CSC Advisors

AUGUST 8, 2022

Did you know that this month, the Small Business Administration (SBA) announced that they are no longer accepting applications about requests for an increase of an Economic Injury Disaster Loan (EIDL)? One of the causes why businesses cease to exist is not having enough capital. What Is an SBA Working Capital Loan?

Corporate Finance 52

Corporate Finance Economics Finance Investments 52

PYMNTS

JULY 11, 2019

The New Dehli-based startup has been in business for five years and has raised over $13 million in funding. In an update launched Thursday (July 11) and announced on Google’s India Blog , users in India will notice three additional features within Google Maps, including an “offers” options located in the explore tab.

Startups 40

Startups Planning Marketing 40

PYMNTS

NOVEMBER 8, 2018

percent — of businesses choose to innovate to improve customer loyalty. percent — of businesses choose to innovate to improve customer loyalty. Sixty-two percent of businesses choose to innovate to meet demand to shop in stores. Sixty-two percent of businesses choose to innovate to meet demand to shop in stores.

Retail 71

Retail Business Analytics eCommerce Sales 71

Onplan

DECEMBER 16, 2021

Cash is king, especially in a small, fast-growing business that may not yet be profitable. What is cash flow forecasting? For this blog, we’ll assume direct.) Make sure you divide your cash flow in rows into 3 categories: Cash flow from operating activities Cash flow from financing activities Cash flow from investing activities.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

Onplan

DECEMBER 16, 2021

Cash is king, especially in a small, fast-growing business that may not yet be profitable. What is cash flow forecasting? For this blog, we’ll assume direct.) Make sure you divide your cash flow in rows into 3 categories: Cash flow from operating activities Cash flow from financing activities Cash flow from investing activities.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

CFO Simplified

DECEMBER 26, 2021

Your Ultimate Finance Department Checklist (By Business Size). From overworked staff accountants to controllers running month-end closes, a poorly structured finance, and accounting department can put strains on your business’ growth. What is a Small Business? What is a Mid-Sized Business?

Finance 52

Finance General Ledger CFO Auditing 52

Musings on Markets

JANUARY 27, 2022

Inflation: Measurement and Determinants As the inflation debate was heating up in the middle of last year, I wrote a comprehensive post on how inflation is measured, what causes it and how it affects returns on different asset classes. Rather than repeat much of that post, let me summarize my key points.

Treasury 84

Treasury Currencies Investments Numbers 84

PYMNTS

APRIL 1, 2019

These are just some indications of the popularity of the subscription business model — and how different innovators are using it to their advantage: The projected value of the U.K. To serve a wide range of consumers in the digital age, innovators are rolling out subscription offerings ranging from news content to gaming.

Entertainment 52

Entertainment Advertising eCommerce Financial Reporting 52

PYMNTS

SEPTEMBER 13, 2018

Work isn’t what it used to be. While the majority of workers in all demographic categories report average job durations of shorter than five years, younger workers are the most likely to have short tenures in their posts. jobs by their early 30s. jobs by their early 30s. Moreover, the nature of the work is changing. Flexibility.

Numbers 43

Numbers Planning Accounting 43

PYMNTS

MARCH 19, 2018

But what are consumers to do if they want to try them on for size and style before making a commitment? The company maintains a collection of a few thousand timepieces from more than 30 brands, and members can experiment with different styles without having to make a long-term commitment to a particular watch. The Perfect Fit.

Entertainment 58

Entertainment Retail Marketing Planning 58

CFO News Room

DECEMBER 24, 2022

Launch Your Own Blog. Strong photography skills and an understanding of what the market is looking for. 1. Launch Your Own Blog. Do you believe making money online is more fantasy than reality? It’s not – the evidence is the tens of thousands of people who are making money online from home right now. Earning Potential.

Investments 130

Investments Communication Marketing Advertising 130

PYMNTS

MARCH 22, 2019

And yes, it has been a very busy week. Shopping in the early 20th century was not a terribly efficient experience for the consumer. Buying meat was one market, seafood another, produce yet another — and bread or dessert required a trip to the baker. A leisurely pace was not going to be sufficient to get all those chores done.

Advertising 43

Advertising eCommerce Startups Retail 43

PYMNTS

MAY 13, 2016

On the heels of Lending Club’s fall from grace this week – the day after to be precise – Wells Fargo announced that it would come to the rescue of SMBs by offering fast decisions on small business loans. Across the pond, however, it remains a rather different story. Across the pond, however, it remains a rather different story.

Securities 40

Securities Transportation Compliance Banking 40

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. We recognize (and appreciate!)

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 6, 2022

Executive Summary. Welcome back to the 310th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Natalie Taylor.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 7, 2022

This month’s edition kicks off with the news that a new RIA custodian – Entrustody – has launched, as independent RIAs continue to clamor for more alternatives than what has now become the ‘Big 2’ of Schwabitrade and Fidelity. Executive Summary.

Compliance 130

Compliance Communication Planning Concentration 130

CFO News Room

NOVEMBER 20, 2022

To illustrate, this blog post will explain the calculation using a $35,000 income, including how much you would make per hour, a sample budget, and more. You’ll still make the same amount of money, but the number of hours you work will differ. As the cost of living continues to rise, many people find it difficult to make ends meet.

Budgeting 130

Budgeting Entertainment Accounting Investments 130

CFO News Room

DECEMBER 30, 2022

Executive Summary. Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning. How to set better health goals for 2023 and actually follow through on them. Team Kitces.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 30, 2022

Generally, the more detailed the analysis, the likelier it could be construed by the client as a recommendation – which is what ultimately matters, since a presentation that the client understands to be tax advice is as good as actually giving tax advice.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

DECEMBER 26, 2022

If you put in the hours in a busy urban center, you can easily make $100 per day. Working in a busy neighborhood close to lots of restaurants helps, too. They divide rentals into three categories: a private room, a shared room, or an entire home. Everyone could use a little extra cash every now and then. Don’t have a car?

Advertising 130

Advertising Sales Accounting Budgeting 130

CFO News Room

FEBRUARY 2, 2022

What’s unique about Dan, though, is the way he and his firm began with nearly zero clients but grew substantially in client acquisition over a 3-year period, especially in areas outside of the local Charleston area, by outsourcing lead generation to online third-party platforms. Executive Summary.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

DECEMBER 5, 2022

Executive Summary. Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 130

Planning Technology Valuation Communication 130

Planful

SEPTEMBER 25, 2020

But what should these reports mean to you ? . I’m going to pull back the curtain a bit and highlight the differences in how all of the various analyst firms view our market. Here’s a quick rundown of the five analysts we primarily work with and their different approaches and how they place Planful within their scoring framework.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Budgeting Leadership 40

PYMNTS

JULY 1, 2016

In their new white paper, titled “The Importance of Permission Marketing in the Digital Age,” TSYS’ Strategic Marketing Director Morgan Beard and Andy Kulina, Managing Director of Cambridge Loyalty, take an in-depth look at what it really takes to not only reach consumers today but bring value to their tech-centered lives.

Communication 42

Communication Marketing Leverage Accounting 42

PYMNTS

JUNE 6, 2018

The last year has seen stepped-up efforts to bring Alexa to cars , smart homes , businesses and security systems. Yesterday, that vision took another great leap forward, according to Amazon’s developer blog — the Alexa for PCs ecosystem got four big additions. Customers use PCs every day for business and entertainment.

Entertainment 43

Entertainment Manufacturing Leverage Securities 43

PYMNTS

SEPTEMBER 7, 2018

Sizzle of the Week: Uber’s Ecosystem Ambitions. Payments have always been central to the Uber customer’s experience. Uber Cash can be used to pay for rides, of course, but also across the ecosystem Uber has built, which includes things like JUMP Bikes and Uber Eats. “We wanted to formalize a lot of it.”. “We Called a mobile wallet.

Transportation 40

Transportation Economics Advertising Budgeting 40

Barry Ritholtz

MAY 2, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. . ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. So there are a lot of different ways to look at this. How do you hire people?

Retail 65

Retail Advertising Numbers Economics 65

Barry Ritholtz

MAY 16, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra, extra special guest. . ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra, extra special guest. So what do you think of these digs?

Leverage 112

Leverage Investments Valuation Finance 112

CFO News Room

NOVEMBER 5, 2022

We wrap up with three final articles, all about RIA deal activity: What the continued influx of capital from private equity firms means for the RIA industry as a whole. Executive Summary. A survey showing how millionaires allocate their assets and the importance they place on the recommendations of their financial advisors. Team Kitces.

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

OCTOBER 4, 2022

VOICEOVER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. VOICEOVER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special and fascinating guest. And it’s a process, it’s an exploration.

Entertainment 118

Entertainment Numbers Finance Math 118

CFO News Room

NOVEMBER 19, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. Executive Summary. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning 130

Planning Leadership Healthcare Accounting 130

Barry Ritholtz

JANUARY 23, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. 00:00:09 [Barry Ritholtz] This week on the podcast, I have an extra special guest, Shik Dadda. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio.

Investments 52

Investments Manufacturing Startups Technology 52

CFO News Room

DECEMBER 27, 2022

But what is government itself, but the greatest of all reflections on human nature?” (No, it’s not Covid. So I’m feeling a little uninspired. Bird Song of the Day. House Bunting, Tata, Morocco. “On On hotel roof.” With crowing rooster! House bunting?” “No, No, I’m just looking to rent.”. * * *. James Madison, Federalist 51. Capitol Seizure.

Manufacturing 130

Manufacturing Pharmaceutical Economics Planning 130

CFO News Room

FEBRUARY 2, 2023

Got some points knocked off by purists for the highway noise, but what a performance! * * * Politics “But what is government itself, but the greatest of all reflections on human nature?” By Lambert Strether of Corrente. Bird Song of the Day Spectacled Finch, Nar Gali, North-West Frontier, Pakistan. So I’m not the only one. “[T]wo

Advertising 130

Advertising Healthcare Profit and Loss Education 130