Remove Concentration Remove Construction Remove Prioritization
article thumbnail

Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

Barry Ritholtz

I mean certainly there’s still like a huge, a huge concentration in kind of, you know, the Bay area and then kind of New York, Boston area. So again, depending on the industry, it depends on sort of where our concentration of bankers are. 00:43:55 [Speaker Changed] So I also read you value and prioritize mentorship.

article thumbnail

Planful vs. Datarails

The Finance Weekly

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. What is Datarails’, FP&A Genius?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Modern Qualities a CFO Must Have

The Finance Weekly

Get Involved in All Aspects Of Your Business The difference between an average CFO and a great one is that the latter prioritizes becoming involved in corporate issues, attending sales and marketing meetings and visiting clients. Aside from that, you should be eager to resolve your concerns and provide constructive criticism.

CFO
article thumbnail

2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Altogether, Kinder’s first question is a valuable tool for advisors to work constructively with clients to help them discover their true goals. Together, these constructs are used to create a 2´2 framework that can be used to identify an individual’s Retirement Income Style Awareness (RISA) profile.

article thumbnail

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

CFO News Room

A wide range of factors go into an investor’s asset allocation, from their risk tolerance to their time horizon for needing the funds, and ensuring clients have an appropriately constructed portfolio is one of the key ways advisors can add value. And while Greg Valliere, chief U.S. will pass by the end of the year.

article thumbnail

Transcript: Marta Norton

Barry Ritholtz

NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. And we’ve learned some hard lessons that way.

article thumbnail

Transcript: Natalie Wolfsen, Orion CEO

Barry Ritholtz

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. 00:13:39 And so after that first 90 days, I started looking at things that we could prioritize a little differently.