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How to mitigate insolvency risk

Future CFO

Declining profitability: For example, are your sales lower or your cost of goods sold higher? Poor interest coverage ratio: This shows operating profits may not be able to cover interest expenses. Can you go to the capital markets or turn to your line of credit to raise money if need be? Weakened balance sheet.

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Delinquencies Up, But Canadian Firms Prove Resilient Through Market Turmoil

PYMNTS

The slight downturn comes at a time of broader market volatility as the U.K. Phelan said it is too premature to deduce that these geopolitical factors had any significant impact on the February Index’s reading, but did warn that Canada’s position in the market means that its SMBs are at least indirectly exposed to these pressures.

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Performance Advertising Under the SEC’s Marketing Rule

CFO News Room

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

navigate a volatile market environment (in both stocks and bonds – oof!) Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. This year has been challenging for many financial advisors as they help their clients (and their own firms!) Read More +.

Planning 130
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In Search of Safe Havens: The Trust Deficit and Risk-free Investments!

Musings on Markets

Arbitrage pricing : Arbitrage refers to the possibility that you can create risk-free positions by combining holdings in different securities, and the benchmark used to judge whether these positions are value-creating becomes the risk-free rate.

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Masters in Business: The Emerging Manager Playbook

Barry Ritholtz

Not to be like the Grim Reaper, but the reality is, if you’re not a multi manager and you’re not aggressively managing market risk, then you fall into the category of a long, short single manager that probably takes concentrated, more concentrated directional risk. They have economics. Maverick 14 billion. 130 billion.

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Weekend Reading For Financial Planners (Dec 3-4) 2022

CFO News Room

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services. Why wrap fee programs appear to be in the crosshairs as the SEC begins to enforce Reg BI.