Nerd's Eye View

NOVEMBER 25, 2024

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

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Sales Planning Investments Numbers 93

Global Finance

APRIL 3, 2025

Drop your guard for an instant, and youll get clobbered by a barrage of sporting investments in the Middle East and North Africa (MENA). billion this year, according to a 2024 white paper by Middle East Sports Investment Forum. With a $2 billion annual investment, the sports industrys contribution to Saudi GDP should equal $16.5

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Investments Entertainment Construction Economics 97

Nerd's Eye View

JANUARY 7, 2025

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull.

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Investments Quantitative Data Construction Marketing 96

Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 2024 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!

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Planning Communication Technology Sales 97

Nerd's Eye View

DECEMBER 11, 2024

Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree.

Planning 98

Planning Marketing Forecasting Securities 98

Global Finance

APRIL 4, 2025

On March 21, Ethiopia issued its first-ever investment banking licenses, marking a historic shift in the nations financial sector. and Wegagen Capital Investment Bank S.C., CBE Capital, a subsidiary of the state-owned Commercial Bank of Ethiopia (CBE), became the countrys first public-sector-backed investment bank.

Investments 69

Investments Banking Economics Financial Systems 69

CFA Institute

JUNE 10, 2025

Markus Schuller is the founder and managing partner of Panthera Group, a multi-award-winning firm recognized for pioneering the practical integration of Human and Artificial Intelligence into institutional investment processes. Jurgen Janssens is a director at asUgo. He is a transformation specialist and holds various board memberships.

Investments 72

Investments Education Leadership Healthcare 72

Nerd's Eye View

DECEMBER 9, 2024

But by involving non-owners in decision-making, offering clear career paths for continued growth within the firm, and linking staff contributions to firm-wide goals, firms can create a cycle that rewards emotional ownership and encourages further investment in the firm’s long-term success.

Investments 94

Investments Leadership Accounting Practice Management 94

Barry Ritholtz

DECEMBER 30, 2024

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Investment capital becomes a perishable commodity if not handled properly. Stick to your plan.

Investments 59

Investments Performance Measuring Leverage Securities 59

CFO Dive

DECEMBER 4, 2023

Moving away from defined benefit plans as the primary retirement program doesn’t require terminating the plan outright.

Investments 261

Investments Planning 261

Global Finance

DECEMBER 18, 2024

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies?

Banking 116

Banking Education Analyzing Data Economics 116

CFO Dive

MARCH 11, 2024

Like CEOs, economists at large companies have grown more optimistic and foresee stepped up spending on business fixed investment this year, Wolters Kluwer said.

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Planning Investments 225

The Finance Weekly

JANUARY 19, 2025

Artificial intelligence (AI) is changing financial planning and how industries operate. This helps businesses allocate resources efficiently and plan for long-term growth. Lets think about it how will you use AI to take your financial planning to the next level? What is AI in Financial Planning?

Planning 52

Planning Analyzing Data Financial Data Risk Management 52

Barry Ritholtz

MAY 3, 2025

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Source : How Next-Generation Advisors Steer Clients Away From Bad Investing Mistakes A key role of a financial advisor is to prevent clients from making rash decisions during volatile markets. billion in assets under management.

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Investments Planning Marketing Finance 59

Global Finance

DECEMBER 27, 2024

Tanzanias socioeconomic transformation drives economic dominance by attracting substantial investments and dominating intraregional trade. This puts Tanzania among the few countries in Africa where investors can plan for the long term without fear of sudden political upheavals. Outsiders, however, are taking note. Inflows rose by 6.3%

Investments 144

Investments Foreign Exchange Economics Currencies 144

Barry Ritholtz

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investments 64

Investments Marketing Securities Economics 64

Barry Ritholtz

JANUARY 2, 2025

Random events can and will completely derail the best laid plans we may make. Or, as John Kenneth Galbraith observed, The only function of economic forecasting is to make astrology look respectable. ~~~ Public Enemy’s 13th album was titled “ Man Plans, God Laughs.” And randomness is served up daily.

Forecasting 138

Forecasting Entertainment Investments Economics 138

CFO Talks

MAY 8, 2025

How Savvy CFOs Evaluate Investment Risks As a CFO, you know that investment decisions can be a game of high stakes. But lets be honestevaluating investment risks isnt just about spreadsheets and financial models. Spotting the Risk in Every Reward Every investment decision carries an element of uncertainty.

Investments 52

Investments Profit and Loss CFO Credit Risk 52

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. In this environment, CFOs must prioritise cybersecurity investments that deliver a tangible return on investment.

Investments 52

Investments Profit and Loss Securities Risk Management 52

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Tax Planning 97

Tax Planning CFO Planning Advertising 97

Global Finance

APRIL 5, 2025

Throughout 2024, the infrastructure sector was highly active for investment bankers, with robust deal flow across renewable energy, digital transformation, and critical infrastructure projects. In October, the firm partnered with the European Investment Bank (EIB) to create a portfolio of bank guarantees of up to 1 billion (about $1.1

Investments 52

Investments Banking Finance Economics 52

CFO Dive

JANUARY 14, 2025

Only 2% of C-suite leaders plan to invest $250 million or more in the technology this year, KPMG found.

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Investments Planning Technology 279

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6% Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Tax Planning 81

Tax Planning Budgeting Investments Communication 81

Global Finance

MARCH 5, 2025

In January 2024, Khaled Al-Sabah, CEO of Kuwait Petroleum Corporation (KPC), unveiled an ambitious $30 billion investment plan aimed at boosting the emirates oil production capacity by 40%. The post Kuwait Doubles Down On Oil Infrastructure And Investment appeared first on Global Finance Magazine.

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Investments Finance Planning Economics 52

Global Finance

APRIL 5, 2025

Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. The pace should pick up further as African sovereigns refinance $20 billion of maturing eurobonds in the immediate future. billion Brazilian reais (about $749 million).

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

CFO Dive

OCTOBER 28, 2024

5 election and its aftermath is not chilling business plans for investment and hiring, NABE said. The hard-to-predict outcome of the Nov.

Investments 270

Investments Planning 270

Global Finance

FEBRUARY 5, 2025

In the shorter term, the bi-continental countrys much-vaunted Twelfth Development Plan (2024 to 2028) aims to improve its international stature, fostering prosperity and combating inflation whilst maintaining strong and sustainable public finances. Persistent inflation has held back FDI in Turkey.

Foreign Exchange 117

Foreign Exchange Economics Investments Prioritization 117

Trade Credit & Liquidity Management

MAY 28, 2025

The Return on Investment from a Customer Visit Credit executives often find themselves having to convince their boss that a customer visit serves a valid business purpose. Investing time and resources is often rewarded with valuable insights and strengthened relationships. Meet the management team and support staff.

Investments 52

Investments Communication Problem Solving Sales 52

Global Finance

APRIL 5, 2025

The bank plans to repurchase $1 billion in shares in the first half of 2025 and an additional $2 billion in the second half. billion in 121 projects across six countries, nearly double the amount it invested in 2023. TM Best Investment Banks By Sector 2025 Financial Institutions UBS Healthcare J.P. Lyndsey Zhang Healthcare: J.P.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

Barry Ritholtz

MAY 5, 2025

We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. But Buffett has spent 60 years studying what makes for a great undervalued investment. Come up with your own plan, style, and strategy that you can live with. It yielded 78,600 hits.

Investments 118

Investments Marketing Planning Finance 118

CFO News

MAY 25, 2025

Northeast India is becoming a tourism hotspot, attracting hotel investments. IHCL plans to invest 2,500 crore, aiming for 30 hotels by 2030, focusing on sustainable luxury and community development.

Investments 40

Investments Planning 40

Tips Watch

MARCH 26, 2025

Treasury official indicate the department is planning a “substantial number” of layoffs, according to reporting from Bloomberg. By David Enna, Tipswatch.com Court documents filed by a U.S. The revelation came in court documents filed by Treasury to a federal judge … Continue reading →

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Treasury Planning Numbers Investments 57

CFO Talks

MAY 21, 2025

CFOs Take the Lead: Highlights from the 2025 CFO Round Table CFO Investment On Thursday, 15 May 2025, over 30 of South Africas most forward-thinking CFOs gathered in Cape Town for a powerful event that is already being recognised as a turning point in the way finance leaders engage with investment, infrastructure, and economic development.

CFO 52

CFO Investments Leadership Finance 52

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Education 98

Education Benchmarking Investments Planning 98

CFO News

MAY 19, 2025

India intends to revise foreign investment regulations. The government plans a new category for foreign-owned and controlled entities. The goal is to monitor foreign-owned entities more closely. New rules may affect e-commerce and pharmaceutical companies. Share transfers and restructurings could face stricter FDI rules.

Pharmaceutical 40

Pharmaceutical Planning Restructuring Investments 40

Global Finance

JANUARY 31, 2025

Saudi Arabia is experiencing a boom in IPO activity, signaling the liberalization of its economy and a shift away from government-led privatizations that once dominated its investment market. The final offer price is set to be announced on February 19, 2025, with listing expected soon after.

Marketing 105

Marketing Healthcare Economics Manufacturing 105

Nerd's Eye View

JUNE 6, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)

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Numbers Planning Investments 98