CFO News Room

JANUARY 5, 2023

Everywhere in education, you see incentives at work. The incentives, though, are so far removed from the actual goals of education that they produce perverse results. . We observe this again and again in education. Goodhart’s Law is usually stated, “When a measure becomes a target, it ceases to be a good measure.”

Education 130

Education Leadership Economics Communication 130

PYMNTS

JANUARY 16, 2018

While the number of students seeking international education has steadily increased, the challenges they face have largely remained the same. Though millions pursue educational opportunities abroad each year, paying for that experience is a process that continues to be mired by a host of such challenges. and Canada.

Education 43

Education Currencies Reconciliations Planning 43

Nerd's Eye View

SEPTEMBER 21, 2022

But Dave Ramsey's huge following in the general public – and the number of people who testify that his methods have helped them make progress towards their financial goals – suggests that there is clearly something in his approach that resonates with many people.

Planning 97

Planning Education Communication Finance 97

Spreadym

AUGUST 23, 2023

Workforce planning is the strategic process of identifying and aligning an organization's human resource needs with its overall business goals and objectives. What are the goals of workforce planning process? This might involve identifying skills gaps and developing plans to fill them.

Planning 52

Planning Leadership Compliance Analyzing Data 52

CFO News Room

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars. Team Kitces.

Education 130

Education Planning Investments Profit and Loss 130

CFO Share

JUNE 6, 2024

Identifying Key Business Risks You may have learned in business school how to build a risk matrix and lengthy continuity plans. A CFO can develop contingency plans, conduct regular audits, and ensure robust internal controls to mitigate these risk. Scenario Planning. Contingency Planning.

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

PYMNTS

JULY 6, 2020

The pandemic led to the decrease in a number of ways. Some students gained employment and put higher education plans to the side, while families that didn’t have dependable internet access grappled to fill out the digital form, the AP reported. Michigan, in one case, saw a 4.5

Planning 52

Planning Education Economics Numbers 52

Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Leverage 84

Leverage Education Planning Communication 84

Barry Ritholtz

OCTOBER 9, 2022

JVL wrote, “The course exists for only two purposes: (1) to cull the number of attractive medical school applicants, and (2) to prepare a handful of students for a future in biochemical research.”. ~~~. Since this story is ostensibly about education, let’s briefly digress to an unfortunate side effect of modern American education.

Education 129

Education Healthcare Numbers Planning 129

PYMNTS

OCTOBER 19, 2017

One such credit union is the Knoxville Teachers Federal Credit Union (KTFCU) of Knoxville, Tennessee, which exclusively serves members working in local education. Underwood said KTFCU’s charter limits it from accepting members who are employed outside the local education system unless they are married or related to qualifying members.

Education 43

Education Investments Advertising Banking 43

Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms. My guest on today's podcast is Brenda Hiscock.

Education 98

Education Math Planning Leverage 98

CFO News Room

FEBRUARY 3, 2023

Also in industry news this week: Annuity sales hit record levels in 2022, possibly spurred on by volatile markets and rising interest rates A recent survey suggests that an overwhelming percentage of both employers sponsoring retirement plans and their employees are interested in receiving advice from financial advisors From there, we have several (..)

Education 130

Education Compliance Communication Investments 130

CFO News Room

FEBRUARY 6, 2022

There are a number of podcasts that regularly touch on the financial aspects of raising children, including “The SavingsAngel,” hosted by Josh Elledge. . Here’s a website that pulls some of the best financial education content across the web and neatly sorts it by audience—fortunately, that includes parents. Key Takeaways.

Education 130

Education Budgeting Nonprofit Prioritization 130

PYMNTS

APRIL 27, 2016

What specifically appealed to the company about Japan, as Massaro explained in a recent conversation with PYMNTS, was the sizable number of international students in the country. What is driving that increase, explains Massaro, is proximity. Flywire, by contrast, was a little more meticulous in its doing so.

Education 43

Education Numbers Marketing Accounting 43

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.

Concentration 91

Concentration Education Planning Compliance 91

Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Practice Management 90

Practice Management Education Compliance Investments 90

The Finance Weekly

FEBRUARY 16, 2023

million jobs that the economy gained over the past 3 months were in the service, health, and education sectors. The increase in jobs being introduced to the economy are mostly just the job market correcting itself back to pre-pandemic numbers in the most hard hit industries- namely restaurants, hospitality, education, and other services.

Education 99

Education Economics Numbers Planning 99

Nerd's Eye View

DECEMBER 16, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.

Practice Management 96

Practice Management Education Leverage Planning 96

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Education 77

Education Planning Numbers Marketing 77

CFO Talks

JUNE 7, 2024

Key Takeaways from the Interview: Educational Foundation and Early Career Influences: Pamela started her career with a strong educational foundation, gaining a BCom Honors in Accounting and serving her articles at PKF Durban.

Leadership 52

Leadership CFO Entertainment Education 52

Nerd's Eye View

MAY 31, 2024

Also in industry news this week: Legislation that has passed through the U.S.

Tax Planning 69

Tax Planning Education Compliance Communication 69

Nerd's Eye View

JANUARY 25, 2024

It also doesn't hurt that advicers can earn a good living, and can also build their practices in any number of ways that fit their personal preferences, needs, and goals!) It's no wonder, then, that the profession attracts individuals who are highly service-minded and enjoy helping others. (It

Education 82

Education Numbers Planning 82

CFO News Room

JANUARY 23, 2023

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach.

Marketing 130

Marketing Education Advertising Sales 130

CFO News Room

DECEMBER 2, 2022

This also meant restating the previous three years of financial history and really scrutinising the numbers before converting it all into a consolidated group format. . “I When you come into a new business, it’s very difficult to stand by the numbers unless you get really involved in the details.” . “It The results of her changes.

Technology 130

Technology CFO Benchmarking Auditing 130

CFO News Room

NOVEMBER 22, 2022

Since the 1990s, the absolute number of people living in extreme poverty has fallen 60 percent , while the population increased almost 40 percent. By the official numbers, a relatively constant 15 percent poverty rate, year after year, for more than half a century. He is also co-host of the Words & Numbers podcast.

Economics 130

Economics Education Numbers Currencies 130

PYMNTS

APRIL 10, 2019

Cybersecurity Plan. Green and Mastercard have a plan, details of which he shared during a PYMNTS interview on Tuesday (April 9) with Karen Webster. For a number of students, just how to join a government agency can be daunting,” he said. He recalled his own early interest in joining the Secret Service. “It

Planning 71

Planning Nonprofit Education Securities 71

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 89

Education Investments Finance Numbers 89

PYMNTS

JULY 15, 2020

In the current climate, it is more important than ever for subscription businesses to offer flexible plan features — and this includes the ability to temporarily “ pause ” accounts. consumers subscribed to new streaming services, and that the average number of streaming subscriptions held by consumers rose from three to four.

Education 95

Education Economics Accounting Startups 95

Nerd's Eye View

AUGUST 16, 2023

After all, financial planning is worth a lot more to clients when they act on the advisor's recommendations (and realize the projected outcomes), in contrast to the advisor simply handing clients "The Plan" that is never actually implemented.

Education 83

Education Planning Numbers Communication 83

CFO Simplified

APRIL 3, 2022

Today, we have Larry Chester, President of CFO Simplified, presenting a case study on succession planning. He’ll use this case study to discuss the challenges of succession planning, as well as how to avoid these challenges, and train your successor. The difficulty, however, is that you have to plan for it. Let’s dive in.

CFO 98

CFO Planning Strategic Planning Leadership 98

Nerd's Eye View

JULY 19, 2022

Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. Welcome back to the 290th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andrew Komarow.

Leverage 96

Leverage Planning Education Investments 96

Nerd's Eye View

MAY 22, 2024

However, these agreements can also be unduly restrictive towards employees, limiting their ability to advance within their chosen industry, which is especially problematic in skilled professions that might have required years of education and training just to enter in the first place.

Education 82

Education Sales Investments Numbers 82

PYMNTS

FEBRUARY 26, 2020

One of the more recent incidents took place at the Desjardins Ontario Credit Union, revealing the names, social insurance numbers and transaction information of all 4.2 Another key draw for this customer segment is quick account opening times, which the partnership plans to reduce to 90 seconds or less. million CU members.

Securities 77

Securities Education Leadership CFO 77

PYMNTS

JULY 25, 2017

Contingency plans seemed to be the name of the game in recent days as relates to Brexit, and as the Telegraph reported, companies are gearing up to move jobs out of the United Kingdom without more detail on transitions in the wake of the actual severing of ties. One other fallout from Brexit ties in not with business but with education.

Planning 40

Planning Education Forecasting Numbers 40

Nerd's Eye View

SEPTEMBER 9, 2022

Also in industry news this week: As broker-dealers increasingly offer fee-based planning services, RIAs are responding by enhancing their own service offerings, and offering alternative fee structures to differentiate themselves from the competition.

Practice Management 83

Practice Management Education Planning Securities 83

Nerd's Eye View

JUNE 9, 2023

And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.

Education 71

Education Investments Planning Securities 71

Nerd's Eye View

AUGUST 5, 2022

Also in industry news this week: A study suggests that a significant number of brokers who are disciplined by FINRA are engaging in ‘regulatory arbitrage’ by moving to state-regulated insurance companies, making it more difficult for consumers to learn about their past infractions. Enjoy the ‘light’ reading!

Compliance 82

Compliance Education Numbers Marketing 82