The Big Picture

AUGUST 4, 2025

So it was mostly leveraged buyouts, venture capital. Today our public equity markets have never been more concentrated. 00:16:04 [Speaker Changed] So if you look at total fundraising, again, all private markets fundraising, it accounts for about 2% of the MSCI market cap. And we were again, a manager of managers.

Mergers and Acquisitions (M&A)

Barry Ritholtz

MARCH 17, 2025

I was an accounting major for a good period of time. I got well into the upper division stuff, and then I couldn’t imagine myself as an accountant. But it still doesn’t pose a financing challenge as the central bank is just crediting bank accounts. But that generally involves leverage, right?

Budgeting

The Big Picture

JUNE 16, 2025

And so I was going to have to invest and save on my own account to accomplish that. Barry Ritholtz : And footnote Roger Lowenstein, when genius failed, is so instructive, not just because of the things you are referring to, failing to learn from history, the danger of leverage and, you know, tiny inefficiencies. The same mistakes.

Math

Barry Ritholtz

MARCH 4, 2025

And I also wanted to make sure that I was going somewhere that would really leverage the quantitative skills that I was acquiring at Chicago. 00:15:17 [Speaker Changed] So really what you’re saying is from a checking account up to a, a secondary financing private debt up to an IPO. Barry Ritholtz : So that makes a lot of sense.

Banking

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage

CFO Simplified

APRIL 15, 2022

How many customers account for 80% of your sales? Customer concentration had become an ever-bigger problem as borrowing increased. Significant Findings and Recommendations: Reduce Customer Concentration. The quantity seemed to grow over time, as the accounting department turned a blind eye. Rank your customer base.

Concentration

Barry Ritholtz

AUGUST 26, 2022

My examples of overpriced, low-performing, abusive account management have been derided as outliers. As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets.

Concentration

Nerd's Eye View

JUNE 7, 2024

Nonetheless, respondents (particularly those in younger generations) do not see this as an either-or choice, but rather anticipate benefitting from working with human advisors who leverage AI tools for certain tasks (e.g., detecting fraud or analyzing data) to provide a better client experience!

Concentration

CFO Network

FEBRUARY 21, 2024

5 Shocking Ways Outsourced Accounting Saves You Money! One area where many businesses can optimize their operations and cut costs is accounting. Outsourced accounting has emerged as a game-changer for businesses of all sizes. This blog will explore the surprising ways outsourced accounting can save money.

Accounting

PYMNTS

APRIL 21, 2020

The rise of open banking (and account aggregation) has shaped the conventional wisdom that banking will pivot toward innovation and service-oriented offerings. But, in truth, account aggregation is largely an activity that simply moves data from financial institution (FI) to FinTech. in sight, too. “We’re

Banking

Global Finance

JULY 26, 2024

As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth. FAB wins for the Best Virtual Accounts Solution for Corporates.

Cash Management

PYMNTS

FEBRUARY 28, 2019

bill pay market accounted for 15 billion transactions in 2018 — and the vertical continues to grow at steady mid-single-digit rates annually. Divesting the Speedpay business allows us to concentrate our resources on our cross-border money movement strategies and monetize a non-core asset for our shareholders. All in, the U.S.

Concentration

Future CFO

JULY 17, 2023

Treasurers should take leverage in-house banking, payments-on-behalf (POBO) and collections-on-behalf (COBO) models, and virtual accounts. Doing so reduces transaction costs and enables greater cash concentration, allowing treasurers to address disruptions and maximise investments more easily.

Treasury

CFO News Room

FEBRUARY 2, 2022

Cryptocurrency is a digital representation of value that functions as a medium of exchange, a unit of account, or a store of value, but it does not have legal tender status. Cryptocurrencies are sometimes exchanged for U.S.

Concentration

Global Finance

SEPTEMBER 9, 2024

That means corporate treasurers are collaborating closely with other business units and leveraging data and analytics to supply critical insights into finance and risk issues and improve cash flow. Corporates with a high number of physical bank accounts may face challenges around cash visibility and control.

Treasury

Nerd's Eye View

JULY 3, 2024

While inflationary pressures have continued to trend lower and the jobs market seems to have tightened somewhat, the Federal Reserve remains in a wait-and-see mode in regard to any potential rate cuts, international tensions remain elevated, and the level of concentration in a handful of (arguably overvalued) stocks persists.

Concentration

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. But looking ahead, I’m particularly excited about expanding LeanTechnovations’ impact, especially through our Lean Accounting and Lean Governance initiatives.

CFO

Global Finance

SEPTEMBER 9, 2024

However, Xavier Ferràs, associate dean of the Executive MBA program at Esade Business and Law School in Barcelona, Spain, points out that China’s market and economic systems are less efficient in leveraging these investments. AI’s positive impact will be concentrated, initially, “in a limited number of sectors.”

Economics

PYMNTS

OCTOBER 12, 2020

One recent study found that new customer accounts now represent 30 percent of all transactions made online, for example, five times as many as they did prior to the crisis. Consumers are still shopping online more than ever seven months into the global COVID-19 pandemic.

Retail

PYMNTS

APRIL 9, 2019

We see large and small brands/retailers leveraging Instagram’s leading reach, data, and ‘browsing/aspirational’ behavior to grow their online businesses.”. This same type of collection, in similarly concentrated form, has been cause for concern in the recent past , given the potential uses of such data.”.

eCommerce

PYMNTS

SEPTEMBER 16, 2020

Banking and accounting for U.K. SMEs remains a highly concentrated industry, with the majority of business current accounts (BCAs) still provided by a small group of the largest banks," said Countingup Founder and CEO Tim Fouracre in a statement. Salt Edge To Automate SMB Data Aggregation For Deskera.

Banking

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. including payments to non-Visa branded debit cards as well.

Planning

Global Finance

OCTOBER 11, 2024

The US Federal Deposit Insurance Corporation’s quick response to the banks’ failures stemmed additional contagion and has left businesses with an object lesson in concentration risk. CIBC Mellon continues to refine its business model by leveraging the most advanced technology. Leveraging data analytics is a priority.

Banking

PYMNTS

OCTOBER 1, 2018

Bitcoin’s processing operation is highly concentrated within a handful of miners in China — which is getting more concentrated now, since the price of bitcoin has crashed and fewer players can afford to keep the lights on (literally, since bitcoin processing requires a massive amount of electricity). The Talk Of The Blockchain Tech.

Currencies

Future CFO

APRIL 22, 2024

According to a guidebook by software company Esker , after years of continuous change, adapting a more human-centric accounts payable approach is now a prerequisite for keeping a business competitive. This, of course, involves the adoption of technological advancements such as artificial intelligence within the team.

Finance

Future CFO

JUNE 2, 2024

Accountancy and finance professionals can augment 60% to 100% of critical work functions with artificial intelligence in assurance, financial accounting, and management accounting, according to a whitepaper released by the Institute of Singapore Chartered Accountants (ISCA).

Finance

Future CFO

OCTOBER 2, 2023

Private fund firms are now putting idle cash to work in money market funds (MMFs), which has the dual benefit of earning a yield from cash holdings in addition to mitigating concentration risk. Money market funds are “particularly attractive” as they generate yield on idle cash and are highly liquid, according to Quinn.

Cash Management

Future CFO

SEPTEMBER 10, 2023

Chote Kiatruangamala Chote Kiatruangamala , finance director at Supernap (Thailand) , noted that during 2022, with the global inflation many firms had to downsize and realign themselves more closely to their business volumes while concentrating on improving cash flow.

CFO

CFO Plans

OCTOBER 9, 2024

By effectively leveraging business tax deductions, companies can reduce their taxable income, releasing capital for reinvestment and innovation. Robust financial systems streamline operations, allowing companies to maintain compliance effortlessly and concentrate on expansion.

Compliance

CS Lucas

NOVEMBER 29, 2023

Covenant Threshold Monitoring To avoid any risk of breaching any covenants, the system monitors the current status against periodic covenant tests for earnings, leverage, liquidity, or other metrics dictated by lending agreements. Alerts notify appropriate stakeholders as threshold limits approach.

Technology

PYMNTS

AUGUST 31, 2018

Debt, and more debt: Moody’s — through the voice of Moody’s Analytics chief economist Mark Zandi — sounded the alarm at the beginning of the week as corporate debt is getting, in his eyes, too concentrated and too high. Glimmers of the subprime lending spike seem to be shimmering as the leveraged loan market stands at $1.4

Currencies

CFO Share

APRIL 11, 2024

Counter-intuitively, an outsourced bookkeeping service reduces the risk of fraud by adding more oversight and best-practices to your accounting processes. Beyond security, there are other reasons “do it yourself accounting” hurts your business. The entry-point for hackers – your vendor’s email accounts – are beyond your control.

Securities

VCFO

NOVEMBER 4, 2022

What’s critical to understand today is that the intensity of the environmental factors we now face is going to be matched by a similarly intense and concentrated period of businesses changing positions along this continuum – some for the better, and some for the worse. With cash, the time to liquidity is instant.

Concentration

E78 Partners

SEPTEMBER 17, 2024

During this growth phase, organizations must establish essential departments like accounting, IT, and HR, which, although not directly generating revenue, are vital for supporting the organization’s overall operations and continued growth. These departments are critical for attracting and retaining top quality personnel.

Healthcare

E78 Partners

SEPTEMBER 17, 2024

During this growth phase, organizations must establish essential departments like accounting, IT, and HR, which, although not directly generating revenue, are vital for supporting the organization’s overall operations and continued growth. These departments are critical for attracting and retaining top quality personnel.

Healthcare

PYMNTS

FEBRUARY 4, 2020

And one report notes that “without accounting for GHG emissions from land use change, the carbon footprint of food produced and not eaten is estimated to 3.3 Supermarkets buy inventory to sell to consumers, but some of those products never end up in their hands, and instead become food waste. The Retail Market.

Concentration

Global Finance

JULY 26, 2024

Leveraging our broad and deep network in the most exciting growth nexus across Asia, we help clients navigate the complex environment and fortify their ability to capture regional opportunities.” Also in Australia, PayTo provides a digital way for merchants and businesses to initiate real-time payments from their customers’ bank accounts.

Cash Management