PYMNTS

FEBRUARY 19, 2020

The firm plans to move from its current deal-focused approach to concentrate on local experiences, such as local painting classes or wine-tasting dinners, as The Wall Street Journal reported. As it faces a competitive retail market, Groupon Inc. intends to discontinue its sale of merchandise by the close of 2020.

Concentration 97

Concentration Sales Forecasting Retail 97

Global Finance

DECEMBER 5, 2024

All finances will be concentrated in a single entity: Pemex. A new Pemex law, expected next February, will seek to eliminate subsidiaries in exploration and production, industrial transformation, logistics and fertilizers. The company will be allowed to create new subsidiaries.

Foreign Exchange 109

Foreign Exchange Concentration Budgeting Finance 109

Nerd's Eye View

JUNE 16, 2025

At the same time, a wider range of fee structures could help firms serve a more diverse client base by expanding access to financial advice, which has traditionally remained concentrated in high-net-worth households.

Concentration 93

Concentration Planning Sales Practice Management 93

Barry Ritholtz

JANUARY 4, 2025

Wall Street Journal ) 200 Years of Market Concentration : Is this trend an anomaly or part of an ongoing pattern in the stock market? To answer this question, we have collected data on the concentration of the US stock market over the past 235 years, from 1790 until the present. Its made by a company youve never heard of.

Concentration 98

Concentration Advertising Financial Data Marketing 98

CFA Institute

JUNE 19, 2024

Investors are showing increased concern about large-cap stocks due to high market concentration and lofty stock valuations. Other factors combine to make a compelling case for small caps.

Concentration 52

Concentration Valuation Marketing Economics 52

PYMNTS

DECEMBER 16, 2020

According to Mexican regulators, the two companies in charge of the country's credit and debit settlements represent "a near monopoly," and big businesses need to sell shares in those companies, the Associated Press (AP) reported.

Concentration 83

Concentration Banking Accounting Economics 83

PYMNTS

DECEMBER 27, 2020

Financial regulators in China are moving to curb the influence of Jack Ma 's Ant Group by telling it to switch focus back to its mainstay payments business while fixing issues in personal lending, wealth management and more, The Wall Street Journal (WSJ) reports. The People's Bank of China criticized Ant on Sunday (Dec.

Concentration 90

Concentration Foreign Exchange Banking Valuation 90

Barry Ritholtz

MARCH 18, 2025

Consider direct indexing to reduce capital gains and reduce concentrated positions. E Own bonds for income and to offset stock volatility. Primarily Treasuries, investment-grade corporates, munis, and TIPs. Be tax-aware. Use a regret minimization strategy when sitting on outsized single position gains.

Investments 127

Investments Math Concentration Numbers 127

Barry Ritholtz

NOVEMBER 27, 2024

The result will be very predictable: concentric rings will expand out from where the mass disrupts the calm surface. Next time you encounter a calm pond or lake with a nice, smooth surface, pick up a rock and toss it into the water. This is how models depict the economy. Once the surface settles down, repeat the exercise.

Concentration 80

Concentration Forecasting Retail Marketing 80

Barry Ritholtz

DECEMBER 4, 2024

(December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. Tell us what a concentrated position is.

Concentration 52

Concentration Math Accounting Investments 52

CFA Institute

MAY 1, 2024

Concentrating on “priority best” trading improves factor portfolio performance. Smart rebalancing rules help portfolio managers capture more of the return that is inherent in their factor strategies.

Concentration 52

Concentration Construction Investments 52

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Concentration 75

Concentration Valuation Securities Education 75

CFO News

JUNE 19, 2025

Audit experts are calling this step progressive which will help in decentralising audit concentration from large firms that hold the majority of the mandate. Presently an individual CA can conduct 60 audits in a year but the rule is not the same for partners in accounting firms.

Auditing 40

Auditing Concentration Accounting Firms Accounting 40

E78 Partners

NOVEMBER 7, 2024

Outsourcing also enables internal teams to concentrate on essential business tasks rather than getting weighed down by the challenges of telecom management. Consequently, companies can efficiently concentrate on their primary tasks while meeting their telecommunications requirements.

Concentration 59

Concentration Vendor Management Communication Risk Management 59

CFA Institute

JANUARY 18, 2024

Many lack the diversification and risk control needed to guard against concentration and macro risk. Not all low volatility strategies are created equal.

Concentration 52

Concentration Performance Measuring Risk Management Economics 52

Nerd's Eye View

AUGUST 9, 2022

Welcome back to the 293rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anna N’Jie-Konte.

Concentration 97

Concentration Leverage Planning Economics 97

Global Finance

MARCH 5, 2025

billion) in acquisitions and operations across Brazil, where half of its operations are now concentrated.

Pharmaceutical 115

Pharmaceutical Investments Concentration Economics 115

CFA Institute

JULY 25, 2023

He is pursuing a bachelor's of science degree in business with a concentration in finance and a minor in computational data science. Simon Kanazeh is a senior at George Mason University pursuing his bachelor's of science degree in business with a concentration in finance.

Marketing 52

Marketing Concentration Investments Finance 52

CFA Institute

MAY 25, 2023

Yuge Pang is a recent graduate of George Mason University School of Business with a concentration in finance. Kexin Xu is a recent graduate of George Mason University School of Business with a concentration in finance. She is also a dean's list student and FNAN & FPWN Honors Program member.

Concentration 52

Concentration Marketing Data Analysis Valuation 52

CFA Institute

MARCH 25, 2024

He concentrates on the development of new index strategies that capitalize on factor premia to deliver superior risk-adjusted returns, with a particular emphasis on the exchange traded funds (ETF) market. Ryan Giannotto, CFA, joined FTSE Russell, a division of LSEG, as manager of Equity Index Research in August 2021.

Concentration 52

Concentration Economics Investments Marketing 52

CFO News

NOVEMBER 26, 2024

NFRA is firm on its revised auditing standards, particularly SA 600, but remains open to reconsidering the approach if ICAI or any other regulatory body presents compelling evidence of audit concentration risks.

Concentration 40

Concentration Auditing 40

CFO News

JUNE 17, 2025

The Institute of Chartered Accountants of India aims to discourage audit assignment concentration. From fiscal year 2027, a partner in an accounting firm can conduct a maximum of 60 tax audits annually. Charanjot Singh Nanda, president of ICAI, shared this decision. New guidelines will soon be notified after ICAI's council meeting in May.

Auditing 40

Auditing Concentration Accounting Firms Accounting 40

Nerd's Eye View

MARCH 18, 2025

So, whether you're interested in learning about attracting high-net-worth business-owner clients, how to handle the topic of concentration risk with entrepreneur clients, or strategies for receiving valuable and actionable client feedback, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Ali Nasser.

Concentration 52

Concentration Planning Education Investments 52

CFA Institute

JULY 31, 2024

Alex Handley is a sophomore at George Mason University College of Engineering and Computing, pursuing a degree in industrial and systems engineering with a concentration in financial engineering. He currently serves as treasurer of the Stock Talk Club and has a strong interest in financial markets and mergers and acquisitions.

Marketing 52

Marketing Concentration Economics Finance 52

CFO News Room

FEBRUARY 4, 2022

Some of those that held up best strayed from their traditional investing grounds, or concentrated on the shortest maturities. . Qualcomm posted strong quarterly earnings and gave an upbeat sales outlook, underscoring that demand for chips for everything from smartphones to cars remains elevated. Chart of the Day. Source link.

Profit and Loss 130

Profit and Loss Marketing Concentration Forecasting 130

CFO News

JUNE 8, 2023

Joint Audit India: David Herbinet, its global head of audit, says joint audit deals with challenges of high concentration of Big Four firms and of audit quality

Auditing 98

Auditing Concentration 98

CFO News

APRIL 26, 2023

" If you don't want to restrict their further growth or market share, one way is to be sure that they have enough skin in the game and only efficient concentration is taking hold in the economy."

Concentration 98

Concentration Marketing 98

CFO News

MARCH 17, 2024

The Securities and Exchange Board of India (Sebi) has exempted overseas funds, having more than 50% of their India equity assets under management in a single corporate group, in case the concentrated holdings of the funds are in a listed company with no identified promoter.

Compliance 98

Compliance Concentration Securities 98

CFO Thought Leader

MAY 21, 2025

We become the connective tissue between purchases, POS data, and the books, taking care of the work few restaurant people enjoy and freeing them to concentrate on what inspired them to open a restaurant in the first place. Because invoices flow automatically into the accounting system, managers no longer spend evenings entering data.

CFO 52

CFO Profit and Loss Invoicing Concentration 52

Barry Ritholtz

JUNE 28, 2023

In many cases, investor demand for AI-related stocks has fueled these increases” Sometimes you need to see things like this visually to capture all of the broad contexts of stock concentration in indices… The post S&P 500 Companies: A Visual Breakdown appeared first on The Big Picture.

Concentration 105

Concentration Numbers Accounting Marketing 105

PYMNTS

SEPTEMBER 27, 2020

“When everybody has to move to homeworking, everyone has to become their own cybersecurity expert and make their personal network as robust as they can,” Roderick Jones, founder of cybersecurity protection group Concentric Advisors told FT. Otherwise they risk exposing their corporate information.”.

Securities 129

Securities Concentration 129

PYMNTS

JULY 5, 2020

Hemp, a strain of cannabis with lower concentrations of THC, the substance that makes users high, was legalized in 2018. It’s intended to “enhance the availability of financial services and the financial transparency of hemp-related businesses in compliance with federal law,” the notice said.

Treasury 140

Treasury Banking Concentration Manufacturing 140

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. Capitalism, however, also creates concentrations of economic power because of the ability of successful investors and entrepreneurs to gather large amounts of wealth.

Concentration 130

Concentration Economics Marketing Currencies 130

CFO Thought Leader

JUNE 2, 2025

Thats especially vital in California, where Hecht says CSAA faces its greatest insurance concentration and the most market volatility. For CSAA, strategy is inseparable from service. Our strategy is deeply tied to serving AAA members, Hecht tells us. While other insurers have exited the state, CSAA has stayed the course.

CFO 52

CFO Communication Concentration Finance 52

CFO News

SEPTEMBER 17, 2024

Amid concerns from the Institute of Chartered Accountants of India about potential audit concentration among large firms, the NFRA proposes significant revisions to SA 600 to address audit deficiencies and enhance oversight.

Concentration 75

Concentration Auditing Accounting 75

FISPAN

APRIL 27, 2022

AJ holds a Bachelor’s degree in Computer Information Systems with a concentration in Systems and Networking, as well as a minor in Economics. AJ also completed his Master of Science (MSc) in Computer Science with a focus on artificial intelligence.

Concentration 98

Concentration Economics Finance Technology 98

Global Finance

DECEMBER 6, 2024

The client base predominantly consists of HNWIs and UHNWIs concentrated in Qatar and the broader Middle East and North Africa region, backed by QNBs presence in London, Paris, and Geneva. QNB Private manages a substantial portfolio, with assets under management reflecting a steady increase year on year and an expanding market share.

Banking 52

Banking Concentration Investments Risk Management 52