Nerd's Eye View

JUNE 28, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Concentration 75

Concentration Prioritization Auditing Compliance 75

CFO News Room

FEBRUARY 2, 2022

Going forward, the network of participants and the number of use cases could continue to see rapid growth, giving cryptocurrencies in this category plenty of further upside. In 2021, there were a number of digital asset company IPOs, led by Coinbase , the largest listing (IPO, SPAC, or otherwise) of any digital asset company in history.

Concentration 130

Concentration Investments Securities Currencies 130

CFO News Room

FEBRUARY 2, 2022

As is always the case, a certain number of ineligible companies— many of them publicly traded — got large loans approved before many other firms could even get access to a bank in order to apply. Her primary research interests include the US economy, the federal budget, homeland security, taxation, tax competition, and financial privacy.

Economics 130

Economics Concentration Numbers Budgeting 130

CFO Talks

NOVEMBER 29, 2024

This early encouragement played a key role in shaping my future, as it introduced me to the world of business and numbers. Understand that as a CFO, your role is not just about numbers but about influencing and guiding the organisation’s financial health and strategy. What advice would you give to someone aspiring to be a CFO?

CFO 95

CFO Auditing Leadership Finance 95

Generation CFO

DECEMBER 20, 2021

I did not fully appreciate how workforce planning has developed over the years, the huge difference between private and public sector, the GDPR conundrum nor the potential number of drivers that can be used in a salary plan. If we go back a few years, HR was very much concentrated on getting payroll correct. Access Full Webinar.

Planning 131

Planning Benchmarking Budgeting Concentration 131

Simply Treasury

JULY 12, 2021

Paradoxically, "retail" developments are often faster and more intense than "corporate" developments, notably for reasons of security and integration into the IT systems of large companies. Number of fintech’s, but for whom? We could not name the solutions given their huge number. What are they doing in such situations?

Treasury 130

Treasury Cash Flow Forecasting Concentration Retail 130

Musings on Markets

JUNE 2, 2025

BoC/BoE Sovereign Default Database While the number of sovereign defaults has ebbed and flowed over time, there are two points worth making about the data. In fact, the number of Aaa rated countries was the same in 1985, when there were thirteen rated countries, as in 2025, when there were 143 rated countries.

Marketing 116

Marketing Currencies Treasury Economics 116

CFO News Room

NOVEMBER 16, 2022

This is the approach that a number of automakers are embracing. The system assigns scores to each critical component and commodity based on types of risks, such as environmental, geopolitical, lead time for production capacity, and geographic concentration of suppliers.

Concentration 130

Concentration Prioritization Investments Manufacturing 130

PYMNTS

APRIL 24, 2017

McGurk agreed, noting why the first lesson of information security — the first consideration before one gets to technology or process — is humility. You can’t get overconfident in information security,” he said. We have third parties and internal audits that are performed against various security processes each year.

Securities 46

Securities Compliance Concentration Auditing 46

Global Finance

AUGUST 27, 2024

Adams provided Global Finance with some insight on sub-custody services, his approach to client management, and the complicated nature of modern securities services. Adams: Many companies are looking to expand into these markets and rightfully so, when you consider the number of untapped opportunities.

Concentration 105

Concentration Investments Securities Marketing 105

Barry Ritholtz

FEBRUARY 5, 2025

Ted Seides : The original premise of hedge funds was to deliver an equity-like return in marketable securities with less risk than the equity markets. Anyone who puts up like really big numbers wildly outperforming the market sort of gets feted by the media, and then they sort of fade back into what they were doing. Why hedge funds?

Investments 59

Investments Concentration Marketing Leverage 59

PYMNTS

APRIL 13, 2020

New customers for Amazon grocery delivery will be directed to a waitlist so the eCommerce giant can concentrate on fulfilling backlogged orders, the company said on Sunday (April 12). In the coming weeks, we will launch a new feature that will allow customers to secure time to shop.

Concentration 71

Concentration eCommerce Securities Sales 71

PYMNTS

AUGUST 31, 2020

Securities and Exchange Commission (SEC), the San Francisco-based company announced Monday (Aug. Wish’s filing follows a number of startups, including Snowflake, Palantir Technologies and Asana, seeking opportunities amid a crush of investors, Reuters reported. 31) in a press release.

eCommerce 70

eCommerce Concentration Valuation Startups 70

PYMNTS

AUGUST 22, 2019

In terms of the headline numbers, net income was up 92 percent to 92.5 Management pointed to the recent introduction of the 3D Secure 2 product, now deployed by Uber, Match.com and other firms. Management said growth was logged across all regions, and termed that growth “well-diversified” as merchant concentration has been decreasing.

Marketing 66

Marketing Concentration CFO eCommerce 66

VCFO

NOVEMBER 7, 2023

How Quality of Earnings Reports Impact Valuation Securing a Quality of Earnings (QoE) report is often a routine step in the due diligence process for acquisitions. It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers.

Valuation 83

Valuation Auditing Concentration CFO 83

Global Finance

SEPTEMBER 9, 2024

Treasury must be able to react quickly to new scenarios while optimizing liquidity in both the short and long term to secure the company’s financial health. That said, AI and ML systems answer corporate treasurers’ continuing need for better ways to extract meaning from the numbers.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

Future CFO

FEBRUARY 13, 2023

We onboarded with Docusign to facilitate more secure digital signatures for transactional and legal documents. We also started to utilise Power BI for the creation of consolidated reporting materials that are easy to digest instead of referring to heavy excel sheets for the numbers. “We

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

Global Finance

JULY 26, 2024

Nordea , which wins two awards this year, as both Best Fraud Detection Solution and Best Bank for Treasury FX Services, has developed a new secure Cash Management self-service request. Embedded finance features include global payments, virtual accounts (VAs), and account management.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

PYMNTS

OCTOBER 21, 2016

Some of the companies leading the omnicommerce charge recently concentrated their efforts on introducing innovative plans to expand both their consumer base and also bolster their payment offerings.

Concentration 74

Concentration eCommerce Retail Securities 74

Musings on Markets

MAY 5, 2023

In addition, banks can also invest some of the cash in securities, usually fixed-income, and with varying maturities and degrees of default risk, again earning income from these holdings. The first is the duration of these securities , relative to the duration of the deposit base, with a greater mismatch associated with more risk.

Banking 98

Banking Profit and Loss Securities Investments 98

PYMNTS

MAY 5, 2020

Issuers may be eying the coming chargeback and dispute storm, but right now, said Quevedo, they’re concentrating on prioritizing claims processing. In other cases, they may be devising bank identification number (BIN) attacks or using card generators to create many potential card numbers. The Issuer Side Of The Equation.

Concentration 83

Concentration Prioritization Entertainment Banking 83

PYMNTS

MAY 11, 2020

In addition to grocery stores, online EBT enablement using PIN on Glass technology is also being deployed at two of the nation’s largest farmer’s markets, given the high concentration of EBT customers who are served in those markets. They, too, want to provide more options for payment via online or mobile channels.

Concentration 72

Concentration eCommerce Technology Securities 72

PYMNTS

JANUARY 27, 2020

DFA has a number of milk-bottling plants as well as consumer dairy brands. A couple of farm groups have expressed concern that the deal would concentrate milk buyers in different parts of the country. In November, the two entities announced they were looking into making a deal with each other. million in 2018. is marketed by them.

Concentration 60

Concentration Securities Sales Retail 60

Global Finance

SEPTEMBER 9, 2024

These advancements have thrust AI into the heart of national security and geopolitical discussions. Yet, this lead isn’t necessarily secure. AI’s positive impact will be concentrated, initially, “in a limited number of sectors.” The story cites Stanford University’s Llama 3-V project. “The

Economics 111

Economics Construction Leverage Technology 111

Global Finance

OCTOBER 14, 2024

Mexico continues to post record numbers for many of its economic indicators. Concentrating on small and midsize enterprises (SMEs), Kapital saw a need for a one-stop solution for businesses. Mexican fintechs eye a piece of the nearshoring pie. million) to more than 7 billion pesos, says co-founder and CFO Fernando Sandoval.

Banking 64

Banking Concentration Startups Economics 64

PYMNTS

AUGUST 31, 2020

Securities and Exchange Commission (SEC), the San Francisco-based company announced Monday (Aug. Wish’s filing follows a number of startups, including Snowflake, Palantir Technologies and Asana, seeking opportunities amid a crush of investors, Reuters reported. 31) in a press release.

eCommerce 56

eCommerce Concentration Valuation Startups 56

PYMNTS

OCTOBER 12, 2020

This growth is a double-edged sword for merchants, as they need to keep up with consumers’ shifting payment expectations online and in-store while protecting their data against increasing numbers of fraud attacks.

Retail 79

Retail Concentration Leverage Entertainment 79

PYMNTS

APRIL 3, 2019

Security firm UpGuard posted about the news on Wednesday (April 3). This same type of collection, in similarly concentrated form, has been cause for concern in the recent past , given the potential uses of such data.”. Since that scandal, the social media giant has reduced the number of apps that have access to user data.

Concentration 53

Concentration Securities Numbers Accounting 53

E78 Partners

SEPTEMBER 17, 2024

Exact numbers are hard to come by, but the presence of Private Equity has been a contributing factor to the rapid growth within the MSO space. However, as the demand for MSO services grows, and the number of clinics supported increases, common challenges emerge, namely staffing, scaling, capital access, and cybersecurity.

Healthcare 52

Healthcare Compliance Concentration Securities 52

E78 Partners

SEPTEMBER 17, 2024

Exact numbers are hard to come by, but the presence of Private Equity has been a contributing factor to the rapid growth within the MSO space. However, as the demand for MSO services grows, and the number of clinics supported increases, common challenges emerge, namely staffing, scaling, capital access, and cybersecurity.

Healthcare 52

Healthcare Compliance Concentration Securities 52

PYMNTS

OCTOBER 8, 2019

Taking the pulse of where we stand coming into the last few months of 2019, deal activity has seemingly been concentrated within the alternative finance and investment arenas. Sites such as TechCrunch report that a number of merchants have also joined the company’s audience of active users. percent, eCommerce at 23.8

Finance 57

Finance Concentration Startups Investments 57

Barry Ritholtz

JANUARY 24, 2024

But again, you’ve got that net gain generally over time in a direct index, you’re getting that same professional and diversification, but instead of investing in a product that’s got one price, you’ve got access to the individual securities underneath – all trading at different prices. 400, 450, 500.

Concentration 98

Concentration Investments Accounting Marketing 98

PYMNTS

JANUARY 24, 2019

As reported in this space and elsewhere, Ripple said in recent months that a number of financial firms have been signing on to its offerings for cross-border payments. The ability to make QR code payments offers our customers convenient and secure alternatives to carrying cash.”. Among the dominant players: UPI, IMPS and others.

Concentration 62

Concentration Banking Leverage Retail 62

Musings on Markets

AUGUST 19, 2024

As companies age, the numbers will become more important, as the stories you tell will be constrained by what you have been able to deliver in growth and margins. As companies age, the numbers will become more important, as the stories you tell will be constrained by what you have been able to deliver in growth and margins.

Corporate Finance 123

Corporate Finance Valuation Investments Finance 123

CFO Thought Leader

APRIL 15, 2024

This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his latest stint as CFO of Semperis, a leading cybersecurity firm. It’s a great space to be in, and we have great products.

CFO 52

CFO Investments Concentration Restructuring 52

PYMNTS

SEPTEMBER 5, 2017

With a growing number of automated machines performing jobs and tasks that could eliminate jobs, one San Francisco official is pushing a statewide “tax” in California on robots that put people out of work. For some, though, the issue is more about safety than job security. jobs are lost to automation.

Concentration 43

Concentration Healthcare Securities Numbers 43

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products.

Planning 130

Planning Technology Valuation Communication 130