CFO News Room

DECEMBER 3, 2022

This increased demand could be particularly acute among younger investors (who might be experiencing an inflationary environment and sustained market downturn for the first time) and those nearing retirement (who might seek professional guidance to ensure their retirement plan is secure). And according to C.

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Financial Planning.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

FEBRUARY 28, 2020

Credit unions possess vast troves of personal information such as credit card data and Social Security numbers that could devastate members if leaked. At least two local CUs — First Choice Federal Credit Union and Inspired Federal Credit Union — even filed class-action lawsuits against Wawa for not adhering to best security practices.

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

Future CFO

SEPTEMBER 17, 2020

In securities, financial institutions will benefit from improved reconciliation, reporting and asset servicing processes as well as end-to-end visibility of transactions to reduce settlement fails and fines, SWIFT added.

Benchmarking 40

Benchmarking Reconciliations Leverage Securities 40

PYMNTS

JUNE 6, 2016

The National Retail Federation has asked the FTC to investigate the Payment Card Industry (PCI) Security Standards Council on the grounds that credit card companies “unfairly leverage their brands.” The NRF further notes that the government ought to find a new method by which to benchmark data security.

Benchmarking 40

Benchmarking Construction Auditing Securities 40

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. But while benchmarking surveys can be helpful to see what tactics the ‘average’ firm is using, some firms might not be optimizing the use of their own internal firm data to discover ways to generate more referrals.

Education 130

Education Planning Benchmarking Investments 130

Jedox Finance

APRIL 12, 2023

Does HR understand our workforce’s current capabilities and talents, and how they can be leveraged so that teams can work together efficiently? Finance compares actual salaries, variable compensation, social security, and benefits with budget on an ongoing basis. HR and finance must collaborate to refine plans as needed.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Benchmarking 52

Collectiv

FEBRUARY 2, 2022

Neglecting adoption as part of your implementation plan makes it difficult to integrate Power BI use into the company culture and realize the company’s initial investment. After an implementation, IT is responsible for keeping your new tool and the data within it secure. Specialized training for IT support staff.

Education 52

Education Benchmarking Prioritization Data Analysis 52

PYMNTS

MAY 19, 2017

Moving forward, Nurmi spoke to the role big data services would play in the space, not only to create more insight on best practices, but also in terms of benchmarking as well as identifying and preventing fraud.

Benchmarking 40

Benchmarking Compliance Invoicing Leverage 40

BlueLight

MAY 6, 2020

The investor update email is a powerful tool to leverage this effectively across a big group of investors. Communication architecture Before we get to the investor updates, it’s important to lay out an overall communication architecture (if you do that well, you can leverage it for this audience too).

Communication 52

Communication Startups Finance Benchmarking 52

PYMNTS

DECEMBER 1, 2017

At the time, Uber – at the directive of its chief security officer – hid the breach and paid hackers about $100,000 to destroy the data. The ride-sharing company said that no Social Security numbers, credit card information, trip location details or other data were taken. billion in funding. drivers’ license numbers.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

PYMNTS

APRIL 18, 2018

PayNet’s data, which analyzed small business borrowing activity in February, found only a slight increase in SMB investment, but the seventh month in a row of loan origination decreases. Small businesses can benchmark and see how they stack up with competitors,” he said of SMBs’ use of the Index. “If

Marketing 40

Marketing Profit and Loss Benchmarking Currencies 40

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. Key features — The top features each platform is known for or has invested in. Ad hoc reporting and visualization.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

PYMNTS

MAY 5, 2016

Judging from the latest Benchmark Report from CyberSource, online merchants are not only doing a great job of managing fraud, they are doing it across all online channels — and across all types of businesses. There is a lot of information you can leverage on a mobile device,” Schwegman explained. Online fraud problem?

Budgeting 51

Budgeting Benchmarking Technology Leverage 51

PYMNTS

NOVEMBER 3, 2020

Today in B2B, Bloomberg broadens its credit risk data pool, and two ERP solutions secure B2B payments integrations. Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release.

Credit Risk 88

Credit Risk B2B Accounts Payable B2C 88

Barry Ritholtz

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. Securities 00:06:35 [Speaker Changed] And old school. 00:06:35 [Speaker Changed] Correct.

Investments 61

Investments Marketing Numbers Valuation 61

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. He helps to oversee $2.5 RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

AUGUST 29, 2022

So, if you are remotely interested in passive investing, ETFs, indexing, or Vanguard and Jack Bogle, you will find this to be an absolutely fascinating conversation. How did the expertise in ETFs and passive investing come about? BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more.

Profit and Loss 65

Profit and Loss Marketing Investments Benchmarking 65

PYMNTS

SEPTEMBER 2, 2016

Uber Local Offers leverages Visa’s Commerce Network, which leverages the TrialPay platform that it acquired a couple of years back. The number of merchants who beat the overall industry benchmark rose 300 percent, and more merchants got out of the failing grade territory into the middle of the pack. Hotel POS Security.

Benchmarking 40

Benchmarking Leverage Banking Securities 40

Barry Ritholtz

MARCH 21, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, this will be my shortest introduction ever, Clifford Asness and I just go over the entire universe of quant factor and value investing. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

Barry Ritholtz

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. That’s the real success story, and that’s much harder than investing. RITHOLTZ: Interesting. RITHOLTZ: Right. NADIG: Yeah.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

DECEMBER 26, 2023

He is Chief Equity technical strategist at B of A Securities, and he’s a double threat. And I think you will also, with no further ado, my conversation with B of A Securities, Steven Sutt Meyer. 00:26:19 [Speaker Changed] It, it’s, it’s usually it is aggressive shorts from leveraged funds on s and p futures.

Marketing 61

Marketing Leadership Finance Investments 61

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time.

Marketing 108

Marketing Treasury Banking Profit and Loss 108