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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

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How to Build a Remote-First Workforce Planning Model: Best Practices for Planning a Cost-Effective Hybrid Workforce

Onplan

How do you weigh and plan for the costs of such a change? In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. That should help you consider all the moving parts as you plan your strategy.

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Holding Onto Your Marketing Budget in a Downturn

CFO News Room

Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. For example, a viewer may react positively to a highly creative television commercial and go online to make a purchase — but it’s likely that the “last click” will get the credit for driving the sale.

Budgeting 130
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50% Risk-free Annual Returns

Barry Ritholtz

emphasis added) The red flags were there for anyone who could put their greed aside and simply focus on the math. Let’s assume this Ponzi scheme was more akin to MBS – a legitimate investment whose risk was discounted by aggressive sales, but one that eventually went bust. Never confuse risk-free returns with return-free risks.

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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

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. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

Planning 130
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Paytronix CEO Robbins Says DoorDash Still Has A Lot To Prove

PYMNTS

It represents about half of their sales volume on the platform. But Robbins predicts that by summer, the math is going to look a lot different in terms of the importance of that digital pipeline. And to the chains, stabilizing their relationships is a big deal, Robbins noted. The Big Challenges To Overcome .

Math 102
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My New ETF: 100% of Upside + 0% of Downside

Barry Ritholtz

At least, if you are a smart investor who does the right things: Set up a financial plan, manage your own behavior, engage in long-term thinking, and avoid reacting to the endless daily noise that markets + media generate. My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

Math 74