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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Mariana Oiticica : It is increasingly vital to their long-term strategic planning.

Banking 115
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The Future of Finance and Sustainability with Elizabeth Burns

CFO Talks

From the financial side, I am heavily involved in the scoping of the AFE, ensuring all financial models, scenario planning, and required returns are accurately detailed. For example, we recently funded the construction of an emergency wing at a local hospital, ensuring it can serve the community for years to come. million annually.

Finance 98
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Weekend Reading For Financial Planners (September 2-3)

Nerd's Eye View

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

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How You Measure Your Business Matters

VCFO

Its figurative meaning is to plan and prepare appropriately before acting. The literal meaning emphasizes accuracy to maximize efficiency and effectiveness, while the figurative can be translated as failing to plan is planning to fail. Properly channeled, even anger and frustration can be constructive.

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10 Thursday AM Reads

Barry Ritholtz

Institutional Investor ) • What to Do With a 45-Story Skyscraper and No Tenants : HSBC’s plan to leave its Canary Wharf tower for a smaller site shows the global challenges ahead in repurposing unwanted office space for a post-pandemic world. The post 10 Thursday AM Reads appeared first on The Big Picture.

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How to Improve Risk Management Through Scenario Planning

The Finance Weekly

This sort of prediction in business is referred to as scenario planning. Scenario planning is arguably the most important responsibility of a finance professional. This post will flesh out all these aspects of scenario planning. What is Scenario Planning & Its Purpose? 3 Types of Scenario Planning.

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Planful vs. Datarails

The Finance Weekly

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.