CFO News Room

NOVEMBER 5, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). Morningstar’s direct indexing platform offers portfolios in two categories: “core beta” (including U.S.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

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. With work-from-home and remote learning a new normal, our homes have to work harder than ever.”.

Concentration 79

Concentration Retail Leverage Entertainment 79

The Finance Weekly

FEBRUARY 22, 2023

This includes raising capital, managing cash flow, accurately accounting for business activity, and forecasting future performance. However, they usually lack a strong financial background, and it's essential to have effective finance and accounting support for a business to thrive.

Startups 52

Startups Finance CFO Forecasting 52

CFO News Room

FEBRUARY 5, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Marketing 130

Marketing Investments Auditing Restructuring 130

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!), Retirement Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Future CFO

JUNE 23, 2021

Leveraging automation that includes AI allows for a better quality and understanding of the data and an acceleration of work processes, all packaged into flexible, scalable solutions that can increase savings and productivity. The term AI generally describes the mimicking of human, “natural” intelligence by using algorithms.

Invoicing 52

Invoicing Accounts Payable Technology Concentration 52

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 11, 2022

More appropriately called the concentrated market power of global finance and the multinational corporate structures that dominate the market under the auspices of the hands-off model. And more specifically vulnerabilities linked to the concentrated structure of global production. And that needs to be exploited.

Economics 100

Economics Concentration Investments Finance 100

CFO Talks

FEBRUARY 20, 2024

Farhaan discusses the critical aspects of his role, emphasising the shift from traditional accounting to strategic and operational involvement across business sectors. Farhan holds a BCom and a number of postgraduate diplomas in accounting from the University of Johannesburg. Farhaan: We speak of CFOs as traditional accountants.

CFO 52

CFO Leadership Accounting Finance 52

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.”

Restructuring 130

Restructuring Planning Accounting Marketing 130

PYMNTS

DECEMBER 21, 2016

With 2 million customers that buy from a growing number of 12,000 merchants on the platform every day, making purchases across different verticals, Kleckner said restaurants remain a top category of the local commerce Delivery.com facilitates. “We Basically, he said, matching their demand with Delivery.com’s supply.

Leverage 46

Leverage Advertising Concentration Numbers 46

PYMNTS

AUGUST 21, 2017

So, eBay set in motion a number of things in an attempt to blunt the impact of these shifts and to bring new buyers and sellers into the mix. According to eMarketer , Facebook will pocket nearly $34 billion in digital ad spend in 2017, and Facebook and Google will account for 46.4 percent of all global digital ad spend this year.

Advertising 51

Advertising Retail Startups eCommerce 51

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. But he was wonderfully successful in the insurance environment.

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

JUNE 27, 2016

Adoption: The number of people who’ve tried the service once has tripled since launch. Apple Pay total adoption is up – as defined by the total number of people in the U.S. More people own iPhone 6/6S phones now, so the pool of potential users is larger – as are the number of places that it can be used. who’ve tried it once.

Numbers 66

Numbers Concentration Technology Retail 66

PYMNTS

FEBRUARY 7, 2017

The surprise was as much about the number of sites that accepted Amazon as it was that getting to that threshold all happened rather quietly and without a lot of public fanfare. The concentration of merchants with Pay with Amazon was one of the best-kept secrets in payments — well, until that report.

Concentration 46

Concentration Accounting Numbers Retail 46

Barry Ritholtz

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. I had never taken an accounting or a finance class. 00:21:47 [Speaker Changed] And a lot of funds that have found success seem to have run some pretty concentrated portfolios. Not, not, not too bad.

Healthcare 61

Healthcare Investments Construction Concentration 61

PYMNTS

DECEMBER 20, 2017

The Cole Memo , issued in 2013 by the Department of Justice, lays out the guidelines under which financial institutions can offer compliant financial services (like bank accounts) to businesses operating dispensaries in states where it is legal to sell medicinal and/or recreational marijuana. in fact, there are fewer than two dozen.

Concentration 47

Concentration Accounting Banking Currencies 47

Barry Ritholtz

MARCH 7, 2023

Maybe it’s risk based and it’s a risk factor that we haven’t really accounted for. How do you crunch the numbers on that, and where do you come out on small cap and value? And at the same time, we have also a number of short-term drivers to the markets that we need to take into account. VASSALOU: Yeah.

Investments 65

Investments Marketing Economics Risk Management 65

PYMNTS

MAY 8, 2017

The reports that have flooded the tech cyber airwaves since Friday have more or less focused on that as its intended killer app — along with the ability to stream video from Amazon Prime in the kitchen while making dinner or, as one news account suggested, asking Amazon’s Alexa to show the kids what a real kid looks like.

Retail 49

Retail Profit and Loss Sales Manufacturing 49

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … risk management.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. CHABRAN: Maybe because I come from a leverage finance background, as I told you, I tend always to focus on the downside. I think it was a great training. I think we learned a lot. Saba Capital is one, a few others did the same thing.

Investments 57

Investments Banking Entertainment Valuation 57

Musings on Markets

FEBRUARY 4, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Investments 100

Investments Valuation Auditing Restructuring 100

Barry Ritholtz

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

Barry Ritholtz

AUGUST 16, 2022

And so, you know, it was a very interesting time to begin, which I did as an account executive at Shearson. And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. TROPIN: Yeah.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

PYMNTS

OCTOBER 9, 2017

Fewer sales drove sellers out of business, and a growing number of empty stalls forced rent prices way down. Instead of the merchant crowd making the trip to buy things at volume to resell in their shops, buyers were mostly tourists — taking in the sights and buying as many things as their luggage and bank accounts would permit.

Sales 51

Sales Retail Advertising Leverage 51

PYMNTS

OCTOBER 9, 2017

Fewer sales drove sellers out of business, and a growing number of empty stalls forced rent prices way down. Instead of the merchant crowd making the trip to buy things at volume to resell in their shops, buyers were mostly tourists — taking in the sights and buying as many things as their luggage and bank accounts would permit.

Sales 44

Sales Retail Advertising Leverage 44

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

DECEMBER 26, 2023

And 00:06:38 [Speaker Changed] Door number one was much better than door number three in, in the circumstances. Accounting was very difficult. When we talk about breadth, we’re talking about the numbers of advancers versus decliners. So it’s like, yeah. 00:06:42 [Speaker Changed] Yeah. Maybe even more.

Marketing 61

Marketing Leadership Finance Investments 61