Trending Articles

article thumbnail

GENIUS Act puts renewed spotlight on stablecoins, digital assets

CFO Dive

The regulatory clarity the GENIUS Act proposes to bring to the stablecoin space can help ease some of the worries of more conservative entities, such as CFOs, examining the space, EY’s Paul Brody said.

249
249
article thumbnail

Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

How advisory firms charge for financial advice has long been a central question in the profession. While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

How Mid-Market Leaders Use SAP Cloud ERP to Grow Globally

Navigator SAP

Discover how fast-growing mid-market companies leverage SAP Cloud ERP to scale operations, enter new markets, and drive international growth.

SAP 207
article thumbnail

Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. investors found that while 96% of respondents said they trust their (human) financial advisor, only 29% said they trust algorithms, suggesting that consumers continue to impose a "trust penalty" on algorithmically generated advice.

article thumbnail

Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

article thumbnail

5-year TIPS reopening auction gets real yield of 1.650% to good demand

Tips Watch

By David Enna, Tipswatch.com The Treasury’s offering of $23 billion in a reopened 5-year Treasury Inflation-Protected Security – CUSIP 91282CNB3 – generated a real yield to maturity of 1.650%, close to what the market expected.

More Trending

article thumbnail

How ‘EQ’ strengthens a finance team

CFO Dive

Building a “culture of emotional intelligence” in which a CFO’s staff feels supported and valued is key to retaining top talent, an associate professor at University of New Hampshire’s business school asserts.

Finance 248
article thumbnail

Difference between SAP Cloud ERP and SAP S/4HANA Cloud Public Edition

Navigator SAP

If you’ve been hearing the terms "SAP Cloud ERP" and "SAP S/4HANA Cloud Public Edition" used interchangeably and wondering what the difference is, the answer is simple: there is no difference, at least not anymore. In 2025, SAP officially grouped its products "SAP S/4HANA Cloud Public Edition" and "SAP S/4HANA Cloud Private Edition' into SAP Cloud ERP.

SAP 130
article thumbnail

Bayesian Edge Investing: A Framework for Smarter Portfolio Allocation

CFA Institute

Sandeep Srinivas, CFA is a partner and fund manager at FIM Partners in Dubai. He oversees a substantial asset base across Frontier Emerging Markets and the Middle East. He spends significant time on in-depth investigation of business models to uncover opportunities for long-term, value-driven investments. Srinivas’s disciplined, patient investment approach focuses on identifying high-quality, undervalued assets to drive sustainable growth and capital preservation.

article thumbnail

From Red to Black: CFO Strategies That Drive Organisational Turnarounds 

CFO Talks

From Red to Black: CFO Strategies That Drive Organisational Turnarounds When an organisation faces financial distress, the Chief Financial Officer becomes a pivotal figure in determining whether the business continues to decline or begins the path to recovery. Leading a company from financial loss to profitability requires far more than cost-cutting or boosting revenue.

CFO 52
article thumbnail

Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

article thumbnail

Cyberattacks top list of global business concerns, Kroll finds

CFO Dive

Many companies feel unprepared to comply with global privacy and security rules, according to the advisory firm’s annual business sentiment survey.

article thumbnail

The (Uncertain) Payoff from Alternative Investments: Many a slip between the cup and the lip?

Musings on Markets

It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. It is also true that in the process, we are ignoring vast swaths of the investment universe, from other asset classes (real estate, collectibles, cryptos) to private holdings (VC, PE) to strategies that short stocks or use derivatives (hedge funds).

article thumbnail

Addressing Uncertainty, Driving Change: The Innovators

Global Finance

Uncertain times call for innovative thinking and a greater focus on both future-proofing and resilience. Accordingly, many of the innovations this year’s award winners are putting in place focus on two imperatives: minimizing the risk of obsolescence or failure when facing unforeseen circumstances and developing greater agility to adapt and thrive in the face of future uncertainties and disruptions.

Finance 52
article thumbnail

Singapore Floats Retail Access to Private Markets: Next Frontier for Asset Managers?

CFA Institute

Singapore’s proposal to democratize private markets signals a shift in retail investing—raising opportunities and risks for investors, managers, and regulators.

Retail 64
article thumbnail

Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

article thumbnail

The CFO Confessional: Bless Me, Market, For I Have Sinned 

CFO Talks

The CFO Confessional: Bless Me, Market, For I Have Sinned When a corporate scandal breaks, it sends shockwaves far beyond the headlines. Stakeholders lose faith, employees question their future, and market confidence deteriorates. The organisation is no longer assessed solely on its performance but also on its integrity. In these moments, the role of the Chief Financial Officer becomes especially critical.

CFO 52
article thumbnail

SEC taps alum as chief accountant

CFO Dive

EY veteran Kurt Hohl is rejoining the agency as controversial legislation advancing in Congress would fold the duties of the Public Company Accounting Oversight Board into the SEC.

article thumbnail

Jill on Money: How Not To Invest

The Big Picture

Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them. The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money.

article thumbnail

The Liability Risk Of Giving Inadvertent Tax Advice (And How To Avoid It)

Nerd's Eye View

In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime.

article thumbnail

Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

article thumbnail

Search Funds: A Strategic Investment in Underserved Markets

CFA Institute

Search funds stand out as a valuable alternative asset class, offering diversification, alpha potential, and operational upside in underserved markets.

article thumbnail

The Rise of the Strategic CFO with Dr. Huruda D’Castro Malungane : ESG, Ethical Leadership, and Breaking the Isolation in Africa

CFO Talks

The Rise of the Strategic CFO with Dr. Huruda de Castro Malungane : ESG, Ethical Leadership, and Breaking the Isolation in Africa In a captivating episode of CFO Club Conversations , Leana van der Merwe speaks with Dr. Huruda D’Castro Malungane, an extraordinary leader at the intersection of finance, governance, risk, and human capital. As the Head of Finance, Acting Head of Risk Management, and Country HR Lead at Liberty Health, and the founder of the CFO Forum in Mozambique, Dr.

article thumbnail

NY passes CPA pathways legislation as Florida punts

CFO Dive

Since late last year at least 19 states — now including New York — have passed legislation providing alternative paths to CPA licensure to ease the accounting talent shortage.

article thumbnail

Comparing M&A Synergies: What Matters Most in Private Equity Add-Ons?

E78 Partners

Private equity sponsors pursue add-on acquisitions to accelerate platform growth, expand capabilities, and unlock synergies. But not all synergies carry equal weight. Some deliver immediate impact on EBITDA, while others take longer to materialize or fail to scale across the combined organization. Successful firms prioritize the right synergies from Day One.

article thumbnail

How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

article thumbnail

CFO Corner: Rouven Bergmann, Dassault Systemes

Global Finance

Global Finance : Since you joined Dasault Systemes, what has been the most challenging period, and why? Rouven Bergmann: The balance of managing long term and short term is always the biggest struggle for the CFO. You have to create the capacity to invest in the long term, but you also have to manage performance quarter to quarter. Certainly, 2024 was a difficult year, because of volatility in the end markets.

CFO 52
article thumbnail

1107: When Finance Leads with a CEO Mindset | John Rettig, CFO, Bill

CFO Thought Leader

What sets John Rettig’s CFO journey apart from most is not just its length—spanning more than two decades—but its unusual symmetry. His CFO career roughly divides into two decade-long tenures: first helping scale a digital advertising firm from $15 million to $250 million in revenue, and now serving as CFO of Bill, where he’s helped lead the company from startup to public market success.

52
article thumbnail

Too Many Cooks or Just One Overpaid Chef? Rethinking Who Calls the Shots 

CFO Talks

Too Many Cooks or Just One Overpaid Chef? Rethinking Who Calls the Shots When a business is trying to recover from financial strain or operational failure, structure matters more than most leaders realise. The way decisions are made can either help the business respond faster or trap it in red tape. During a recovery, choosing between a centralised or decentralised approach is not just a theoretical exercise.

CFO 52
article thumbnail

7 CFO tips for thriving despite ‘perma-crisis’ turmoil

CFO Dive

“Foundational rules for risk management have been fundamentally altered forever," the former CEO of the Institute of Internal Auditors said.

article thumbnail

Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.