The Finance Weekly

JANUARY 10, 2022

When done incorrectly, the FP&A process is set on autopilot, with the goal of just "keeping track" of figures and producing budgets, often for the sake of the process. The New Era of FP&A Financial planning is essentially about forecasting and achieving precise results for your company. There is no such thing as right or wrong.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Budgeting 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. 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. Executive Summary.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Musings on Markets

SEPTEMBER 11, 2023

That said, the movie business remained concentrated, with the biggest players dominating each segment of the business. Here again, the Disney experience is instructive, where Nelson Peltz's opposition to Chapek's plans clearly played a role in the CEO change this year.

Entertainment 77

Entertainment Profit and Loss Numbers Marketing 77

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. And what’s their budget like a fraction of it, right? I’m sorry, I’ve never advertised for the podcast other than a couple little experiments.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. As aforementioned, 0.45–10%

Concentration 130

Concentration Economics Manufacturing Numbers 130