CFO News Room

JANUARY 1, 2023

According to a recent Gallup poll , more than half of American adults (58%) have money invested in the stock market. Although the median holdings (amounts invested) vary based on age, income, and other demographic factors, it’s clear that Americans see the value of investing — even if their exposure is limited to a workplace 401(k).

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Investments Accounting Finance Entertainment 130

Nerd's Eye View

DECEMBER 6, 2023

And because many service offerings have traditionally focused on areas like investments and securities recommendations, there has been little debate about the need to register as an advisor. Thus, Advice, Business, Compensation, and Securities (ABCS) are the key elements in this definition.

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Investments Securities Budgeting Planning 98

CFO News Room

DECEMBER 21, 2022

Is it possible to invest in real estate with no money? You can invest in real estate with little to no money upfront, but it’s more complicated than the promoters make it seem, and you’ll need to be patient. Physical Real Estate Investing: Four Things to Consider. How to Invest in Physical Real Estate with No Money.

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Investments Finance Construction Budgeting 130

CFO News

JULY 28, 2023

Chinese EV manufacturer BYD has reportedly told its joint-venture partner in India that it plans to drop its proposed $1bn investment to build electric cars in the country. It is not yet clear whether BYD has formally withdrawn its proposal from government review or whether it could have second thoughts about the investment.

Investments 52

Investments Planning Manufacturing Finance 52

Future CFO

MARCH 25, 2024

Southeast Asians exhibit a strong appetite for investing, with stocks, fixed deposit plans, and mutual funds among the top three areas of investment, according to a study by market research platform Milieu Insight. The post Southeast Asia's appetite for investing strong, study shows appeared first on FutureCFO.

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Investments Planning Securities Marketing 52

CFO News

APRIL 22, 2024

Australia's Macquarie Asset Management plans to invest $1.5 Vertelo has already secured agreements with companies like Chalo Mobility, JBM, Eka Mobility, and Tata Motors to supply electric vehicles and develop charging infrastructure. The platform, backed by the Green Climate Fund, aims to reduce greenhouse gas emissions by 9.5

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Investments Securities Planning 52

CFO News Room

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.

Investments 130

Investments Accounting Finance Healthcare 130

CFO Thought Leader

MAY 20, 2024

Planful CEO Grant Halloran shares his insights on the current state of AI adoption in the enterprise, emphasizing the need to temper excitement with reality. He highlighted the importance of understanding legal and security aspects, listening to customers, and pacing AI development with their ability to use it effectively.

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Planning Financial Analyst CFO Forecasting 52

Nerd's Eye View

MAY 17, 2023

Like native-born workers, foreign workers need to think about saving for retirement, planning for their children’s college, managing healthcare costs, and all manner of other financial goals. on a work visa – maintaining enough flexibility to preserve their assets should those plans change. However, the system in the U.S.

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Investments Healthcare Accounting Planning 97

CFO News Room

FEBRUARY 3, 2022

WASHINGTON—The Biden administration is moving to revise federal rules to address potential security risks from TikTok and other foreign-owned apps, eight months after opting not to pursue a forced shutdown of the Chinese-owned video-sharing platform. say the White House is moving too slowly to come up with a comprehensive plan.

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Securities Auditing Technology Compliance 130

PYMNTS

MARCH 1, 2019

Cybersecurity returned to the top of the B2B startup investment list as three companies in the enterprise security realm landed nearly half of the $246 million in B2B venture capital this week. But Software-as-a-Service emerged as a hot spot, too, with the largest investment round of the week going to a B2B eCommerce SaaS provider.

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B2B Securities Investments Startups 75

CFO News Room

JANUARY 4, 2023

Within the industry, it is estimated that Real Estate Investment Trusts (REITs) supported 3.2 million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). What Are Real Estate Investment Trusts? How Many Real Estate Investment Trusts Are There in Total?

Investments 130

Investments Budgeting Finance Marketing 130

Centage

AUGUST 29, 2023

They should forecast and plan for them all year long. By adopting continuous financial planning, financial pros can do better at keeping costs in line, managing investments, taking advantage of opportunities, and reducing the risk of threats. Continuous financial planning is more advantageous to companies for several reasons.

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

Boston Startup CFO

APRIL 12, 2024

We will assist you in navigating the complexities of grant funding, ensuring proper financial management and compliance with funding requirements, providing accurate financial reporting, and maximizing the impact of your research and development projects, helping you secure continued funding and successfully advance your innovative initiatives.

Investments 40

Investments Finance Leverage Securities 40

CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Team Kitces. Read More +.

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CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

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Technology Planning Investments Leverage 130

Jedox Finance

JANUARY 12, 2022

The answer to these questions and more: a solid financial plan. What is the corporate financial planning process? What is the goal of corporate financial planning? The importance of financial planning for your company. Types of corporate financial planning. Steps in the financial planning process.

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Planning Profit and Loss Strategic Planning Sales 138

Boston Startup CFO

APRIL 12, 2024

We will evaluate the cost implications, revenue projections, and profitability potential of your product offerings, enabling you to make informed decisions, prioritize investments, and align your roadmap with your financial objectives, ultimately leading to a more successful and financially sustainable product strategy.

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Strategic Planning Planning Budgeting Prioritization 40

CFO News Room

DECEMBER 21, 2022

Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. One key nuance to the use of Monte Carlo simulations is whether they are being used as part of a one-time plan versus an ongoing planning process.

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Planning Marketing Communication Finance 130

PYMNTS

JANUARY 22, 2021

While 2021 has kicked off with a bang in the venture capital arena — with several high-value investments on the books — this week's B2B VC roundup is all about the seed rounds. Young B2B FinTechs secured some of their first investments in areas that include small business accounting, alternative lending and financial management.

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B2B Securities Startups Investments 81

Bramasol

AUGUST 11, 2023

In this latest post, we take a look at data security, privacy protections, and overall cybersecurity issues, which impact all companies, especially those that are implementing new DSE programs. Maintaining strong security measures can help build and maintain a positive reputation.

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Securities SAP Compliance B2C 78

Centage

MARCH 7, 2023

Read on to learn more about how investing in the right technology now can protect your business and set a path for success in the uncertain times ahead. Forward-thinking finance leaders are planning and forecasting more effectively, efficiently and more accurately thanks to modern, cloud-based automated solutions like Planning Maestro.

Financial Planning and Analysis (FP&A) 98

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

Nerd's Eye View

FEBRUARY 14, 2024

However, by the 1970s, the "investment counsel" term had largely fallen out of use in favor of the more generic (and less regulated) "financial advisor", which grew in popularity as insurance and mutual fund salespeople began to co-opt the title and position themselves as "advisors" while still being both compensated and regulated as salespeople.

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Securities Sales Investments Advertising 49

CFO Simplified

APRIL 19, 2023

In 2023, retaining top talent and planning for succession are critical for business leaders to avoid disrupting the growth of their organizations. An effective succession plan must be linked to the organization’s strategic plan, mission, and vision. Typically, executives and business owners do not plan their exit strategy.

Planning 52

Planning Leadership Communication Nonprofit 52

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

PYMNTS

JANUARY 8, 2021

And thanks to several nine-figure investment deals, BaaS, expense management, payroll and B2B eCommerce are now in the spotlight. With the funding, Yesler plans to invest in its marketing and engineering teams. With plans to launch a new small business lending bank in the U.K., Zerone Microsystems Private Limited.

B2B 81

B2B Investments Startups eCommerce 81

PYMNTS

JULY 17, 2020

The stats suggest the strength of the B2B FinTech market’s ability to attract big-ticket funding rounds despite an overall dip in investment. PYMNTS outlines the latest investments below. Further, the company is stepping into the FinTech arena, with plans to roll out financial products like credit facilities for retail buyers.

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B2B Investments Accounts Payable Startups 90

Future CFO

SEPTEMBER 16, 2022

CFOs in Asia Pacific are rarely informed by information security teams about cyber security risks despite being confident in their company’s ability to respond to an incident, said Kroll recently. However, only 8% of CFOs in Asia Pacific are briefed monthly by the information security team compared to 24% globally, Kroll noted.

Securities 52

Securities Valuation Budgeting Finance 52

PYMNTS

JANUARY 8, 2019

Coverage includes Singtel ’s Dash’s plans to introduce a remittance service to allow users to send money from Singapore to Myanmar. With a signed agreement under the Shaping Inclusive Finance Transformations (SHIFT), Singtel’s Dash plans to bring secure and fast money transfers from Singapore to Myanmar by this coming March.

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Investments Planning Construction Forecasting 51

CFO News Room

NOVEMBER 18, 2022

Eighty percent of marketing executives say they are actively developing their own brands, with more than half of that group planning to invest more time and resources, according to a survey of 186 executives conducted between Nov. said modern marketers have to invest in their own brands to do their work effectively. 2 and Nov.

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Investments Marketing Leadership Manufacturing 100

PYMNTS

MAY 8, 2020

But the biggest round of the week went to a challenger bank, which also secured unicorn status with its latest funding. Though it did not disclose how much it raised, Singapore FinTech platform Nium announced a new investment round led by Visa and several existing backers. million investment round, reports in ProlificLondon said.

Securities 64

Securities Banking Pharmaceutical Startups 64

Jedox Finance

MAY 11, 2022

Plans, budgets, and forecasts built collaboratively across the enterprise were historically elusive for companies with various technologies and software assembled over years, if not decades. Jedox makes secure, effective connections to the Microsoft Dataverse. How many business systems are you connecting? standardizes?and?simplifies?tables

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52

Accountancy Today

SEPTEMBER 14, 2021

FRP’s Debt Advisory team has helped Rigby Commercial, the property arm of Blackpool-headquartered The Rigby Organisation (Rigby), secure a new £5.6m The deal was led by its Debt Advisory team, which had been briefed to help Rigby secure a new long-term funding partner following a short-term bridge lending agreement. finance package.

Securities 52

Securities Finance Investments Planning 52

Nerd's Eye View

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

Advertising 87

Advertising Investments Marketing Securities 87

PYMNTS

JULY 31, 2020

In a venture capital slowdown, any investment round is a win. This week’s look at the latest funding for B2B FinTech and other startups showcases an investor appetite for security, data and business intelligence, with nearly $63.5 million in fresh investment for the industry. PYMNTS rounds up the latest deals below.

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B2B Securities Startups Investments 66

CFO News Room

JANUARY 6, 2023

How planning specializations can help firms and their advisors stand out from the pack. From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

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Auditing Practice Management Planning Investments 130

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading!

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