government push to improve payment services for the elderly. Bank of Communications has expanded to offer boutique research and training modules for private banking clients.
CFO News Room
NOVEMBER 26, 2022
Often, current homeowners (perhaps afraid that their home values will fall amid new housing supply) push back against permitting reform that would allow for new, and denser, construction. Amid this thorny policy debate, advisors can help clients navigate this challenging housing environment. Meb Faber Research).
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