Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)

Valuation 81

Valuation Communication Securities Planning 81

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. Adam Millsap makes that same point about state and local economic development programs for instance.

Economics 130

Economics Concentration Budgeting Numbers 130

PYMNTS

JANUARY 2, 2020

Many third parties sell or trade information in a way customers may not understand, and the third parties, quite often, are doing it for their own economic benefit — not for the customer’s,” he wrote. Data security is an issue with far-reaching consequences.

Securities 57

Securities Economics Numbers Accounting 57

PYMNTS

MARCH 23, 2020

In today’s top news, state-owned financial institutions in China are offering incentives to boost consumer lending, and economists at Goldman Sachs and Morgan Stanley predict the coronavirus will be economically devastating. Beijing is looking at personal lending as a way out of the economic crisis brought on by the coronavirus.

Economics 56

Economics Banking Transportation Forecasting 56

Corporate Finance Lab

MARCH 27, 2023

As important as these practical implications are, the tightening of FDI rules also raises more theoretical questions, that is, from a Law and Economics perspective. 2020) 136 Journal of Financial Economics 106, 116-117. [4] 5] David Scharfstein, ‘The Disciplinary Role of Takeovers’ (1988) 55 The Review of Economic Studies 185, 185.

Economics 57

Economics Mergers and Acquisitions (M&A) Investments Concentration 57

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers. The firm secured $1.8

Numbers 61

Numbers Accounting CFO Financial Analysis 61

PYMNTS

JUNE 29, 2016

The State of the Nation’s Housing report, released annually, “provides a periodic assessment of the nation’s housing outlook and summarizes important trends in the economics and demographics of housing,” according to the Joint Center for Housing Studies. That number hit 21.3 million households in 2014, while 11.4

Numbers 74

Numbers Economics Marketing Securities 74

PYMNTS

APRIL 10, 2020

Users must also have a valid Social Security number. . People who don’t have a return filing obligation can use this tool to give us basic information so they can receive their Economic Impact Payments as soon as possible,” Chuck Rettig, IRS commissioner, said in a statement on Friday (April 10).

Treasury 145

Treasury Economics Securities Numbers 145

PYMNTS

SEPTEMBER 30, 2019

State governments began rolling out economic nexus laws after 2018’s South Dakota vs. Wayfair ruling. The Wayfair ruling enabled states and cities to apply sales taxes to businesses based on the latter’s economic activities within their jurisdictions, whether or not businesses have physical presences there. .

Economics 43

Economics Retail Advertising eCommerce 43

PYMNTS

DECEMBER 2, 2020

Employees had begun returning after Labor Day in bigger numbers, but those numbers have started to fade out again, WSJ writes. It comes at a time when the number of COVID-19 cases is surging in the country, leading many Americans to prefer working from home for now. Stagnant rates of U.S. 18, about a quarter of U.S.

Economics 60

Economics Numbers Securities 60

PYMNTS

MAY 8, 2020

And the challenges — particularly the security challenges — existed both for the digitally native firms that suddenly found their services in-demand and rapidly scaling, as well as the Main Street SMBs that were forced to make the great digital leap forward.

Securities 74

Securities Economics Planning Numbers 74

CFO News Room

JANUARY 8, 2023

Geopolitical and economic uncertainties are injecting more caution into the next phase of tech’s evolution. We also see signs that the combination of advanced mobility, advanced connectivity, and applied AI will be applied to less sexy but economical critical logistics problems as a path to building supply chain flexibility and resilience.

Budgeting 130

Budgeting Securities Economics Technology 130

CFO Thought Leader

APRIL 11, 2023

As did that of many of his CFO peers, Chrnelich’s early career appears to have weathered no shortage of economic hijinks, thanks to the dotcom bubble (2002) and Wall Street’s subprime mortgage crisis (2008). Over the past several years, we’ve grown through a number of acquisitions. Of course, they are hardly a secret.

CFO 52

CFO Communication Numbers Finance 52

Future CFO

OCTOBER 30, 2022

One of the major challenges facing businesses today is increased costs, according to Global Economic Conditions Survey (GECS) by ACCA and IMA. First, an increase in the number of respondents reporting “problems securing prompt payment,” which has risen to the highest level in four years.

Economics 52

Economics Leadership Numbers Finance 52

CFO News Room

DECEMBER 12, 2022

The key to adjusting is figuring out how to redesign our economic systems to fully engage the working population. As we describe in our new book, Power and Prediction: The Disruptive Economics of Artificial Intelligence , a system solution changes a workflow, disrupting old ways of doing things and generating new ones. .

Economics 100

Economics Numbers Technology Securities 100

CFO News Room

DECEMBER 16, 2022

Job security is always a concern when choosing a career, but some fields are more recession-proof than others. And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. One industry that tends to be recession-resistant is finance. According to the U.S.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

PYMNTS

MARCH 23, 2020

In the maelstrom of daily life grappling with COVID-19, the rollout of 5G , the fifth-generation network that features downloading speeds reportedly 100 times faster than that of 4G, may accelerate even as economic headwinds gather. The FCC, of course, has been putting a number of tailwinds in place for 5G deployment.

Economics 139

Economics Communication eCommerce Securities 139

Barry Ritholtz

NOVEMBER 30, 2023

The Verge ) • We’ve got a data-quality problem : And US economic data is especially important for monetary policy right now. New Republic ) • The State of the Planet in 10 Numbers : Here is a snapshot of the warming world, from sea-level rise to fossil fuel subsidies to renewable energy growth.

Education 104

Education Economics Finance Securities 104

PYMNTS

JUNE 29, 2016

The State of the Nation’s Housing report, released annually, “provides a periodic assessment of the nation’s housing outlook and summarizes important trends in the economics and demographics of housing,” according to the Joint Center for Housing Studies. That number hit 21.3 million households in 2014, while 11.4

Numbers 40

Numbers Economics Marketing Securities 40

PYMNTS

MAY 22, 2017

The numbers show that 70 percent of more than 6,600 respondents surveyed by the Fed in October 2016 for the “Survey of Household Economics and Decisionmaking” said they felt they were “living comfortably” or “doing OK” as compared to 69 percent in 2015, with that tally at 62 percent in the first survey conducted in 2013.

Economics 40

Economics Education Securities Numbers 40

PYMNTS

FEBRUARY 6, 2019

“It is not easy to take the leap of faith believing in such an unconventional company, which strives to meet both economic and social needs of users, and to make a positive impact to the society,” he wrote. Instead, we hope to show you the true colors of our company, no matter how bumpy or rough the numbers may seem to be.

eCommerce 53

eCommerce Profit and Loss Securities Entertainment 53

CFO News Room

NOVEMBER 2, 2022

A recent Economic Policy Institute (EPI) webinar featured Becky Pringle, President, National Education Association; Randi Weingarten, President, the American Federation of Teachers; Ailen Arreaza, Co-Director, ParentsTogether; and Heidi Shierholz, President, EPI. It’s been two years of COVID, closed schools, and economic insecurity.

Education 130

Education Economics Securities Investments 130

Future CFO

OCTOBER 11, 2023

The levels of dissatisfaction are more worrying when seen in the context of increasing geopolitical instability, economic uncertainty and the rapid adoption of emerging technologies that will push the number of incidents to even higher levels and see cyber adversaries continually evolve.”

Leadership 52

Leadership Securities Economics Technology 52

Future CFO

APRIL 18, 2022

There were also a number of IPO launches postponed due to market uncertainty and instability, the firm observed. There were also a number of IPO launches postponed due to market uncertainty and instability, the firm observed. in proceeds, a decline of 72% in the number of deals and a 95% fall in proceeds YOY. in total proceeds.

Marketing 98

Marketing Economics Numbers Securities 98

Future CFO

NOVEMBER 17, 2022

This comes despite findings that suggest that visibility over cash flow and other financial metrics could be the key to businesses weathering the growing global economic storm, the firm added. This suggests that many global organisations could make decisions without an accurate, up-to-date view of company liquidity, the firm pointed out.

Finance 96

Finance Financial Data Economics Budgeting 96

CFO News Room

NOVEMBER 13, 2022

The G-7 plans are likely to send oil prices higher (despite US Treasury Secretary Janet Yellen claiming the opposite ) and reduce tanker availability, both of which will threaten India’s energy security and hurt its economy as India is the third-largest consumer and importer of oil worldwide. Russia is far from reliable in any realm.

Transportation 130

Transportation Economics Currencies Treasury 130

CFO News Room

FEBRUARY 2, 2023

Investing in a guaranteed interest account is a great way to secure your money, as there is very little risk. Guaranteed returns are intended to give investors a sense of security and predictability regarding their investment. The income may be guaranteed for a certain number of years or life.

Investments 130

Investments Accounting Treasury Securities 130

PYMNTS

SEPTEMBER 18, 2019

Opolis is offering the best solution we’ve seen yet that can provide the security and benefits usually restricted to traditional workplaces,” said Richard Brow, head of Community Development for MakerDAO, according to Coin Desk. Maker is looking forward to seeing how Dai can help de-risk this emerging workforce.”. “If

Manufacturing 43

Manufacturing Securities Economics Investments 43

The Finance Weekly

JANUARY 1, 2023

Once again 2022 was not a boring year, both for world events and finance in particular, and the growing number of readers and widely diverse range of topics attests to that. But FP&A software is a good upgrade no matter the economic conditions. Read the FP&A Software Solution Comparison here.

Finance 98

Finance Compliance Economics Prioritization 98

CFO News Room

NOVEMBER 15, 2022

The number of funding deals for startups developing Internet-of-Things technology, or IoT—as the software-connected systems are called—dropped to a six-year low of 300 deals in the second quarter, according to analytics firm PitchBook Data Inc. . billion—with notable exceptions in areas like security and connected vehicles—outpacing a 22.2%

Startups 100

Startups Retail Economics Technology 100

PYMNTS

NOVEMBER 19, 2020

While recognizing that digital currencies do pose risks, including the possibility of imposing “a macro-economic cost,” Haldane argued that a digital currency could mitigate technological constraints on lending, provide additional payments security, and increase stability. “I In other news, the U.S.

Currencies 89

Currencies Economics Banking Securities 89

Nerd's Eye View

AUGUST 12, 2022

Also in industry news this week: FINRA has submitted a revised proposal to reform the process for broker-dealers to request expungement of client disputes from their public record, which allows state securities regulators to be informed of and involved in the arbitration hearings that decide whether the expungement is granted.

Mergers and Acquisitions (M&A) 70

Mergers and Acquisitions (M&A) Healthcare Economics Numbers 70

Future CFO

AUGUST 6, 2023

The sharp rebound in global confidence in the aftermath of Russia’s invasion of Ukraine has ended, according to the latest economic conditions survey from ACCA and IMA of accountants and CFOs across the globe.

Economics 52

Economics Financial Systems Banking Accounting 52

Nerd's Eye View

MARCH 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that amid economic and market headwinds, the pace of RIA M&A activity was slower in January and February compared to the same period last year.

Practice Management 66

Practice Management Leverage Economics Securities 66

The Finance Weekly

JANUARY 8, 2024

While company leaders can't control everything, such as market fluctuations and economic changes, they can influence expenses. This means understanding your cash burn rate in relation to revenue growth and the number of employees. To predict payroll, you must first predict the number of employees you'll have.

Forecasting 52

Forecasting Budgeting Startups Strategic Planning 52

PYMNTS

JUNE 2, 2016

Three years after its implementation, the directive has secured recognition among EU businesses; 28 percent of firms surveyed said they were familiar with the initiative. The Late Payment Directive, for example, hasn’t proven effective at shortening payment terms for suppliers across the EU, researchers found.

Economics 40

Economics B2B Investments Numbers 40

Centage

MARCH 14, 2023

The ongoing economic uncertainty continues to pose a serious challenge for CEOs and financial leaders. The most successful companies have the agility to respond to changes in both the buying cycle and global economic circumstances. And one of the most significant obstacles is finding ways to do more with less.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 98