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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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What Investors Need to Know

CFO News Room

We specifically mentioned three cryptocurrencies in this article, but there are actually more than 10,000 coins in the crypto world, so it’s important to categorize the coins before making investment decisions. By knowing the top trends and investment opportunities, you can incorporate exposure to digital assets into your portfolio.

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Links 1/16/2023 | naked capitalism

CFO News Room

The ability of FTX to woo the wealthy New York family gives a fresh sign of how far Bankman-Fried had penetrated the US elite in his drive to attract investment for his businesses. Findings: We found strong linear association between wastewater concentration and estimated community prevalence (r=0·916). Biden Administration.

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How global treasurers and CFOs should approach an erratic economy

Future CFO

Corporate treasury actions for capitalising on improved cash management Reliable, high-cadence forecasting is boosted by these recommended treasury tactics for managing turbulence: 1) Invest excess cash in instruments with advantageous interest rates. Treasurers should leverage cash forecasts to achieve better cash conversion.

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Companies eye money market funds for cash management

Future CFO

Private fund firms are now putting idle cash to work in money market funds (MMFs), which has the dual benefit of earning a yield from cash holdings in addition to mitigating concentration risk. MMFs charge a standard investment management fee and deduct other expenses from the overall pool of assets.

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund. Become the New McKinsey?

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

CFO News Room

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Pundits continue to expect “SECURE 2.0”