The Motley Fool

MARCH 27, 2024

In addition, a joint report by the Semiconductor Industry Association (SIA) and Boston Consulting Group (BCG) says that Taiwan accounts for a whopping 92% of wafer fabrication capacity for advanced logic chips -- chips manufactured using a technology process of under 10nm -- globally. It already counts Nvidia, Boeing , and the U.S.

Investing 241

Investing Consulting Consultants Prospects 241

The Motley Fool

JULY 31, 2024

While the consulting segment was a bit of a weak spot, a strong software segment and surprising growth from the infrastructure segment were enough to push revenue at constant currency up 4% year over year. The consulting segment grew revenue by just 2% at constant currency in the second quarter as it was weighed down by this reality.

Consulting 130

Consulting Consultants Prospects Taxes 130

Indigo Marketing Agency

JANUARY 3, 2025

Your prospects arent just going to come knocking at your door. Building effective marketing assets, like videos, guides, and case studies, is essential for advisors looking to attract and convert prospects. Checklists or Worksheets: These practical tools offer prospects actionable steps they can immediately apply.

Prospects 52

Prospects Assets Taxes Education 52

The Motley Fool

JANUARY 31, 2025

Finally, wealth solutions delivered 8% organic revenue growth in Q4, driven by continued strong demand for pension risk transfer consulting, regulatory work from policy changes across the U.K. Moving to interest, other income and taxes on Slide 11. Also embedded in this guidance is an expected tax rate of 19.5%

Leveraging 130

Leveraging Taxes Capital Shareholders 130

Sara Grillo

FEBRUARY 12, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. People only do their taxes because they don’t want to go to jail. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Consulting 105

Consulting Consultants Taxes Prospects 105

The Motley Fool

NOVEMBER 10, 2024

per share this time around, that dip reflected a one-time tax payment. That's a prospect being suggested by technology market research firm and consultancy Gartner. Just know that there are companies with more certain growth prospects out there right now. billion in the process. While profits slipped from $1.46

Prospects 130

Prospects Consulting Consultants Accounting 130

The Motley Fool

DECEMBER 4, 2023

I wish I'd spent more time in school learning about calculating income taxes and how credit card interest works, rather than square dancing and practicing cursive handwriting. If you need help with money matters, you're not alone, and consulting with a professional is one of the best ways to get a better handle on your finances.

Debt 130

Debt Financing Finance Consulting 130

The Motley Fool

JANUARY 4, 2024

growth outlook from consulting firm FMI. The past four reported quarters include two quarters crimped by the lingering impact of the COVID-19 pandemic, the sheer scope and speed of 2022's inflation growth, and a handful of tax-related matters. A bargain stock ready to rally A high-growth prospect?

Amortization 130

Amortization Depreciation Consulting Consultants 130

The Motley Fool

SEPTEMBER 10, 2023

Most pro football fans want to bet Based on a survey commissioned by the American Gaming Association (AGA) and performed by Morning Consult late last month, 73.5 DraftKings' losses are shrinking too, and have even swung to an earnings before interest, taxes, depreciation, and amortization (EBITDA) profit for the quarter ended in June.

Legal 130

Legal Amortization Depreciation Consulting 130

The Motley Fool

NOVEMBER 7, 2024

a key supplier of building materials, and Booz Allen Hamilton , a consulting firm known for its expertise in technology and analytics. Over the prior 10 years, the Vanguard Growth Index Fund has achieved total returns of 319%, assuming reinvestment of distributions in a tax-advantaged account. SPX data by YCharts.

Exchange-Traded Funds 130

Exchange-Traded Funds Consulting Consultants Funds 130

Axial

FEBRUARY 11, 2025

Get started by connecting with an Axial Exit Consultant , or read on for more about the factors that decide the best time to sell a business. Prospective buyers use this to assess cash flow, understand your companys suitability for a debt-financed acquisition, and easily compare it to others.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Consulting Consultants 40

Sara Grillo

AUGUST 15, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The key benefits derived are: Tax optimization Portfolio customization. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Consulting 98

Consulting Consultants Prospects Portfolios 98

Sara Grillo

MAY 9, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. 2 Tax harvesting benefits are exaggerated. All the direct indexing providers advertise the benefits of tax loss harvesting. Tax loss harvesting can also be very hard to control.

Portfolios 72

Portfolios Consulting Consultants Taxes 72

The Motley Fool

FEBRUARY 8, 2024

Next, a change in profit before income tax for nine months and compared to the same period last fiscal year. Profit before income taxes, despite a decrease in equity method profit mainly from China due to an increase in operating profit, interest income, and other profits was increased by JPY 405.1 The change factors are as follows.

Taxes 245

Taxes Financing Finance Capital 245

Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. Financial paraplanners can be recent college graduates with no work experience, or may also be career changers with an extensive background in other areas that can add more value to an RIA owner, such as tax professionals. So please subscribe!

Consulting 98

Consulting Consultants Legal Taxes 98

Indigo Marketing Agency

FEBRUARY 2, 2023

Last month, Indigo’s very own Digital Marketing Consultant, Katie Cress, was asked to speak at the Heath Walters’ Financial Innovation Summit in Tampa, Florida. For instance, the Heath Walters Institute offers on-demand tax planning and support for financial advisors who want to better serve their high-net-worth clientele.

Leveraging 81

Leveraging Prospects Consulting Consultants 81

The Motley Fool

OCTOBER 31, 2024

This is driven by a noncash after-tax net realized investment loss of $1 billion or $3.69 In the third quarter, we also recorded other after-tax net special item charges of $162 million or $0.58 billion and pre-tax adjusted earnings grew 9% to $1.9 per share related to VillageMD. billion, slightly ahead of expectations.

Leveraging 130

Leveraging Capital Taxes Shareholders 130

The Motley Fool

JANUARY 30, 2025

We generated 7% underlying revenue growth continuing our best stretch of growth in more than two decades with both risk and insurance services and consulting delivering strong results. Revenue grew 7% on an underlying basis with 8% growth in RIS and 6% in consulting. benefit from favorable discrete tax items and a $0.02

Companies 130

Companies Consulting Consultants Taxes 130

Indigo Marketing Agency

JULY 23, 2024

Solution Offering It offers a solution: “Achieving your goals requires seasoned, thoughtful investment advice and comprehensive tax and financial planning.” Community Engagement Westover also invites prospects to their events, fostering community engagement. Professional Financial Advisors, LLC What does PFA do right?

Prospects 98

Prospects Education Consulting Consultants 98

Indigo Marketing Agency

MARCH 10, 2025

Joe Dowdall isnt just posting on social mediahes using it as a tool to educate, engage, and convert prospects into clients. Instead of just talking about taxes in retirement, Joe presents a clear problem (overpaying taxes) and an actionable solution (his free video series on tax planning through retirement).

Taxes 64

Taxes Prospects Education Consulting 64

Axial

OCTOBER 21, 2024

Resolve any outstanding tax issues, make sure your financial statements are accurate, and address any discrepancies. We then pair you with an Exit Consultant who learns more about your business and your exit goals. When you use Axial to find an advisor , your Exit Consultant guides you through the interview process.

Due Diligence 97

Due Diligence Mergers and Acquisitions Consulting Consultants 97

Pension Pulse

SEPTEMBER 21, 2023

The third-party report, compiled by consultant LifeWorks, attributes the figure to Alberta's high employment rates, young population, and higher pensionable earnings, which it claims has meant the province has sent billions more into the CPP compared to what it has received. That's more than half of the fund's estimated total net assets.

Pension Funds 104

Pension Funds Assets Consulting Consultants 104

The Motley Fool

JANUARY 25, 2024

Revenue grew 7% on an underlying basis with 8% growth in RIS and 7% in consulting. In the consulting segment, fourth-quarter revenue was $2.3 Consulting operating income was $443 million, and adjusted operating income was $480 million, up 18%. For the full year, consulting revenue was $8.7 This compares with 22.9%

Companies 100

Companies Securities and Exchange Commission (SEC) Mergers and Acquisitions Consulting 100

The Motley Fool

FEBRUARY 22, 2024

They act not only as product suppliers, but technical experts who consult and help customers through their development and scale-up challenges. As a result of shifting to a GAAP-based pre-tax loss in 2023 and assessing our forward-looking GAAP book income projections. Acquisitions remain a key component of our strategy moving forward.

Taxes 130

Taxes Liabilities Banks Assets 130

The Motley Fool

MAY 1, 2024

For a supposedly mature gold district, Nevada remains a highly prospective tier 1 terrain for our exploration team. The Yalea district remains highly prospective. So it's a particularly good piece of work, all the consultation, everything. Our engagement with the government is continuing on that basis.

Assets 246

Assets Shareholders Capital Banks 246

Diamond Consultants

OCTOBER 10, 2023

Advisors continue to break away from captive environments for independence, with some 6,873 making the leap in 2022 according to the Diamond Consultants Advisor Transition Report. The answer starts and ends with growth. Plus, they’re flexible with how they price relationships including planning retainers and subscription fees.

Consulting 52

Consulting Consultants Prospects Taxes 52

The Motley Fool

NOVEMBER 1, 2023

Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. For the third quarter, we reported a GAAP net loss of $143 million, which included a $110 million tax provision expense. And it provides several benefits to prospects and customers.

Education 130

Education Assets Leveraging Debt 130

Sara Grillo

FEBRUARY 2, 2024

How do I start prospecting and gain local clients? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Are you ready to go out and prospect like crazy, whoo hoo? . “ I just moved to a new city. Please sign up here !

Consulting 52

Consulting Consultants Prospects Taxes 52

Mainsail

SEPTEMBER 27, 2024

This is useful for moderately complex pricing models and for products whose prospects demonstrate a range of willingness to pay. Prioritize the user experience for an effective pricing page The successful pricing pages prioritize the user experience to reduce buyer friction and increase the prospects’ excitement about your product.

Prospects 52

Prospects Best Practices Collateral Leveraging 52

Sara Grillo

JULY 8, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. My Portfolio Manager and I have a standing hour set aside each week to identify tax loss harvesting opportunities or households that might need rebalancing. So please subscribe!

Prospects 59

Prospects Consulting Consultants Best Practices 59

The Motley Fool

SEPTEMBER 11, 2024

Additionally, please note that remarks made about the future expectations, plans and prospects of the company constitute forward-looking statements. As we look toward the future, we have kicked off a formalized expense efficiency initiative with the help of an outside consultant. million compared to $62.6 million in the prior year.

Taxes 130

Taxes Leveraging Consulting Consultants 130

The Motley Fool

SEPTEMBER 5, 2024

I would now like to turn the presentation over to your host for today's conference, Julie Kerekes, treasurer and senior managing director of global tax and investor relations. Julie Kerekes -- Senior Managing Director, Global Tax and Investor Relations Thank you, and good morning, everyone. You may begin. compared with 47.6%

Leveraging 130

Leveraging Taxes Capital Shareholders 130

Sara Grillo

OCTOBER 16, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. He believes that this formula is ‘cleaner’ than a more tradition process, because it’s simply a cash in/cash out formula, with no taxes or hidden fees. What is AG-48, anyways?

Consulting 52

Consulting Consultants Taxes Prospects 52

Indigo Marketing Agency

JUNE 20, 2023

For financial advisors, leveraging platforms like Google can significantly enhance your visibility and help you attract new prospects. An ad can do its job perfectly—resonate with a prospective client and attract them to your website. This increases relevance and encourages the prospective client to explore your website further.

Bidding 52

Bidding Prospects Best Practices Taxes 52

The Motley Fool

AUGUST 7, 2023

SkyWater has engaged outside consultants to help craft our operational execution to further optimize our TaaS business model. Similar to Q1, the recent accounting change related to accruing bad debt on a prospective basis added an additional $1.4 million of third-party consulting fees in support of longer-term growth initiatives.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Consulting Consultants Depreciation 100

Indigo Marketing Agency

MARCH 6, 2023

It should not be construed as providing investment, legal, and/or tax advice. To determine what may be appropriate for you, consult your financial advisor. How Indigo Can Help Marketing plays a significant role in communicating your firm’s culture to prospects. This article represents the opinion of Mitlin Financial Inc.

Prospects 52

Prospects Best Practices Consulting Consultants 52

The Motley Fool

JUNE 6, 2024

I would now like to turn the presentation over to your host for today's conference, Julie Kerekes, senior managing director of global tax and investor relations. Julie Kerekes -- Treasurer and Senior Managing Director of Global Tax and Investor Relations Thank you, and good morning, everyone. Please proceed, Ms. a year ago.

Taxes 130

Taxes Leveraging Financing Finance 130