Adam Kae

NOVEMBER 13, 2023

This grants you the freedom to concentrate on refining your service delivery and optimizing your newly expanded team's potential. Negotiating flexible payment terms can ease the financial burden, allowing you to leverage the acquired agency's assets without a significant immediate cash outlay.

Sales 52

Sales Concentration CFO Leverage 52

Barry Ritholtz

MAY 15, 2023

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.

Math 56

Math Concentration Construction Leverage 56

CFO News Room

FEBRUARY 2, 2022

In the short-term, Bitcoin trades as a risky asset in an increasingly risk-on, risk-off market. The market for Bitcoin Futures may be less developed, and potentially less liquid and more volatile, than more established futures markets. This risk may be adversely affected by “negative roll yields” in “contango” markets.

Concentration 130

Concentration Investments Securities Currencies 130

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA.

Concentration 141

Concentration Benchmarking Investments Accounting 141

CS Lucas

NOVEMBER 29, 2023

Such technical breaches may trigger cross default clauses and jeopardize corporate reputations with credit markets more broadly. On a large scale, even the smallest oversight could cost a business significant penalties or early repayments. Alerts notify appropriate stakeholders as threshold limits approach.

Technology 52

Technology Treasury IFRS Compliance 52

PYMNTS

AUGUST 28, 2018

Moody’s Analytics’ chief economist Mark Zandi is sounding the alarm over a surge in corporate debt among a concentrated group of U.S. Zandi suggests that the debt burden mirrors the subprime lending spike, which eventually led to the 2008 economic crisis and breakdown of the nation’s financial services market. “It trillion in debt.

Leverage 40

Leverage Concentration Economics Marketing 40

PYMNTS

DECEMBER 8, 2019

BigTech’s entry into finance has had benefits, like financial inclusion in emerging markets and underbanked economies. Some risks are similar to those from financial firms more broadly, … [stemming] from leverage, maturity transformation and liquidity mismatches, as well as operational risks,” the report said.

Financial Data 52

Financial Data Concentration Auditing Leverage 52

Nerd's Eye View

SEPTEMBER 20, 2022

Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households.

Concentration 65

Concentration Restructuring Planning Leverage 65

Future CFO

SEPTEMBER 10, 2023

Chote Kiatruangamala Chote Kiatruangamala , finance director at Supernap (Thailand) , noted that during 2022, with the global inflation many firms had to downsize and realign themselves more closely to their business volumes while concentrating on improving cash flow.

CFO 98

CFO Finance Leadership Concentration 98

PYMNTS

DECEMBER 23, 2019

CUs are working hard to meet these expectations, though, leveraging tactics — such as emotional marketing — to get ahead. Deep Dive: CUs Deploy Emotional Marketing Campaigns To Stay Competitive. This shift will allow many CUs to double or triple their lending capabilities, after taking effect in January. About The Tracker.

Concentration 52

Concentration Leverage Compliance Banking 52

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. in December, and well below market forecasts of -9. As aforementioned, 0.45–10%

Concentration 130

Concentration Economics Manufacturing Numbers 130

Spreadym

JUNE 15, 2023

By identifying the key drivers, organizations can concentrate their efforts and resources on those areas that have the most significant impact on achieving their goals. For instance, understanding how changes in marketing expenditure affect revenue growth.

Planning 52

Planning Prioritization Concentration Compliance 52

The Finance Weekly

OCTOBER 21, 2021

Finance leaders have traditionally concentrated on cost reduction as the key motivating factor for operational changes. We are in an increasingly tight talent market, not only in the United States but globally. CFOs are optimistic in 2021, holding the conviction that their success is tied to global expansion. Embracing Remote Work.

Corporate Finance 97

Corporate Finance Finance Concentration CFO 97

VCFO

NOVEMBER 4, 2022

People Operations/HR Consultant in vcfo’s Dallas market. Pick virtually any period and one will find a familiar bell curve continuum – one end populated by businesses that won’t make it through, a group in the middle that battles to just get by, and another end where to the market victors go the spoils.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

PYMNTS

SEPTEMBER 23, 2019

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. Allison Videtti, director of marketing for digital-focused Alliant Credit Union , believes it has come at the cost of personal touch.

Concentration 63

Concentration Leverage Healthcare Advertising 63

CFO News Room

NOVEMBER 5, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. 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. Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

PYMNTS

JULY 15, 2019

While I am not accusing any entity of committing unlawful acts, I do believe that Grubhub’s outsized market share and heavy-handed tactics could lead to artificially reduced competition, which in turn may drive up the commissions paid by struggling locally owned restaurants,” Gjonaj wrote in a July 2 letter.

Concentration 40

Concentration Leverage Marketing 40

PYMNTS

SEPTEMBER 16, 2020

PSD2 and open banking regulations were forged to accelerate competition in the financial services arena, and this week, a look at the latest initiatives reveals the opportunity for new market entrants to rival incumbents in the small business banking arena. Banking and accounting for U.K.

Banking 56

Banking Concentration Reconciliations Invoicing 56

PYMNTS

APRIL 21, 2020

In an interview with Karen Webster, Nigel Verdon, CEO of Railsbank , said the changing landscape of financial services has helped shine a light on the flexibility and speed companies need to develop new products and services and get them to market quickly to their end customers. in sight, too. “We’re

Banking 92

Banking Concentration Accounting Leverage 92

PYMNTS

APRIL 15, 2019

Specifically, who knows what dangers — for banks, at least — lurk in shadow banking, as FinTechs emerge to nibble at market share? or more commonly structured investment vehicles, collateralized debt obligations, money market funds and others — has certainly gathered momentum. Who knows what dangers lurk in the shadows?

Financial Systems 70

Financial Systems Leverage Banking Concentration 70

PYMNTS

MAY 22, 2017

Uber and Lyft, the two ride-hailing firms that left several Texas markets over controversy tied to fingerprint background checks, may be coming back. The two companies had spent millions last year during election season to help push back on regulations at the city level, lost that battle and then concentrated efforts at the state level.

Concentration 40

Concentration Leverage Marketing 40

CFO News Room

NOVEMBER 11, 2022

This interview of Richard Kozul-White of UNCTAD cover a very broad scope of economic issues from the developing country perspective: how unregulated financial markets have hindered emerging countries, how the Global Financial Crisis market failure has been ignored, and how even before Covid, these countries were facing a decade of lost growth.

Economics 100

Economics Concentration Investments Finance 100

PYMNTS

AUGUST 31, 2018

Debt, and more debt: Moody’s — through the voice of Moody’s Analytics chief economist Mark Zandi — sounded the alarm at the beginning of the week as corporate debt is getting, in his eyes, too concentrated and too high. Glimmers of the subprime lending spike seem to be shimmering as the leveraged loan market stands at $1.4

Currencies 40

Currencies Concentration Leverage Accounting 40

PYMNTS

AUGUST 3, 2016

Ninety percent of the $10 trillion “push” payments market opportunity is concentrated in a variety of disbursements made between businesses and consumers that today rely on cash, checks and ACH to move money between those parties. including payments to non-Visa branded debit cards as well.

Planning 50

Planning Concentration Healthcare Accounting 50

PYMNTS

AUGUST 9, 2019

FinTech investments targeting B2B and corporate services spanned the globe, with particular concentration this past week in SMB lending across India and Europe. Expansion plans include the Italian market. The round will be leveraged for market expansion of its supply chain digital visibility platform. Cloudleaf Inc.

B2B 46

B2B Accounts Payable Concentration Leverage 46

Spreadym

MAY 31, 2023

Environmental Analysis: Evaluating the external environment, including market trends, competition, technological advancements, regulatory factors, and societal changes. Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

PYMNTS

MARCH 28, 2019

Consider the funding gap that exists when a retailer needs to both procure and make payments on inventory — before the goods ever hit the market and are sold. Larger firms have the ability to tap into commercial paper or long-term debt markets — avenues less readily on offer for SMBs. Hiccups — And The SMB Financing Need.

B2B 52

B2B Concentration Invoicing Finance 52

The Finance Weekly

FEBRUARY 22, 2023

Entrepreneurs are typically smart engineers who have created a revolutionary product or creative marketing professionals who have identified an underserved customer base or a market need. While this may not be a full-time role in the early growth stages, it does necessitate self-discipline, concentration, and dedication.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

AUGUST 26, 2019

With the recent global explosion in skincare and wellness products, there are all kinds of stories of how various entrepreneurs wound their way into the market. All in, the company sells over 35 SKUs of skincare and bath and body products that are “formulated with pure, active, highly concentrated vitamins, minerals and botanicals.”.

Concentration 43

Concentration Manufacturing Leverage Marketing 43

CFO News Room

NOVEMBER 28, 2022

By applying the ideal-target-client framework, advisors can not only better target their marketing efforts (as they can align their website and other advertising efforts with their ideal client’s needs), but they can also streamline their day-to-day work, as they will encounter fewer ‘new’ issues as their client base grows. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 27, 2022

SK Hynix’s chief marketing officer Kevin Noh said last month that the company might be forced to sell its manufacturing operations in China. South Korean chip manufacturers heavily rely on Chinese components and cutting them off from such a valuable market could have dire economic impacts. trillion yen annually.

Manufacturing 100

Manufacturing Economics Investments Securities 100

Musings on Markets

FEBRUARY 4, 2023

The History The Adani Group, founded by Gautam Adani, started life as a commodity trading partnership business in Gujarat, and listed on stock markets in 1994, as Adani Exports, with a large chunk of its revenues coming from its operation of a local port in Mundra, with a subsequent entry into the edible oil business.

Investments 100

Investments Valuation Auditing Restructuring 100

PYMNTS

JULY 26, 2017

In some ways, the risks facing banks are longstanding: Non-traditional FIs and innovation are forcing banks to rethink their position in the market. Many banks have increasingly leveraged and become dependent on third-party service providers to support key operations within their banks,” the report stated.

Banking 46

Banking Compliance Currencies Concentration 46

PYMNTS

JULY 17, 2017

But in China, a change has been brewing — and rapidly, as the market is evolving away from those docks. There are a number of very interesting target markets, because no matter what city you are in, they want bikes as opposed to cars.”. What we can see with that level of data is phenomenally granular.”. sometime soon.

Transportation 48

Transportation Startups Concentration Leverage 48

CFO News Room

DECEMBER 5, 2022

Built around the presumption that tech could be so efficient that robos could charge 1/4 th of the price of human advisors and still be more profitable, at least at scale… and, at the same time, grow rapidly by capturing a market of consumers that traditional advisors couldn’t even afford to serve (i.e.,

Planning 130

Planning Technology Valuation Communication 130

PYMNTS

MARCH 1, 2017

Looking at the geographic concentration of activity, the US was the most active region, with 47 percent of activity, followed by China at 41 percent. First, the company plans to double down on what’s working—funding more subscription based business models and introducing new types of models that leverage OrderGroove’s API. “We

B2C 49

B2C Concentration Leverage Investments 49

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) Sales & Marketing. This year has been challenging for many financial advisors as they help their clients (and their own firms!) and inflation levels not seen in several decades. Regulatory.

Planning 130

Planning Benchmarking Profit and Loss Communication 130