CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

Tax Planning 96

Tax Planning Practice Management Planning Communication 96

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.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 15, 2022

And that is a very simple, it’s easy to communicate, and it’s very clear. Leveraging Corporate Employee Benefit Workshops To Increase Client Growth [51:13]. Like, when we have the visits of the division, they have the software that handles the signups, they communicate with the division about those. Team Kitces.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Planning 130

Planning Education Investments Benchmarking 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we look at estate planning.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

OCTOBER 19, 2022

So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right?

Investments 114

Investments Profit and Loss Education Advertising 114

Global Finance

OCTOBER 31, 2024

Bank of Communications has expanded to offer boutique research and training modules for private banking clients. The bank’s charitable planning unit, an industry pioneer, managed more than ¥100 million as of January, with nearly 40,000 professionals supporting some 200,000 beneficiaries.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

CFO News Room

NOVEMBER 26, 2022

A first step toward reducing this conflict (while still trying to communicate advice to the parent) is to avoid coming across as patronizing or overbearing (even if unintentionally). This can often be accomplished by considering the parent’s perspective; perhaps their upbringing left them with different attitudes or preferences (e.g.,

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing. She left there, she became a crisis communications expert.

Marketing 112

Marketing Banking Treasury Profit and Loss 112