Future CFO

JULY 17, 2023

Faced with ongoing market volatility, the enterprise C-suite is leaning on its treasury teams like never before to protect company assets and to (ideally) also capitalise on competitive opportunities emerging from an unstable macroeconomic climate. Treasurers should leverage cash forecasts to achieve better cash conversion.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 78

Concentration Treasury Budgeting Leverage 78

CFO News Room

NOVEMBER 5, 2022

Altogether, Morningstar appears to be seeking to leverage the depth of its investment research and data as well as its existing investment management platform to offer a competitive direct indexing alternative for advisors. Morningstar’s direct indexing platform offers portfolios in two categories: “core beta” (including U.S.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

DECEMBER 5, 2022

The most prominent of which is Facet Wealth, which has stated a goal of getting advisors up to 250 clients/advisor by leveraging their own proprietary technology to make their advisors maximally productive. Which attracted a similar tech-enabled RIA competitor “Compound” earlier this year.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And those were Treasuries. TROPIN: And you know, we certainly did that on a portion of what we look at as our risk budget. And I think that’s reflective of employee having a lot of leverage over employers. RITHOLTZ: Like, very different universe, right? TROPIN: Right. We’re not talking junk bonds here.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118