CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO Plans

OCTOBER 9, 2024

The Importance of Business Tax Optimization Business tax optimization is crucial for any company seeking to minimize its tax liabilities while boosting its financial performance. By effectively leveraging business tax deductions, companies can reduce their taxable income, releasing capital for reinvestment and innovation.

Compliance 52

Compliance Tax Planning CFO Concentration 52

Nerd's Eye View

JUNE 7, 2024

Nonetheless, respondents (particularly those in younger generations) do not see this as an either-or choice, but rather anticipate benefitting from working with human advisors who leverage AI tools for certain tasks (e.g., detecting fraud or analyzing data) to provide a better client experience!

Concentration 69

Concentration Analyzing Data Tax Planning Leverage 69

CFO News Room

NOVEMBER 28, 2022

Along with designing a client’s asset allocation , optimizing asset location is another way advisors can add value as putting different investments in taxable versus tax-deferred accounts can have a significant impact on after-tax returns. Tax Planning. Psychology Of Financial Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – Despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Global Finance

OCTOBER 31, 2024

That level of concentration defines ICBC, the world’s largest bank by assets and winner of this year’s Best Corporate Bank award. 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) Manufacturing Risk Management Construction 52

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