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Companies Hiring Cybersecurity Experts To Screen Potential Acquisitions

PYMNTS

Companies and investment funds are adding an extra layer of scrutiny to mergers and acquisitions by hiring cybersecurity experts to screen targets for security risks. According to Bloomberg Technology , the need for cybersecurity expertise became clear after a 2014 Yahoo! It will become a pillar of M&A decisions.”.

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TripActions’ Travel and Expense Predictions for 2023

CFO Leadership

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Whitnee Hawthorne, Chief Customer Officer. CX gets even more personal.

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Weekend Reading For Financial Planners (Nov 5-6) 2022

CFO News Room

Pundits continue to expect “SECURE 2.0” Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. A survey showing how millionaires allocate their assets and the importance they place on the recommendations of their financial advisors.

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PodChats for FutureCFO: Managing capital in times of persistent instability

Future CFO

The three years since 2020 saw organisations focus on digitalisation, payment efficiency, security, and cash forecasting. Kabir Ahmed Shakir , chief financial officer at Tata Communications oversees the financial management of the company. Globally, Morgan Stanley sees muted M&A activities in 2023.

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TEST-TripActions’ Travel and Expense Predictions for 2023

CFO Leadership

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Whitnee Hawthorne, Chief Customer Officer. CX gets even more personal.

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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

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Weekend Reading For Financial Planners (Nov 26-27) 2022

CFO News Room

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. Enjoy the ‘light’ reading!