Centage

AUGUST 15, 2022

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

PYMNTS

DECEMBER 27, 2020

Ant said it appreciated the bank's statements and would work toward complying, including putting together a timetable and plan of action, WSJ writes. The regulations will mean that Ant, one of the most valuable startups in the world, will have to rein in its inroads into lucrative areas of business.

Concentration 90

Concentration Foreign Exchange Banking Valuation 90

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

Nerd's Eye View

AUGUST 9, 2022

Anna is the founder of Dare to Dream Financial Planning, an independent RIA based in New York City that has grown to more than $400,000 of annual revenue in barely 3 years by building a focused base of 32 ongoing clients coupled with more than a dozen project-based planning clients who go through a one-day financial planning intensive.

Concentration 97

Concentration Leverage Planning Economics 97

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

MAY 25, 2023

He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU. Yuge Pang is a recent graduate of George Mason University School of Business with a concentration in finance. She plans to pursue the CFA charter in the near future.

Concentration 52

Concentration Marketing Data Analysis Valuation 52

CFA Institute

JULY 25, 2023

He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU. He is pursuing a bachelor's of science degree in business with a concentration in finance and a minor in computational data science.

Marketing 52

Marketing Concentration Investments Finance 52

VCFO

JANUARY 23, 2024

This blog explores how adopting a proactive approach to business exit planning can significantly reduce personal risk and pave the way for a successful transition. By identifying the right buyers early on, you not only secure the future of your business but also reduce the personal risk associated with a concentrated business portfolio.

Planning 81

Planning Concentration Strategic Planning Securities 81

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. Maybe it’s due to employee stock option plans.

Concentration 52

Concentration Math Accounting Investments 52

The Finance Weekly

MAY 5, 2024

The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. That's where sales and revenue planning, along with the game-changing concept of Revenue Operations (RevOps), come in. What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

CFO Plans

DECEMBER 29, 2024

Unlock Your Business’s Full Potential with CFO Plans The Danger of a Break-Even Mindset in Business In the dynamic world of financial services, business owners often fall into a common trap: focusing solely on breaking even. Embrace Strategic Financial Planning Effective Financial Planning for Businesses goes beyond balancing the books.

Strategic Planning 52

Strategic Planning CFO Concentration Manufacturing 52

CFA Institute

JULY 31, 2024

He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU. 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

PYMNTS

JUNE 4, 2019

To change the way consumers buy home cleaning products, eCommerce companies are allowing consumers to purchase eco-friendly concentrates through the refill business model. Reed’s company works with a firm that creates concentrates for a product that is suitable for use in the home. You don’t have to touch the concentrate.”

Concentration 59

Concentration Planning eCommerce Numbers 59

CFO Plans

JANUARY 27, 2025

This requires targeted financial planning, ensuring every dollar spent aligns with strategic goals. By focusing on targeted planning, businesses can make sure their investments drive sustainable growth and profitability. Get Started with CFO Plans Today and take a step towards transforming your financial strategies.

Prioritization 52

Prioritization CFO Concentration Planning 52

CFO Talks

APRIL 22, 2025

Because lets face these days, planning the future on a single-track projection is like betting the farm on a weather forecast. Done right, its not just a technical upgrade to your planning toolkit. Traditional forecasting assumes that things go to plan. As CFO, your job is not just to produce a plan. Its a mindset shift.

Forecasting 52

Forecasting CFO Leadership Concentration 52

CFO Talks

NOVEMBER 21, 2024

Whether through guiding a company through periods of expansion or navigating complex challenges, I am motivated by the potential to make a significant impact. Additionally, I plan to stay engaged in continuous learning, ensuring I remain adaptable and well-versed in the latest business trends and technologies.

CFO 98

CFO Leadership Problem Solving Communication 98

Nerd's Eye View

SEPTEMBER 13, 2022

Vest and Financial Network to improve upon or outright establish new advisory platforms within their existing brokerage businesses, and how in three short years, Carolyn built a new training and development platform for LPL’s largest advisors – helping them recruit and retain advisors, create better compensation packages, and even build (..)

Leadership 95

Leadership Concentration Planning 95

Fpanda Club

NOVEMBER 15, 2022

Though black swans are our blind spots which will never be completely eliminated, there are some techniques that may be helpful in detecting the gaps and having a plan beforehand. In its underlying backwards way of thinking premortem analysis has some touchpoints with discovery-driven planning.

Concentration 130

Concentration Forecasting Risk Management Risk Analysis 130

Future CFO

MARCH 19, 2023

To mitigate risks of bank failures, 28% of CFOs plan to diversify deposits across more banks, said Gartner recently when releasing results of a survey. This crisis has brought concentration risk into the spotlight, with some companies having upwards of 25% of their cash reserves caught in a failed bank,” Bant said.

Planning 52

Planning Banking Concentration Education 52

CFO News Room

FEBRUARY 6, 2022

Poland clashed with the EU over a deal that would spread arrivals, who largely came from the Middle East and Africa and had concentrated in Greece and Italy, around the Continent. Brussels should be coordinating an EU-wide plan. The best way to prevent another refugee crisis in Europe is to deter Mr. Putin from invading Ukraine.

Concentration 130

Concentration Economics Numbers Planning 130

The Finance Weekly

DECEMBER 15, 2024

Creating a marketing plan can often feel overwhelming. What is a Marketing Plan? At its core, a marketing plan is a roadmap that outlines your marketing strategies and the steps youll take to achieve your business goals. Planning where to go is impossible if you dont know where you are. Heres a step-by-step breakdown.

Planning 52

Planning Marketing Budgeting Auditing 52

E78 Partners

JUNE 17, 2025

They go beyond the strategic headline and focus on execution, evaluating how well the target fits, how quickly they can integrate it, and how effectively it supports the value creation plan. Specific focus area: Sponsors design executive alignment plans that tie retention bonuses to post-close milestones.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Leadership Concentration 52

CFO News Room

NOVEMBER 16, 2022

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. Meanwhile, the company has deprioritized lower-risk categories, with a plan to revisit them in the future.

Concentration 130

Concentration Prioritization Investments Planning 130

Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

The Finance Weekly

AUGUST 27, 2023

Planful and Datarails are two of the leading FP&A solutions in 2023. Planful is an FP&A solution that was built for large companies and enterprises. Planful has a great AI feature called Planful Predict and it is a big selling point in 2023.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 52

Barry Ritholtz

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. And we, we planned what was gonna happen the next morning. Like, I know they want everybody in the room when you’re planning, but no, no, this is good news. And you know, we’re a, we’re a concentrated manager.

Concentration 52

Concentration Investments Benchmarking CFO 52

Generation CFO

JANUARY 28, 2022

This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted. With the argument centring around that we can’t concentrate, we don’t knuckle down and stick something out through tougher times. .

CFO 200

CFO Math Concentration Finance 200

Nerd's Eye View

FEBRUARY 20, 2023

These meetings allow advisors to listen to their clients’ concerns, make planning recommendations, and chart a course for the coming months. Ultimately, the key point is that just as no single planning strategy is applicable for every client, no single practice management technique is appropriate for every financial planning firm.

Practice Management 98

Practice Management Concentration Planning Numbers 98

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 Welcome back to the 336th episode of the Financial Advisor Success Podcast ! million users.

Education 98

Education Concentration Planning Compliance 98

The Finance Weekly

MAY 29, 2024

Financial planning and analysis (FP&A) solutions provide a complete platform for organizational planning, which is important for all businesses. Two of these companies, Planful and Vena are popular for many reasons. Understanding their financial status and performance is key for business growth.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Concentration 75

Concentration Prioritization Auditing Compliance 75

PYMNTS

JULY 13, 2020

Walmart has also reportedly created a new insurance subsidiary that’s set up for the moment to sell Medicare Advantage plans. The chain plans to open 500 to 700 “Village Medical at Walgreens” primary care clinics across some 30 U.S. Telehealth in its various forms is where much of the post-pandemic action is concentrated.

Healthcare 87

Healthcare Concentration Startups Retail 87

PYMNTS

JANUARY 26, 2021

Problems with regulators hit full force in November when the Shanghai Stock Exchange acted to delay Ant Group’s plan to go public. That’s based on possible proposals from Chinese regulators to curb market concentration in the country’s online payments market. Ant is a spinoff from Chinese billionaire Jack Ma’s Alibaba Group.

Concentration 95

Concentration Economics Banking Planning 95

Nerd's Eye View

SEPTEMBER 20, 2022

What's unique about Tim, though, is how he leverages the independence he gained by transitioning from an insurance agency model to becoming a hybrid with Thrivent Advisor Network to focus his firm on faith-based planning and restructure his own back office by shifting it into a separate company that also partners with other financial advisory firms (..)

Concentration 96

Concentration Restructuring Planning Leverage 96

CFO Talks

NOVEMBER 29, 2024

I was particularly impressed with how organised and meticulous the Chinese are in their planning and how they receive their guests. I attended global mining conferences like Australia Down Under and China Mining, which offered insight into different business practices and cultural approaches.

CFO 95

CFO Auditing Leadership Finance 95

PYMNTS

JANUARY 22, 2021

But they need to be planned for.". Some key tools that emerged as most beneficial to treasurers included physical cash concentration, notional pooling and virtual account solutions. For instance, both cash concentration and notional pooling can enable a treasurer to understand an end-of-day cash position.

Treasury 103

Treasury Concentration Currencies Banking 103