PYMNTS

DECEMBER 24, 2019

In its ongoing attempts to fix its privacy standards, Facebook will no longer use phone numbers to determine who one sees on their “people you may know” list, according to Reuters. He added that, from now on, no one who signs up for Facebook will have their phone number connected to their friend suggestions.

Numbers 55

Numbers Advertising Communication Securities 55

PYMNTS

SEPTEMBER 9, 2020

In a move that lets users place and get phone calls through their Alexa gadgets, Amazon is launching a new collaboration with AT&T that will enable consumers to connect their phone numbers with their Alexa accounts, The Verge reported. And, with Amazon’s current Away Mode turned on, calls can be temporarily disabled.

Numbers 66

Numbers Transportation Advertising Communication 66

CFO Talks

JUNE 1, 2022

Once you’ve identified and communicated the culture-crashing behaviour and beliefs, you need to articulate the belief, behaviours and outcomes you desire going forward. . . The post The Culture shift: lead on culture, not just numbers appeared first on cfoclub.co.za. You do this by addressing the unwanted behaviour.

Numbers 52

Numbers CFO Leadership Budgeting 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 90

Communication Numbers Planning Investments 90

PYMNTS

APRIL 17, 2020

Board rules restrict the kinds and number of loans that bank directors, officers, shareholders and companies owned by those individuals can get from their related banks. The modification will let those people ask for PPP loans, in line with the limitations and rules of the SBA. It only relates to PPP loans.

Communication 65

Communication Prioritization Banking Numbers 65

PYMNTS

MARCH 14, 2017

Founded in 2010, internet-of-communications startup Unified Inbox works in part to enable device-to-smart appliance communications via text. Since the beginning of 2017, Alexa has integrated with a number of smart products and services ranging from smartphones to fridges to smart car user interfaces.

Communication 40

Communication Manufacturing Startups Retail 40

Nerd's Eye View

NOVEMBER 24, 2023

Also in industry news this week: A recent survey indicates that about 98% of clients are at least somewhat satisfied with their financial advisor and that an advisor’s ability to provide peace of mind when it comes to finances is a key driver of this satisfaction A study indicates that advisors can potentially boost client referrals by using (..)

Communication 90

Communication Advertising Planning Finance 90

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers.

Numbers 61

Numbers Accounting CFO Financial Analysis 61

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 96

Benchmarking Communication Leverage Numbers 96

CFO Thought Leader

APRIL 11, 2023

Known as NYSE Technologies, the business was established to target revenue opportunities for a number of software technologies that NYSE had developed in-house, as well as a number that had been acquired by NYSE. Over the past several years, we’ve grown through a number of acquisitions.

CFO 52

CFO Communication Numbers Finance 52

Nerd's Eye View

MARCH 29, 2024

Also in industry news this week: With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations A recent survey suggests that while client satisfaction with their (..)

Prioritization 73

Prioritization Communication Numbers Planning 73

Nerd's Eye View

DECEMBER 27, 2023

These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's described in the advisor's marketing materials and client communications.

Communication 79

Communication Compliance Advertising Technology 79

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

CFO News Room

JANUARY 27, 2023

Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several articles on (..)

Nonprofit 130

Nonprofit Practice Management Advertising Leadership 130

CFO News Room

NOVEMBER 6, 2022

Twilio — Shares tumbled 16% after the cloud communications software maker issued a weaker-than-expected revenue forecast for the fourth quarter, despite an otherwise strong third-quarter report. Carvana said it’s seeking to decrease expenses given the macro backdrop, and declined to give a 2023 quantitative outlook.

Restructuring 130

Restructuring Forecasting Advertising Communication 130

The Big Picture

MARCH 14, 2012

Integrating social media into the association communication mix. Curious about how other associations are integrating social media into their communications mix and what it takes to succeed? Listed below are links to weblogs that reference Integrating social media into the association communication mix : Comments. Posted by: |.

Communication 40

Communication Leadership Education Numbers 40

Nerd's Eye View

OCTOBER 2, 2023

This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)

Communication 91

Communication Tax Planning Technology Planning 91

CFO News Room

JANUARY 13, 2023

Communication is a key function for think tanks, which are typically focused on disseminating findings on complex issues to diverse audiences. Similar to other archetypes, Field Builders rely on a robust communications function. Designers leverage internal expertise to design programs and approaches.

Prioritization 130

Prioritization Communication Leverage Leadership 130

Adam Kae

MARCH 12, 2024

The constant juggling act of acquiring new clients, retaining the existing ones, and trying to keep those revenue numbers in the green. Collaborating with a Fractional CFO for Seamless Integration Bringing in a Fractional CFO isn't just about numbers; it's about collaboration. Transparent communication breeds trust.

Sales 52

Sales CFO Communication Benchmarking 52

Nerd's Eye View

APRIL 6, 2023

In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can approach decisions regarding work flexibility and tactics they can use to communicate these choices with prospects and clients. take on no more than 25 clients to maintain their 20-hour workweek).

Communication 70

Communication Construction Planning Numbers 70

CFO News Room

JANUARY 25, 2023

After more than 40 years of declining union membership, low unemployment has given workers more power, and there has been a tremendous upswing in the number of workers asking to hold union elections. Namely, that many workers are trying to communicate to their employers that they want to improve their workplaces — not abandon them.

Communication 130

Communication Numbers Marketing Economics 130

PYMNTS

JULY 19, 2017

Facilitating this communication and cooperation is the digitization of many of these processes. That presents a significant opportunity for the T&E industry that has, as of late, been taking advantage of the need of integrated services that all communicate with each other.

Numbers 43

Numbers Communication Compliance Investments 43

Nerd's Eye View

DECEMBER 14, 2023

In the world of financial advisors, tradition often emphasizes technical numbers, structure, and a firm focus on solving financial problems. In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards delve into Carl's latest project – the "50 Fires" podcast.

Communication 79

Communication Finance Investments Numbers 79

Nerd's Eye View

APRIL 12, 2024

Also in industry news this week: A recent study indicates that advisors charging clients on a monthly subscription basis hiked their fees by an average of 6% in 2023, raising the salience of how advisors can most effectively communicate fee increases to clients A survey suggests that while financial advisors are increasingly aware of Artificial Intelligence (..)

Leverage 79

Leverage Leadership Communication Planning 79

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Planning 78

Planning Communication Education Leverage 78

Barry Ritholtz

AUGUST 9, 2023

Consumer Discretionary Year-over-Year is +52.2%, Communication + 18%, and Industrials 11.8%. We will see something similar in the next few CPI reports, as the hottest year-ago numbers drop off from the 12-month series. The flip side of this is the sectors that got shellacked in 2022 are now showing massive profit recoveries.

Communication 98

Communication Numbers Banking Data Analysis 98

CFO Talks

OCTOBER 4, 2022

B eatty, who has served as a director on the boards of 35 companies and as chairman of eight, told McKinsey : “I want a CFO who understands the numbers, understands what’s behind them, and stands up independently. Clear communication around important issues . Are the numbers just too intense?

CFO 52

CFO Communication Auditing Numbers 52

Nerd's Eye View

JANUARY 12, 2024

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

Practice Management 83

Practice Management Budgeting Communication Securities 83

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Benchmarking 78

Benchmarking Communication Practice Management Securities 78

PYMNTS

MARCH 11, 2016

Jodi Seth, director of policy communications for Facebook, acknowledged to Forbes that the system isn’t “perfect,” adding that it “will not be our last policy update. We’ll continue to think about how we can do this better … We’re always trying to find ways to improve the process.”

Numbers 40

Numbers Sales Communication eCommerce 40

Fpanda Club

SEPTEMBER 2, 2021

Performance management is a range of practices which a company uses to measure its performance and communicate results. However, interpersonal and communication skills are equally important, especially today when we are witnessing a huge shift of the FP&A organization towards business partnership model.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

Fpanda Club

MARCH 27, 2023

So, what is so special about the FP&A role that it attracts that much attention and has almost become a buzzword within the finance community? But first, it should be probably mentioned what FP&A is not about: IT’S NOT ABOUT NUMBERS, REPORTING OR CODING. Well, there are many reasons for that.

Finance 130

Finance Auditing Compliance CFO 130

Spreadym

NOVEMBER 8, 2023

Communication: Effective communication is essential, both in terms of sharing information and collaborating on the budget, as well as in reporting on budget performance throughout the year. This flexibility helps organizations remain competitive and responsive to evolving business environments.

Budgeting 59

Budgeting Communication Strategic Planning Analyzing Data 59

Nerd's Eye View

JANUARY 26, 2024

Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)

Compliance 79

Compliance Communication Technology Planning 79

CFO News Room

DECEMBER 16, 2022

Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Employment numbers for Financial Managers are expected to rise by 17% over the next decade, faster than the average for all occupations. Communication Skills.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

Nerd's Eye View

APRIL 4, 2024

Ultimately, the key point is that there are a number of ways that the financial planning industry can tackle the looming spike in demand for new advisors without imposing an artificial obligation on advisors, which, if not met, would imply a deficiency in professional duty.

Communication 78

Communication Leverage Planning Sales 78

Navigator SAP

JULY 15, 2022

Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. Support for various business sectors. Typically:

Budgeting 172

Budgeting Leadership Communication Leverage 172