Nerd's Eye View

APRIL 17, 2024

After advisors do all of the work of bringing on a new client (Marketing! Prospecting! Onboarding! Compliance!), it can sometimes feel natural to let the relationship go into "maintenance mode". And while all may appear well on the surface – the client rarely contacts the advisor with problems but they show up for every annual meeting – they may actually be feeling quite disengaged with the financial planning services being provided.

Planning 98

Planning Compliance Finance Accounting 98

CFO Dive

APRIL 17, 2024

An analysis of 101 breaches across various sectors revealed insurance gaps resulting in an average of $27.3 million in uncovered losses per incident.

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CFA Institute

APRIL 17, 2024

A simple analysis shows that Robert Shiller's cyclically adjusted price-to-earnings ratio changed in the 1990s and that mean-reversion concerns may be misplaced. If CAPE changed three decades ago, however, there is nothing preventing it from doing so again.

Investments 52

Investments 52

CFO Dive

APRIL 17, 2024

The IRS chief testified to a Senate committee after Republican lawmakers secured a $20-billion cut to the agency’s budget.

Budgeting 306

Budgeting Securities 306

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

Accounting Firms

Bank of the West

APRIL 17, 2024

BMO is proud to announce that we’ve earned the designation of VETS Indexes 4 Star Employer for 2024. The award recognizes BMO’s commitment to recruiting, developing, and supporting Veterans and… Read more The post BMO named 2024 VETS Indexes 4 Star Employer appeared first on About BMO.

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CFO News

APRIL 17, 2024

AdaniConneX plans to develop 1 GW of data centre capacity before 2030. It is in talks with several international banks to raise $1.2-1.4 billion in an offshore loan to ramp up growth plans that should be closed in the next couple of weeks.

Planning 52

Planning Investments Banking 52

CFO Dive

APRIL 17, 2024

Finance chiefs are banking on GenAI to offset cost pressures in the face of persistent inflation, with 71% of CFOs still expecting a jump in net profit.

Finance 256

Finance Banking 256

CFO News

APRIL 17, 2024

Federal Reserve Chair Jerome Powell Tuesday did not provide any guidance on when interest rates may be cut, saying instead that monetary policy needs to be restrictive for a longer period.

Banking 52

Banking 52

Future CFO

APRIL 17, 2024

Finastra integrated artificial intelligence-powered ESG scoring into its working capital solution, Trade Innovation, according to a press release. Under the update, which is with Coriolis ESG by TradeSun , users can power more sustainable business flows , tapping into automated reports to measure key data against internationally-recognised frameworks Users can now also book and manage trade and supply chain finance with the added benefit of automated insights into ESG scoring, allowing for great

Compliance 52

Compliance Finance Technology Accounting 52

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Accounting

CFO News

APRIL 17, 2024

Binance returns to India, paying $2 million penalty, seeking compliance with PMLA. Its re-entry may reshape the market dynamics with superior technology and liquidity, amidst soaring bitcoin and ethereum values.

Compliance 52

Compliance Technology Marketing 52

CFO News

APRIL 17, 2024

Carmakers in India are offering discounts and freebies to attract new buyers and clear record inventory levels. Dealership stock reached an all-time high of 310,000 vehicles at the start of the financial year, leading companies to push sales by expanding into smaller towns and cities. This could be the first price war since the easing of the pandemic.

Sales 52

Sales 52

CFO News

APRIL 17, 2024

India is considering expanding its capital goods promotion scheme to include sectors like pharmaceuticals and textiles. The current scheme primarily supports electrical component and automobile manufacturing, but the government is now considering extending support to other sectors. Plans are also being considered to introduce new-age technologies beyond electric vehicles, batteries, and automobile manufacturing.

Planning 52

Planning Pharmaceutical Manufacturing Technology 52

CFO News

APRIL 17, 2024

Easing food inflation may also counteract some of the increases due to oil. In March, consumer inflation eased below 5% for the first time in five months. IMD on Monday projected an above-normal monsoon in 2024, which could help contain food inflation. The outlook for the rupee also looks better for now.

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Advertiser: Paycor

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CFO News

APRIL 17, 2024

According to the PHDCCI, India's economy is projected to expand by 8-8.3 percent in the current fiscal year. Furthermore, the country's GDP is expected to achieve an average growth rate of 6.7 percent over the next 23 years, resulting in India becoming a USD 34.7 trillion economy by 2047, accompanied by a per capita income of USD 21,000.

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CFO News

APRIL 17, 2024

On April 16, shares of the company declined 2.35% to 421.7 apiece. Mumbai markets were shut Wednesday. A rights issue is an incentive for existing shareholders to buy more shares of the company at a discount.

Planning 40

Planning Finance Marketing 40

CFO News

APRIL 17, 2024

Homegrown digital newsstand Magzter, founded in 2011 and offering a cross-platform, self-service experience, has been acquired by Dailyhunt. This deal, with undisclosed financial details, marks Dailyhunt's entry into the premium content market, as Magzter boasts a library of over 8,500 premium magazines and newspapers.

Marketing 40

Marketing 40

CFO News

APRIL 17, 2024

Bengaluru-based startup Beyond Odds Technologies will provide employability-led training, certification, and recruitment services in the grey-collar workforce segment. It connects employers on the demand side to its talent supply base among students.

Startups 40

Startups Technology 40

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

Accounting

CFO News

APRIL 17, 2024

The balance sheet doesn’t pose any worries, with bank debt at less than Rs 4,500 crore, Moondra said, adding that the FPO will raise enough money to meet capital expenditure needs for three years, with 4G expansion the priority. This will help narrow and ultimately stem subscriber losses and lead to a financial turnaround.

Banking 40

Banking 40

CFO News

APRIL 17, 2024

"These include further deleveraging (parent) Vedanta Resources by USD 3 billion in the next 3 years and achieving an annual group EBITDA of USD 7.5 billion within 2 years," he said.

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CFO News

APRIL 17, 2024

The National Asset Reconstruction Company (NARCL) is seeking a new managing director and CEO with 25 years of banking experience. The company has appointed P Santhosh as interim chief after the abrupt exit of MD&CEO N Sunder. The new MD and CEO will be given a three-year tenor and will acquire about Rs 2 lakh crore stressed assets in phases.

Banking 40

Banking 40

CFO News

APRIL 17, 2024

CRISIL Ratings foresees improved operating margins for the cotton yarn spinning industry, driven by factors like revenue growth, stable cotton prices, and enhanced credit profiles. The industry's financial health is expected to strengthen further.

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Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

Finance

CFO News

APRIL 17, 2024

The company said Catch has grown 24% year-on-year over the last two years, and has a reach in over seven lakh retail touch points and 1,500 distributors. “We were in metros and mini metros earlier. Now our focus is on second and third tier cities,” Kumar said, adding that the company is looking to push distribution to towns even with a population of a lakh.

Sales 40

Sales Retail 40

CFO News

APRIL 17, 2024

Indus Towers anticipates Vodafone Idea clearing its Rs 5,700 crore dues soon, potentially in one payment or in installments, following VIL's fundraising. Indus Towers' CEO expresses optimism, highlighting their support for VIL's growth plans, including 5G rollout. VIL aims to raise Rs 45,000 crore, partly through equity and debt.

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Planning 40

CFO News

APRIL 17, 2024

NIIF is gearing up to secure approximately $1 billion for its second Private Markets Fund (PMF), according to people familiar with the matter. PMF-II will support private equity and venture capital funds focused on India.

Marketing 40

Marketing Securities 40

CFO News

APRIL 17, 2024

LinkedIn has released its annual ranking of the top 25 workplaces in India, showcasing the most sought-after companies for career progression and job opportunities. Tata Consultancy Services (TCS) retains the top spot, followed by Accenture and Cognizant. The financial services sector dominates the list, with nine companies featured. In the midsize category, Lentra and MakeMyTrip lead the rankings.

Investments 40

Investments Marketing 40

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.

Finance