PYMNTS

AUGUST 3, 2016

Ninety percent of the $10 trillion “push” payments market opportunity is concentrated in a variety of disbursements made between businesses and consumers that today rely on cash, checks and ACH to move money between those parties. Cecelia Frew, SVP of Visa Direct U.S.

Planning 50

Planning Concentration Healthcare Accounting 50

PYMNTS

JUNE 15, 2017

These solutions span the gamut of B2B payments ’ needs — virtual cards, accounts payable automation and data analytics, to name but a few. But what Bindra says makes Visa’s approach to commercial payments innovation unique is its philosophy for designing and then getting those innovative solutions to market at scale — securely and reliably.

B2B 64

B2B Accounts Payable Concentration Healthcare 64

CFO Thought Leader

DECEMBER 5, 2023

Read More “MDA wanted to have an office near every local television station that was participating in the Telethon broadcast,” explains Kennedy, who notes that the MDA offices needed to compete with local Girl Scout troops and firefighters to secure fundraising airtime on the local affiliates. Kennedy: The MDA is a tremendous organization.

CFO 52

CFO Finance Healthcare Concentration 52

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). The first of these questions asks clients to dream about their future and freedom, brainstorming how they would live their life if they were financially secure.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 29, 2022

For the most part, we also have, out of those 195, a lot of those are also some legacy clients that have been around for a very long time, that maybe have brokerage accounts that are no longer advisory, right, so, but I am including that in there. Or how do we work around a concentrated stock position, right? ” Right?

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s much more about security selection and a relatively static portfolio construction. SEIDES: So it’s Hartford HealthCare. RITHOLTZ: Sure.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

DECEMBER 6, 2022

And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product. So we were getting questions from clients that they wanted to play in China, but they didn’t want to just buy the China large cap product, they wanted to invest in China healthcare, or China technology, or China energy.

Investments 61

Investments Marketing Numbers Risk Management 61