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RBI Governor Sanjay Malhotra indicated the possibility of further interest rate cuts this year, citing a significant drop in inflation and steady economic growth. With inflation expected to remain below 3.7%, the MPC will consider both inflation and growth before making future decisions.
The transcript from this week’s, MiB: Richard Bernstein, CEO / CIO of RBA , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast.
From a Press Release dated July 2, 2025, Reston, VA Eftsure, a global leader in payment fraud prevention, has been named a Nacha Preferred Partner, joining a select group of technology providers recognized for advancing the ACH Network. Eftsure is designated as a Preferred Partner in three critical categories: Account Validation, Fraud Monitoring, and Risk and Fraud Prevention.
From Gut Feel to Real-Time, Why CFOs Must Build Finance Teams that Think in Dashboards There was a time when the finance function was purely backward-looking. Month-end meant printing reports, stacking spreadsheets, and explaining the past. But that era is gone, and frankly, good riddance. Modern CFOs are expected to know what’s happening in the business right now, and even more importantly, what’s likely to happen next.
Speaker: Jason Chester, Director, Product Management
In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.
In an exclusive development reported by ETCFO, NFRA has approved amendments to seven Indian Accounting Standards, including significant revisions to Ind AS 109—the country’s key standard for financial instruments. The NFRA board cleared all proposals unanimously at its meeting held on Thursday, June 10, 2025. The approved recommendations will now be sent to MCA for final notification and, if notified, will come into effect from April 1, 2026.
Financial planning meetings often fall into categories like "Fix Meetings" (where there is an urgent problem that both the advisor and client want to address), 'Fine Meetings' (where everything is on track and the advisor provides reinforcement), or 'Flourish Meetings' (where clients are thriving and the focus is on expanding possibilities). However, another type of meeting occurs when the client isn't in crisis but has clearly drifted off track (e.g., spending more than planned, which could lea
Financial planning meetings often fall into categories like "Fix Meetings" (where there is an urgent problem that both the advisor and client want to address), 'Fine Meetings' (where everything is on track and the advisor provides reinforcement), or 'Flourish Meetings' (where clients are thriving and the focus is on expanding possibilities). However, another type of meeting occurs when the client isn't in crisis but has clearly drifted off track (e.g., spending more than planned, which could lea
A cultural affinity with the United States and a year-round tropical climate have made the Dominican Republic an attractive destination for tourists from the north. But the number of visitors has trended downward and the new remittance tax in President Donald Trump’s “Big, Beautiful Bill” Act have highlighted the need for the island nation to accelerate its long march diversifying the economy.
From a Press Release dated July 2, 2025, London, UK Chaser , a leader in accounts receivable automation, has launched an AI email generator that streamlines how finance teams manage debtor communications. This new feature, announced in July 2025, allows teams to draft polite, payment-focused replies to debtor emails directly within the Chaser platform, eliminating the need to switch between multiple inboxes and software systems.
Climbing the Ladder Without Changing Ladders It is easy to romanticise the modern finance career as a fast-paced journey filled with lateral moves, high-impact projects, and strategic leaps across industries. But behind many successful CFOs lies a very different story. One shaped by consistency, trust, and years of growth within a single organisation.
JPMorgan Chase is launching a strategic financing solutions unit to offer alternative financing strategies to clients, tapping into the growing private credit market. This new unit will focus on structured private solutions, infrastructure finance, and direct lending. Warfield Price and Masi Yamada will co-head the SFS group, reporting to Kevin Foley and Brad Tully.
The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, with the regulator having talks with some state securities regulators (which would bear an increasing regulatory burden if the threshold were lifted
Optimizing Cash Flow: The Key to Receivables Modernization August 12 | 2:00 PM EDT Register Now Date Tuesday, August 12, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers Nathan Dixon, Deluxe Craig Jeffery, Strategic Treasurer Sponsored By Hosted By Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals.
Misconceptions and myths often shape our actions, sometimes to our detriment. For example, the idea, perpetuated by TV dramas, that you must wait 24 hours before reporting a missing person is false; immediate action increases the chances of a safe return. If Silver Alerts were delayed by a day, many more families would suffer unnecessary loss. (Photo by aisvri on Unsplash ) Collecting from business customers is no different.
When Josh Schauer joined Longview, a Toronto-based software company, he had no idea that a transformative chapter of his career was just a few years away. In 2020, Longview was acquired by insightsoftware—a turning point that brought both uncertainty and opportunity. “It’s kind of equal parts fear and optimism,” he tells us. “You wonder: Am I going to have a job coming out of this?
Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.
India's IPO market is booming. It may add $2 trillion to $3 trillion in market value in the next decade. IPOs have already raised over $6 billion this year. Many more deals are expected across various sectors. M&A activity is also increasing. Dealmaking in India is likely to remain strong as the economy grows.
As the financial advice profession has matured, behavioral finance has become an increasingly important element of modern advice. This holistic approach to financial advice, often referred to as life planning, focuses on helping the advisor understand the client’s financial history, deep-seated goals, and overall relationship with money, which can allow for more targeted and comprehensive advice.
The Fed at a Crossroads: Corporate Options August 13 | 2:00 PM EDT Register Now Date Wednesday, August 13, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers John Mosko, Federated Hermes Nick Tripodes, Federated Hermes John Wyda, Federated Hermes Craig Jeffery, Strategic Treasurer Sponsored By Hosted By Pending approval for up to 1.2 CTP/CCM and FPAC recertification credits by the Association for Financial Professionals Participants who attend this live session and resp
In May 2025, CreditSafe surveyed over 200 U.S. finance, procurement, and supply chain professionals to assess the impact of new U.S. import tariffs on business operations, supply chains, and financial planning. The survey included companies from the manufacturing, transportation, retail/wholesale, technology, and automotive sectors. The resulting report, Tarriff Risks in the Supply Chain , was published in July 2025 and makes clear that the new U.S. import tariffs have introduced significant ope
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
The relationship between business owners and their bankers is critical to maintain to ensure both short-term and long-term business health, and yet it's not talked about very often. H ow do you collaborate with your bankers during times of uncertainty? How do you make this critical relationship work to your benefit over the long term?
SEBI has proposed allowing credit rating agencies (CRAs) to rate financial products regulated by other financial sector regulators, even without specific guidelines from those regulators. CRAs must establish a separate unit within six months, maintaining a strict firewall from their SEBI-regulated activities. This move aims to leverage synergies and address industry gaps, requiring upfront disclosures to clients about unregulated activities.
Welcome everyone! Welcome to the 445th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is James Conole. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3 billion in assets under management for 630 client households. What's unique about James, though, is how his firm has experienced massive growth (expecting to grow its revenue from $4.6 million to more than $10 million in 2025 alone) thanks in part by attracting clien
Episode 367 Deepfakes & Payments Fraud: Is Treasury Prepared? In this episode, Craig Jeffery discusses the growing threat of deepfake-enabled fraud in treasury. From synthetic voice and video deception to the need for layered defenses and fast response plans, this conversation offers insights into how treasury professionals can prepare for and combat this evolving risk.
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
Let’s face it—just hearing the word “audit” can make even the most seasoned business owner a little uneasy. But here’s the truth: audits don’t have to be scary. In fact, with a little preparation and a solid mindset, they can be an opportunity to strengthen your financial systems and show off your company’s organizational muscle. […] The post How to Prepare Your Business for an Audit: Tips from a CFO appeared first on Capital CFO+.
For a financial advisor and their new client, the first year working together can be a particularly intense period, typically involving multiple in-person or virtual meetings. After this first year, though, the number of scheduled meetings typically declines, often including only one or two formal meetings per year to check on progress toward financial goals and answer questions.
Baridhi Malakar, PhD. BIO: Baridhi Malakar, PhD, is an independent researcher and Senior Model Risk Analyst at Western Alliance Bank, specializing in quantitative model validation and applied research. He earned his PhD in Finance and MS in Economics from the Georgia Institute of Technology. His research focused on municipal bonds and financial econometrics.
Savvy Treasury Teams Are Getting AI-Ready. Here’s How. August 19 | 2:00 PM EDT Register Now Date Tuesday, August 19, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers Yussuf Ali, Trovata Craig Jeffery, Strategic Treasurer Sponsored By Hosted By Approved for up to 1.2 CTP/CCM and FPAC recertification credits by the Association for Financial Professionals.
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.
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