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SEC Flags Benchmark That Obscured WeWork’s Bottom Line

PYMNTS

The We Company , the parent of WeWork , uses a cash-flow metric called the “contribution margin,” which showed that its core services were profitable, Bloomberg Tax reported on Tuesday (Dec. The use of the metric raised red flags from analysts, though, and got the attention of the Securities and Exchange Commission (SEC).

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

Musings on Markets

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

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

CFO News Room

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. 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.

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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!). Executive Summary. Guest Contributor.

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Deep Dive: Credit Unions Work To Keep Members’ Data Private

PYMNTS

Credit unions possess vast troves of personal information such as credit card data and Social Security numbers that could devastate members if leaked. The total financial damage from the leak is still being tallied, but the loss of trust experience by Desjardins’ members cannot be easily undone. CUs’ Tools To Secure Member Privacy .

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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

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. Read more of Adam’s articles here.

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

CFO News Room

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). He can be reached at [email protected].