Barry Ritholtz
MARCH 8, 2023
I love the idea of convergence — those rare times when multiple stories about very different issues seem to all land on the same “Grand Truth,” albeit from very different perspectives. Yesterday brought just such a three-part convergence into focus. It’s about money and happiness, which is very much the intersection of where I spend much of my time: Capital Markets , and Behavioral Finance.
Nerd's Eye View
MARCH 6, 2023
Welcome to the March 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Conquest, a Canadian financial planning software provider (founded by the prior founder of NaviPlan) has raised $24M (CAD) of private equity capital in preparation for expanding its reach into the US &
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CFO Dive
MARCH 9, 2023
Finance chiefs edged out top executives for salary increases on average, though CEOs saw higher gains in total compensation.
The Reformed Broker
MARCH 7, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Powell to Congress – “Fed chief Powell is set to begin two days of congressional testimony Tuesday, where he’ll have the chance to explain the central bank’s planned response to a more resilient e.
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
Barry Ritholtz
MARCH 6, 2023
This week, we get to hear from Federal Reserve Chairman Jerome Powell twice – tomorrow in the Semiannual Monetary Policy Report to Congress before the Senate Banking Committee and the next day in the House Financial Services Committee. We can expect a series of useless questions, posturing for sound bites, and self-aggrandizing speeches that pretend to be questions.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
CFO Dive
MARCH 7, 2023
The over 150-year-old company — better known for its lawn and garden products — has become one of the biggest players in the emerging cannabis market.
The Reformed Broker
MARCH 4, 2023
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week On TRB appeared first on The Reformed Broker.
Barry Ritholtz
MARCH 10, 2023
Armchair quarterbacking the decisions of the Federal Reserve long ago became a blood sport. With the benefit of hindsight, we all are genius central bankers. I particularly loathe managers who lay all the woes of the world at the feet of the Federal Reserve. For more than a century, America’s central bank has been a key part of the investing environment, and it’s your job as an active manager to incorporate their probable policy decisions into your strategy.
Navigator SAP
MARCH 10, 2023
Good morning everyone. My name is Sean Barbera. I'm the director of marketing here at Navigator Business Solutions. Today I have Gary from Alluvia and Mark from ShipStation. We're all excited to have them present this intelligent shipping integration with SAP Business One. So with that, I'm going to hand it over to Gary. Take it away.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
CFO Dive
MARCH 10, 2023
Meta will be reevaluating its teams and projects, while also aiming to invest in key areas like AI and automation to drive its year of efficiency, CFO Susan Li said.
CFA Institute
MARCH 6, 2023
For most investment managers, ChatGPT represents the starting whistle in a tech arms race many had hoped to avoid.
Barry Ritholtz
MARCH 10, 2023
My end-of-week morning train WFH reads: • Crypto Bank Had a Boring Collapse, Also Silicon Valley Bank : Elsewhere in boring maturity mismatches and a lack of deposit diversification. ( Money Stuff ) • Why daylight saving is so hard on the body — and what to do about it : Every process within the body, from sleep to metabolism, runs on an internal clock, known as circadian rhythm.
Navigator SAP
MARCH 10, 2023
There was a time when security was a legitimate question for businesses that were thinking of moving their workloads to the cloud and adopting a cloud-based ERP solution such as SAP Business ByDesign. But times have changed.
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CFO Dive
MARCH 9, 2023
The retail giant is focusing on in-store technology and logistics improvements and positioning stores as distribution points for online shopping.
The Reformed Broker
MARCH 10, 2023
The spectacular blow-up currently taking place at SVB and its primary subsidiary, Silicon Valley Bank, is the biggest story in the markets this week. SVB is systemically important for the technology sector and its Northern California ecosystem. As Jim Cramer put it last night, the Federal Reserve has been firing a machine gun at the economy for the last 12 months but it hasn’t hit anything yet.
Barry Ritholtz
MARCH 6, 2023
My back-to-work morning train WFH reads: • Silicon Valley Confronts the End of Growth. It’s a New Era for Tech Stocks. Silicon Valley could use a reboot. The biggest players aren’t growing, and more than a few are seeing sharp revenue declines. Regulators seem opposed to every proposed merger, while legislators push for new rules to crack down on the internet giants.
CFO News
MARCH 9, 2023
India's top domestic private recruiter banks on the world's China plus one strategy and the central government production-linked incentives schemes for reaching the target.
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.
CFO Dive
MARCH 7, 2023
The announcement comes as interest in ChatGPT is rapidly gaining momentum, even as some worry about potential privacy and security risks.
Tips Watch
MARCH 4, 2023
Do AI innovations signal the end to human journalism? Let’s take a look. And now, for something completely different on a Saturday morning, I asked Bing.
Barry Ritholtz
MARCH 7, 2023
My Two-for-Tuesday morning train reads: • A 120-Year-Old Company Is Leaving Tesla in the Dust : Tesla had me convinced, for a while, that it was a cool company. fundamentally, its cars had no competition. If you wanted an electric car that could go more than 250 miles between charges, Tesla was your only choice for the better part of a decade. ( New York Times ) see also Tesla Offers an Unprecedented Look at the Bench Behind Elon Musk : In a clear response to investor criticism, the CEO shared t
CFA Institute
MARCH 8, 2023
“Ultimately, there’s one investment that supersedes all others: Invest in yourself," Warren Buffett said. "Nobody can take away what you’ve got in yourself, and everybody has potential they haven’t used yet.
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.
CFO Dive
MARCH 10, 2023
Global standard-setters face pushback from companies ill-equipped for complying with climate risk disclosure rules.
CFO News
MARCH 10, 2023
The clouds over the implementation of Ind-AS for Indian banks were cleared through a discussion paper stating a ‘sufficient time’ will be provided. It had mentioned about at least one year's time frame post date of final guidelines. However, the industry remains uncertain with some predicting another two years of wait while others opined to wait till the final draft comes out.
Barry Ritholtz
MARCH 4, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • You Are Not a Parrot And a chatbot is not a human. And a linguist named Emily M. Bender is very worried what will happen when we forget this. We go around assuming ours is a world in which speakers — people, creators of products, the products themselves — mean to say what they say and expect to live with the implications of their words.
Future CFO
MARCH 8, 2023
For much of 2022, CFOs faced a new list of responsibilities and the added pressure of fostering a culture and engagement that is amplified with a remote and virtual workforce. The 2022 FTI Consulting survey of CFOs concluded that in addition to all the traditional areas that CFOs must lead, they must also adapt to the ever-increasing “doing more with less,” but now in a new environment.
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.
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