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2025

Strategic Planning

Validea’s Top 10 High Insider Ownership Stocks | January 2025

Validea

JANUARY 9, 2025

This alignment means insiders will feel the same financial impact of their decisions as other shareholders, whether positive or negative, which often leads to more thoughtful capital allocation and strategic planning. Here are Validea’s top 10 high insider ownership stocks for January 2025. Start a Free Trial!

Strategic Planning

Strategic Planning Management Planning Investing

NAIFA's Mayeux Offers His Expertise on 'The Financially Astute Association'

NAIFA Advisor Today

JULY 28, 2022

NAIFA CEO Kevin Mayeux, CAE , who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.

Strategic Planning

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Webinars

Book of Secrets on the Month-End Close

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

Trending Sources

NAIFA is a Proud Sponsor of TJ Johnson as Announced at The American College's 2022 CAAFP

NAIFA Advisor Today

AUGUST 9, 2022

NAIFA's 2025 Strategic Plan includes both a focus on DEI initiatives , as well as an emphasis to support programs that develop the next generation of financial security professionals. Gandy and Johnson were able to meet at the event and connect with several additional NAIFA members.

Strategic Planning

Strategic Planning Financial Services Financial Advisor Insurance

Webinars

Book of Secrets on the Month-End Close

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

What Do Financial Advisors Do?

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Coordinate estate and trust planning to preserve wealth. What Do Financial Advisors Do?

Financial Advisor

Financial Advisor Strategic Planning Estate Planning Retirement

Chris Gandy to Receive the 2022 NAIFA Diversity Champion Award

NAIFA Advisor Today

OCTOBER 21, 2022

He was also a member of the NAIFA 2025 Strategic Planning Committee, which developed the NAIFA 2025 strategic plan with a goal of increasing DEI in the association and industry.

Strategic Planning

Strategic Planning Financial Services Insurance Planning

NAIFA Advocates for the Economic Security of Women

NAIFA Advisor Today

MARCH 30, 2023

The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.

Economics

Economics Financial Services Strategic Planning Financial Advisor

Exclusive interview with Umar Balwa, MD of Sealmatic India, on growth and future plans

Trade Brains

AUGUST 1, 2024

We are on track with our growth prospect of 20% for the FY 2025. Is the company planning any capital expenditures (capex) in the next 3 to 5 years? Does the company have any plans to establish a unit in other countries? Could you provide insights into your strategic plans and anticipated milestones?

Planning

Planning Manufacturing Investing Investments

2021 Year-End Planning Letter

Brown Advisory

NOVEMBER 5, 2021

Formulating a plan to take the first incremental steps and assessing regularly are critical. We have created a streamlined process to guiding these discussions and developing a family strategic plan.

Planning

Planning Tax Planning Taxes Clients

2019 Year-End Planning Letter

Brown Advisory

NOVEMBER 1, 2019

Because that sunset doesn’t occur until the end of 2025—six years from now—some clients may not feel an urgency to engage in significant planning right now, but there are a variety of planning actions related to the new tax law that merit attention in the near term, and in some cases before the end of the calendar year.

Planning

Planning Taxes Clients Assets

Q2 State of NAIFA Presented by Cothron, Mayeux, and Boyle

NAIFA Advisor Today

MARCH 15, 2024

NAIFA members, mark your calendars for April 11th at 12 pm Eastern for the Q2 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Strategic Planning

Strategic Planning Planning

Transcript: Victor Khosla, Strategic Value Partners

The Big Picture

SEPTEMBER 23, 2024

I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. 00:58:48 [Speaker Changed] It, it points to the fact that you, you know, I think you were saying Barry lived till 2025. This business is just starting.

Banking

Banking Investing Investments Assets

2023 Year-End Planning Letter: Reflections and Perspectives

Brown Advisory

DECEMBER 1, 2023

This year, our letter will focus on some of our clients’ big-picture questions, such as: Have our priorities changed or shifted in ways that may alter our current strategic plans? A framework for this planning is contained in the chart below. How do I/we: help make our family’s relationships stronger and more resilient?

Planning

Planning Strategic Planning Taxes Clients

Strategic Planning in Volatile Markets

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. We are working to help you take those steps forward.

Strategic Planning

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Strategic Planning in Volatile Markets

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.

Strategic Planning

Strategic Planning Planning Marketing Marketing

2020 Year-End Planning Letter

Brown Advisory

NOVEMBER 19, 2020

While financial plans should certainly play an important part in the discussions, it is often helpful to begin by focusing on issues of character, leadership, and stewardship, particularly when various family members bring to the table differing levels of experience and sophistication on all that is needed for a comprehensive planning dialogue.

Planning

Planning Taxes Clients Assets

Validea’s Top 10 High Insider Ownership Stocks | January 2025

NAIFA's Mayeux Offers His Expertise on 'The Financially Astute Association'

Webinars

Trending Sources

NAIFA is a Proud Sponsor of TJ Johnson as Announced at The American College's 2022 CAAFP

Webinars

What Do Financial Advisors Do?

Chris Gandy to Receive the 2022 NAIFA Diversity Champion Award

NAIFA Advocates for the Economic Security of Women

Exclusive interview with Umar Balwa, MD of Sealmatic India, on growth and future plans

2021 Year-End Planning Letter

2019 Year-End Planning Letter

Q2 State of NAIFA Presented by Cothron, Mayeux, and Boyle

Transcript: Victor Khosla, Strategic Value Partners

2023 Year-End Planning Letter: Reflections and Perspectives

Strategic Planning in Volatile Markets

Strategic Planning in Volatile Markets

2020 Year-End Planning Letter

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