Remove 2010 Remove Clients Remove Strategic Planning
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John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

Steve Sanduski

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Some of these firms are growing organically, many more are only growing at the rate of market returns.

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Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

Since 2010, there has been a 20% decrease in accounting graduates. Understaffed tax teams often struggle to keep pace with these changes, increasing the risk of errors, missed deadlines, and potential penalties for both the firm and their clients. Clients expect prompt and insightful advice.

Taxes 52
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Investment Perspectives | Liquidity & Volatility

Brown Advisory

In the ensuing six years, this measure of volatility steadily declined, except for brief spikes in mid-2010 and late 2011. To be sure, we are not suggesting that clients try to “time” the market. Barring the need for a large lump-sum withdrawal, most clients’ cash requirements are reasonably predictable from period to period.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. And those folks are very often my clients. You didn’t even have Uber in 2010. 00:04:02 That’s what value add software was originally. Just let me buy the market and forget about it.

Assets 173
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Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

Since 2010, there has been a 20% decrease in accounting graduates. Understaffed tax teams often struggle to keep pace with these changes, increasing the risk of errors, missed deadlines, and potential penalties for both the firm and their clients. Clients expect prompt and insightful advice.

Taxes 52