CFO News Room

FEBRUARY 6, 2022

TIPS have suddenly moved to center stage for investors, as the surge in inflation has drawn new interest in Treasury inflation-protected securities. But how much do investors really know about these securities, other than their alluring name? Yes, TIPS may have a role to play in many portfolios, investment pros say.

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Treasury Securities Valuation Math 130

CFO Plans

MAY 30, 2024

Yet, many businesses struggle with the complexities of accounting, often leading to costly mistakes and missed opportunities. Discover how outsourcing accounting services can improve your financial health , enabling businesses to focus on growth while ensuring their financial health is in expert hands.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO News Room

JANUARY 16, 2023

If you’re tired of watching your stock investments drop in value and are looking for a way to diversify, you may want to consider alternative investments. Access to ultra-wealthy investments. Can invest for income or growth. Yieldstreet investments vary from artwork to multi-family real estate properties. .

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Investments Auditing Accounting Transportation 130

CFO Plans

MAY 16, 2024

One of the most transformative tools available is SaaS-based accounting software. Here’s how SaaS accounting software is revolutionizing financial management and why it’s essential for CFOs. This is particularly beneficial for small businesses and startups that need robust accounting capabilities without the hefty price tag.

Accounting 52

Accounting Compliance Manufacturing CFO 52

Future CFO

JANUARY 22, 2024

The accounting industry is undergoing profound transformation due to rapid technological advancements across all sectors in the market. Changes from manual record-keeping to sophisticated software solutions has undeniably shifted the accounting landscape, bringing in an era of heightened efficiency and accuracy.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

Nerd's Eye View

MAY 17, 2023

that incentivizes saving for these goals for American citizens – namely with tax-advantaged accounts such as 401(k) plans, IRAs, 529 college savings plans, and Health Savings Accounts (HSAs) – can impose hurdles on foreign nationals who rely on them for their own savings needs. However, the system in the U.S.

Investments 98

Investments Healthcare Accounting Planning 98

CFO News Room

JANUARY 17, 2023

Social Security payroll taxes are not collected on earnings over a set cap. In 2021, this cap was $142,800 , so workers making more than this enjoyed the benefit of zero Social Security taxes on all earnings in excess of this cap. Social Security’s payroll tax—of which employees pay 6.2% and employers 6.2%

Securities 130

Securities Finance Economics Investments 130

PYMNTS

MARCH 1, 2019

Cybersecurity returned to the top of the B2B startup investment list as three companies in the enterprise security realm landed nearly half of the $246 million in B2B venture capital this week. But Software-as-a-Service emerged as a hot spot, too, with the largest investment round of the week going to a B2B eCommerce SaaS provider.

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B2B Securities Investments Startups 75

CFO Network

SEPTEMBER 23, 2021

Outsourcing business functions like accounting can save you time and money. If you’ve been wanting to learn more about how outsourced accounting can actually save your business money, we’ve put together the ultimate guide. What is Outsourced Accounting? Outsourced accountants offer a fresh set of eyes without bias.

Accounting 80

Accounting Invoicing Budgeting Forecasting 80

Bramasol

JULY 22, 2023

Previous posts in this blog series o n Environmental, Social and Governance (ESG) and carbon accounting have spotlighted carbon accounting as a trend to watch , looked at ESG impacts on M&A , and tracked the emergence of new ESG standards.

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IFRS Accounting SAP Compliance 87

PYMNTS

JANUARY 11, 2021

A California man has sued Robinhood Financial and Robinhood Securities, claiming he lost thousands of dollars after his brokerage account with the firm was breeched, according to a complaint. In October, Robinhood reported hackers had obtained some customers' account information. Robinhood, the lawyers state, hasn't kept up.

Accounting 96

Accounting Securities Investments Banking 96

CFO News

APRIL 24, 2024

Russian financial institutions have been negotiating with the Reserve Bank of India (RBI) to use the rupees in special accounts in India for investment in stocks and securities. However, they have made little investments due to US sanctions in the wake of Russia's war with Ukraine.

Accounting 40

Accounting Planning Investments Securities 40

PYMNTS

JANUARY 22, 2021

While 2021 has kicked off with a bang in the venture capital arena — with several high-value investments on the books — this week's B2B VC roundup is all about the seed rounds. Young B2B FinTechs secured some of their first investments in areas that include small business accounting, alternative lending and financial management.

B2B 81

B2B Securities Startups Investments 81

CFO Leadership

OCTOBER 10, 2023

AI in the “Real World” While these powerful tools seem to have a near mastery of natural language communication, they are not necessarily designed to possess many of the skills required by finance and accounting professionals. However, they still have a place in corporate finance and accounting.

Finance 95

Finance Accounting Auditing IFRS 95

PYMNTS

JUNE 24, 2020

is facing questions about its investment in the embattled German payment services provider, CNBC reported. But even then, there were concerns about Wirecard’s accounting practices, the network reported. billion) were missing from the German payment processor’s accounts in two Philippines banks. billion euros ($2.1

Investments 104

Investments Auditing Accounting Firms Accounting 104

PYMNTS

JUNE 26, 2020

Ernst & Young ( EY ), the global accounting firm hired to verify Wirecard’s financials, failed to request crucial information from a Singapore bank where the German payment processor claimed it had up to 1 billion euros ($1.1 The big question for me is what on earth did EY do when they signed off the accounts?”

Accounting 116

Accounting Auditing Accounting Firms Banking 116

Nerd's Eye View

FEBRUARY 14, 2024

However, by the 1970s, the "investment counsel" term had largely fallen out of use in favor of the more generic (and less regulated) "financial advisor", which grew in popularity as insurance and mutual fund salespeople began to co-opt the title and position themselves as "advisors" while still being both compensated and regulated as salespeople.

Securities 51

Securities Sales Investments Advertising 51

CFO News Room

NOVEMBER 18, 2022

Eighty percent of marketing executives say they are actively developing their own brands, with more than half of that group planning to invest more time and resources, according to a survey of 186 executives conducted between Nov. said modern marketers have to invest in their own brands to do their work effectively. 2 and Nov.

Investments 100

Investments Marketing Leadership Manufacturing 100

Future CFO

APRIL 24, 2023

There are nine security trends that CFOs need to be aware when working with CISOs and security and risk management leaders. According to Gartner , enterprises must rethink their balance of investments across technology and human-centric elements in cybersecurity programmes. “A

Securities 52

Securities Risk Management Benchmarking Restructuring 52

CFO News

NOVEMBER 19, 2023

The Supreme Court, in 2012, upheld an order by the Securities and Exchange Board of India (Sebi), and directed group entities Sahara India Real Estate Corp and Sahara Housing Investment Corp to refund investors, with interest, depositing the funds with the capital markets regulator.

Accounting 52

Accounting Securities Investments Marketing 52

E78 Partners

MARCH 23, 2023

When your team is stretched thin, outsourcing your finance and accounting services can be an effective solution, allowing you to focus on core competencies and achieve long-term growth for your company. We’ve compiled the top five signs that it’s time to outsource your finance and accounting services.

Accounting 52

Accounting Finance Budgeting Securities 52

CFO Simplified

DECEMBER 12, 2021

The terms “finance” and “accounting” are often used interchangeably. There are, however, very real differences between finance and accounting. While many business owners look for a CFO to bolster their existing accounting team, here at CFO Simplified, we consider that a CFO would be categorized squarely in the finance category.

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

The Charity CFO

DECEMBER 8, 2022

But in order to get the most out of these grants, you need to understand how to properly manage and account for them. The IRS has strict regulations on how to handle grants and charitable contributions, so it is essential that you understand the best practices when accounting for them. 8 Best Practices When Accounting For Grants.

Accounting 52

Accounting Nonprofit Auditing Compliance 52

CFO Leadership

OCTOBER 18, 2023

AI in the “Real World” While these powerful tools seem to have a near mastery of natural language communication, they are not necessarily designed to possess many of the skills required by finance and accounting professionals. However, they still have a place in corporate finance and accounting.

Finance 52

Finance Accounting Auditing IFRS 52

CFO News Room

JANUARY 24, 2023

The 401(k) plan is the largest asset many investors own accounting for 36.2% Regularly checking your 401(k) account can help you stay on top of your investments, and make sure that your money is working for you in the best way possible. of their total net worth according to the U.S. Census Bureau. What is a 401k?

Investments 130

Investments Accounting Planning Budgeting 130

PYMNTS

NOVEMBER 19, 2020

Modulr , a Payments-as-a-Service application programming interface (API) platform, has received an investment of 9 million pounds ($11.9 Modulr helps digital businesses in fields like lending, banking, travel, FinTech, employment services and accounting to build new payment products for customers, the release stated.

Investments 67

Investments Securities Accounting Banking 67

CFO News

JUNE 29, 2023

SEBI has approved measures to strengthen the securities market and corporate governance of listed entities. These changes include allowing self-sponsored REITs and InvITs with board control or investment manager control.

Accounting 52

Accounting Securities Investments Marketing 52

CFO News

JUNE 29, 2023

SEBI has approved measures to strengthen the securities market and corporate governance of listed entities. These changes include allowing self-sponsored REITs and InvITs with board control or investment manager control.

Accounting 52

Accounting Securities Investments Marketing 52

PYMNTS

JUNE 23, 2016

Santander InnoVentures , a FinTech venture capital fund, announced on Wednesday (June 22) that it is making a strategic investment in identity verification platform Socure. The technology is typically used by financial institutions to help prevent fraud when customers open a new bank account or when issued credit or debit cards.

Investments 42

Investments Securities Compliance Financial Systems 42

PYMNTS

NOVEMBER 2, 2018

Whether driven by regulation or market competition, the financial services sector in several jurisdictions is progressing toward open banking, interconnectivity and a freer flow of data between customer accounts and third parties. and multinational banks.

Securities 77

Securities Banking Accounting Finance 77

Strategic Treasurer

MAY 12, 2022

Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. Among the top findings were the following points: Security & Fraud Prevention, Compliance, and Efficiency. Strategic Treasurer.

Prioritization 52

Prioritization Compliance Securities Benchmarking 52

PYMNTS

OCTOBER 29, 2018

This is particularly true for legacy FIs, as they must now allow third parties — once considered competitors — access to customer transaction histories and other information, and give FinTech firms the ability to initiate payments from customer accounts to pay for goods and services. Adapting To Open Banking .

Securities 76

Securities Banking Compliance Accounting 76

Future CFO

OCTOBER 7, 2019

According to IDC’s Worldwide Semiannual Security Spending Guide , global spending on security-related hardware, software, and services is forecast to reach US$103.1 It appears that a deep chasm exists between what organisations are willing to spend on security and what it will cost their business. billion in 2019, up 9.4%

Budgeting 52

Budgeting Securities Benchmarking CFO 52

CFO News Room

JANUARY 19, 2023

But questions remain about how secure and reliable it is when compared to traditional brokerages. It was founded in 2013 by two Stanford roommates, Baiju Bhatt and Vlad Tenev, who wanted to make investing simpler and more accessible to everyone. They also offer educational resources to help users learn the basics of investing.

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Profit and Loss Securities Nonprofit Investments 130

PYMNTS

MAY 27, 2020

The CEO of SoFi, the digital personal finance company based in San Francisco, said its investor accounts have doubled this year, mostly due to fractional shares. CEO Anthony Noto told CNBC’s “Squawk on the Street” that the FinTech company’s investing platform has seen a significant uptick in user numbers since January.

Accounting 52

Accounting Investments Cash Management Economics 52

PYMNTS

MAY 5, 2020

The company’s filing with the Securities and Exchange Commission (SEC) on Tuesday (May 5) indicated that its accounting firm had “substantial doubt” about NCL’s ability to stay in business. The L Catterton investment is contingent on the company raising at least $1 billion from other investors. .

Investments 65

Investments Compliance Accounting Firms Accounting 65

CFO News Room

DECEMBER 28, 2022

Recently a reader sent in this question about it: “I’ve been investing in a Roth IRA for several years thanks to your blog! A Roth IRA is a type of individual retirement account (IRA) that allows you to contribute after-tax money and withdraw it tax-free in retirement. You first need to understand the Roth IRA is NOT an investment.

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Investments Accounting Education Marketing 130