Nerd's Eye View

JUNE 19, 2023

A better way to implement and communicate fee increases may be one that is centered around providing more value to the client in exchange for the higher fee.

Communication 79

Communication Planning Practice Management Investments 79

Nerd's Eye View

MARCH 20, 2023

In part, this is due to the many commission-based advisors whose compensation depends on the sale of insurance or investment products, where the price that a client pays is baked into the price of the product or is included in (often opaque) fees associated with buying, selling, and/or holding the investment.

Communication 91

Communication Planning Investments Sales 91

E78 Partners

APRIL 9, 2024

To preserve investment value and ensure the long-term success of private equity investments, it is essential for investors to recognize the importance of cybersecurity in safeguarding their valuable assets. Merely focusing on the financial aspects of an investment is no longer sufficient.

Investments 59

Investments Compliance Securities Benchmarking 59

Boston Startup CFO

APRIL 12, 2024

By conducting thorough due diligence preparation, we aim to ensure a smooth and efficient evaluation, facilitating a successful transaction or investment. Fundraising Materials & Pitch Prep Our firm will work closely with you to develop comprehensive and persuasive fundraising materials.

Investments 40

Investments Finance Leverage Securities 40

Nerd's Eye View

DECEMBER 28, 2023

Throughout history, there has been an age-old question of the difference between an investment and an expense. What if there was a way to shift our financial mindset about expenses from one of endless sunk costs to one of intentional investment? But what if there was an alternative path? activities.

Investments 69

Investments Education Communication Finance 69

CFO News

AUGUST 31, 2023

Key sectors like trade, hotels, transport, and communication saw growth of 9.2%, while real estate and finance rose by 12.2%. Nominal GDP grew by 8.0% compared to 27.7% in the first quarter of FY23. Agriculture and electricity sectors grew by 3.5% and 2.9%, respectively.

Investments 59

Investments Transportation Communication Finance 59

Nerd's Eye View

JUNE 15, 2023

For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. pressure from family members, an attractive 'deal' offered by an investment management firm, etc.)

Investments 67

Investments Communication Planning 67

Nerd's Eye View

OCTOBER 10, 2022

Communicating ongoing value to clients and prospects can be a challenge for financial advisors. Although there are many ways to articulate how an advisor can create value for a client, there is no guarantee that any one particular method will resonate with every potential client.

Communication 52

Communication Planning Investments Marketing 52

CFO News Room

NOVEMBER 4, 2022

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. Empowering the DEI leader requires a real investment of time, money, and access.

Investments 100

Investments Leadership Accounting Analyzing Data 100

CFA Institute

MARCH 8, 2023

“Ultimately, there’s one investment that supersedes all others: Invest in yourself," Warren Buffett said. Nobody can take away what you’ve got in yourself, and everybody has potential they haven’t used yet.”

Investments 98

Investments Communication Leadership Economics 98

PYMNTS

JULY 26, 2018

More than a third of fleet management professionals surveyed said they lack the ability to adequately communicate with members of their organizations’ finance departments, preventing them from delivering metrics on fleet spend. The communication disconnect could be making fleet managers’ jobs more difficult.

Communication 40

Communication Finance Investments Technology 40

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

Communication 85

Communication Budgeting Securities Investments 85

Collectiv

FEBRUARY 13, 2023

With so much uncertainty and change, it’s difficult to decide how to make strategic investments. If you opt to invest in technology without also investing in talent, or vice versa, you’re likely to end up spending a lot of money only to hit a dead end. What’s the Most Strategic Investment in 2023?

Technology 52

Technology Investments Construction Budgeting 52

Collectiv

FEBRUARY 13, 2023

With so much uncertainty and change, it’s difficult to decide how to make strategic investments. If you opt to invest in technology without also investing in talent, or vice versa, you’re likely to end up spending a lot of money only to hit a dead end. What’s the Most Strategic Investment in 2023?

Technology 52

Technology Investments Construction Budgeting 52

PYMNTS

DECEMBER 20, 2020

President David Disque called it a “key focus” for the company to help invest in media payments, which could boost speed and efficiency. He said the company put a high priority on communicating clearly about the digital payments situation and the benefits of working remotely.

B2B 77

B2B Investments Advertising Communication 77

PYMNTS

SEPTEMBER 29, 2020

Supply chain industry payments network PayCargo has landed an Insight Partners-led $35 million investment, according to a Tuesday (Sept. The company will harness the funds to grow international adoption of its digital payments network and speed up investments in its technology, according to the announcement. 29) announcement.

Investments 59

Investments B2B Transportation Communication 59

PYMNTS

OCTOBER 7, 2016

Symphony Communication Services, an instant messaging startup backed by Wall Street, is reportedly in initial discussions with investors to raise around $100 million in new funding, reported The Wall Street Journal. According to the report, Symphony Communication Services is in talks with Temasek Holdings and GIC.

Communication 59

Communication Startups Banking Marketing 59

PYMNTS

AUGUST 16, 2019

Communication brings all of the moving parts of a construction project together to ensure players are on the same page. Paper invoices are among the construction sector’s biggest challenges.

Construction 50

Construction Communication Invoicing B2B 50

CFO News Room

FEBRUARY 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has issued a risk alert outlining Reg BI-related deficiencies discovered during recent examinations of broker-dealers, from dual-registered advisors not clearly communicating whether they were acting as a commission-based (..)

Education 130

Education Compliance Communication Investments 130

PYMNTS

DECEMBER 12, 2019

The social media company is now reportedly investing $130 million to the effort, Engadget reported. The initial investment is forecasted to cover the operating expenses of the board for two three-year terms — or roughly six years. Facebook has been at work creating a content oversight board over the past year.

Investments 52

Investments Budgeting Compliance Forecasting 52

PYMNTS

JULY 29, 2019

This means CUs must be carefully attuned to member’s financial needs and the innovations they want most as CUs invest in new products and services aimed at improving the way members engage with their FIs. percent of CUs have made AML-based initiatives their top investment priority in the past three years. About the Tracker.

Investments 69

Investments Communication Banking Marketing 69

Creative CFP

APRIL 29, 2019

And while one might assume that seeking investment is predominantly a financial transaction, this isn’t entirely true because a large component of the process has a qualitative dimension to it. There is no blanket answer as to what investment channel is the best.

Investments 52

Investments Communication Finance Education 52

PYMNTS

NOVEMBER 22, 2016

Now, Verifi’s most recent contribution to balancing the payments ecosystem, Order Insight, changes the way merchants, banks and customers can communicate. It allows the merchants to proactively communicate information to cardholders, through the bank, to give the customer the best experience possible.”. “It

Communication 47

Communication Banking Leverage Investments 47

Nerd's Eye View

NOVEMBER 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with (..)

Communication 86

Communication Advertising Planning Finance 86

PYMNTS

NOVEMBER 21, 2018

A new survey of small business owners suggests that small businesses are struggling to find the right targets for their technology investments. When small businesses do decide to invest in AI, they should target their accounting, file storage, communication and CRM processes, Capterra noted. While nearly two-thirds of U.S.

Investments 51

Investments Communication Construction Leadership 51

The Finance Weekly

MARCH 13, 2022

Just in the , first half of 2021 , Global venture capital funding shattered records as more than $288 billion was invested worldwide. So, why are VCs investing in the office of the CFO? Existing investors , Bain Capital Ventures , , First Round Capital , , Quiet Capital , , Webb Investment Network , and , BoxGroup also participated.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Investments CFO Accounts Payable 52

Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Communication 86

Communication Numbers Planning Investments 86

PYMNTS

JANUARY 12, 2020

Preparing for an IPO last Friday (Jan 10), Casper cautioned investment backers that the company was powerless over any future influencer messaging, and that lack of control could consequently put investor money at higher risk. Use of social media and influencers may materially and adversely affect our reputation,” the company said. “Use

Investments 52

Investments Communication Leverage Accounting 52

E78 Partners

JANUARY 5, 2024

Often it is because they typically have poor communications practice or immature communication processes overall. Adverse side effects: Lack of preparation for Day 1 communications, often preparing only the bare minimum and leaving many questions from employees, customers, and suppliers unanswered or vague. Ongoing “what about?”

Marketing 59

Marketing Communication Prioritization Planning 59

PYMNTS

OCTOBER 31, 2018

Cloud Elements , a platform offering application program interface (API) integration solutions, secured an investment from the venture capital (VC) arm of American Express (Amex), the company said in a press release issued Tuesday (Oct. The VC outfit also backed insurtech startup Next Insurance last year.

Investments 54

Investments Startups Leadership B2B 54

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. Investment Banker. Financial Analyst.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

CFO News Room

DECEMBER 6, 2022

Charter Communications – Charter Communications fell 5% after analysts at Citi added a negative catalyst watch to the company heading into its analyst day. Textron – Shares of Textron jumped 6% after the company won a U.S. Army contract that could be worth $70 billion to provide next-generation helicopters.

Communication 130

Communication Prioritization Valuation Advertising 130

Nerd's Eye View

OCTOBER 6, 2023

Also in industry news this week: A new advisor benchmarking study indicates that high-growth firms are excelling in 3 areas: client acquisition, "relationship alpha", and strategic scale A recent survey indicates that while advisors increasingly are leveraging home office investment models to save time and scale more efficiently, they often customize (..)

Benchmarking 94

Benchmarking Communication Leverage Numbers 94

Future CFO

MAY 1, 2024

As for the interesting parts of the role, Celina Leonardo , senior director of corporate finance & strategic investment at Super Magnificent Coffee Company Pte. She adds that impeccable financial analysis is key as effective communication and relationship-building skills foster an innovative and inclusive culture.

Leadership 98

Leadership IFRS Finance Communication 98

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 87

Communication Tax Planning Technology Planning 87

PYMNTS

FEBRUARY 23, 2017

Analysis from Corporate Insight and Infosys Finacle say banks and FinTechs are readying increased involvement and investment in distributed ledger technologies. “Financial services firms are investing in blockchain to access its potential for reducing operational inefficiencies and increasing market transparency. .

Communication 46

Communication Banking Compliance Technology 46