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 News Room

DECEMBER 29, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. If you can secure a return of 10% over that time, you’ll end the 20 years with $201,825. But where should you invest your $30,000?

Investments 130

Investments Profit and Loss Accounting Finance 130

CFO News Room

FEBRUARY 6, 2022

TIPS have suddenly moved to center stage for investors, as the surge in inflation has drawn new interest in Treasury inflation-protected securities. But how much do investors really know about these securities, other than their alluring name? Yes, TIPS may have a role to play in many portfolios, investment pros say.

Treasury 130

Treasury Securities Valuation Math 130

CFO News Room

JANUARY 17, 2023

Social Security payroll taxes are not collected on earnings over a set cap. In 2021, this cap was $142,800 , so workers making more than this enjoyed the benefit of zero Social Security taxes on all earnings in excess of this cap. Social Security’s payroll tax—of which employees pay 6.2% and employers 6.2%

Securities 130

Securities Finance Economics Investments 130

CFA Institute

JULY 10, 2022

What role does security selection play in cryptocurrency investing? Can token pickers demonstrate differentiated performance?

Securities 117

Securities Investments Performance Measuring Economics 117

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.

Investments 52

Investments Planning Securities Marketing 52

CFO News Room

JANUARY 16, 2023

If you’re tired of watching your stock investments drop in value and are looking for a way to diversify, you may want to consider alternative investments. Access to ultra-wealthy investments. Can invest for income or growth. Yieldstreet investments vary from artwork to multi-family real estate properties. .

Investments 130

Investments Auditing Accounting Transportation 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.

Investments 97

Investments Securities Budgeting Planning 97

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 Compliance 40

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.

B2B 75

B2B Securities Investments Startups 75

Future CFO

NOVEMBER 2, 2023

Proactively managing security risks has its own advantages, especially considering the fast pace of digital transformation around the world. The KPMG study shows that security is being seen as a key commercial imperative. Meanwhile, security-by-design embeds security into the core of the business and is becoming an accepted principle.

Securities 52

Securities Risk Management Leverage Finance 52

Nerd's Eye View

MAY 17, 2023

Social Security Number (making them effectively off-limits to individuals with noncitizen dependents) and necessitate a different approach to college savings than is common for U.S. and in some cases, entire account types may be unavailable due to the worker’s foreign status, such as 529 plans, which require beneficiaries to have a U.S.

Investments 95

Investments Healthcare Accounting Planning 95

Future CFO

OCTOBER 18, 2023

With these tech investments , it is vital for financial leaders to take a macro-level view of their decisions. SaaS providers can invest in an onboarding platform to get clients up and running faster on their systems, as well as an easy-to-use, self-service customer support tool to help customers solve problems faster.

Investments 64

Investments Benchmarking Economics Compliance 64

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.

Securities 48

Securities Sales Investments Advertising 48

Future CFO

APRIL 24, 2023

There are nine security trends that CFOs need to be aware when working with CISOs and security and risk management leaders. According to Gartner , enterprises must rethink their balance of investments across technology and human-centric elements in cybersecurity programmes. “A

Securities 52

Securities Risk Management Benchmarking Restructuring 52

PYMNTS

DECEMBER 14, 2020

FireEye has closed on a $400 million investment by Blackstone , barely a week after one of the world’s top cybersecurity firms disclosed that its own files were hacked by what federal authorities suspect was a foreign intelligence service. per share, subject to certain customary adjustments,” the company added.

Investments 110

Investments Startups Securities 110

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.

B2B 81

B2B Securities Startups Investments 81

Tips Watch

MARCH 27, 2024

By David Enna, Tipswatch.com I got a reader question this week about CUSIP 9128286N5, a 5-year Treasury Inflation-Protected Security that will mature on April 15, 2024. Answer: Very well. The question reminded me that this TIPS has completed its cycle, … Continue reading →

Treasury 78

Treasury Investments Securities Banking 78

CFO News

NOVEMBER 8, 2023

Real Estate Investment Trusts: The new framework will come into effect from March 1, 2024, the Securities and Exchange Board of India (Sebi) said in three separate circulars.

Securities 52

Securities Investments 52

PYMNTS

JANUARY 14, 2020

In financial services, demand for ease of use and security are sky-high, even for business customers. But cloud migrations are often complex, particularly when it comes to remaining compliant with the mounting regulatory initiatives designed to address growing security risks in the financial services arena.

Securities 101

Securities Compliance Financial Data Banking 101

Strategic Treasurer

JANUARY 31, 2022

Insured Deposit Accounts: Interest Rate Changes and Security. On this episode of the podcast, Host Craig Jeffery continues a conversation with Bruce Bent II, CEO and President of Landing Rock Cash Management, on insured deposit accounts with a focus on interest rate changes and security. Episode 186. Explore All Episodes.

Cash Management 84

Cash Management Accounting Securities Treasury 84

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

Future CFO

AUGUST 17, 2023

In addition, to accelerate growth and keep pace with the evolving expectations of empowered digital customers, leaders should consider investing in and experimenting with AI in terms of planning and budgeting, the firm noted. AI and machine learning security. AI strategies and tools that deliver customer value.

Budgeting 52

Budgeting Investments Planning B2B 52

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.

Investments 100

Investments Marketing Leadership Manufacturing 100

PYMNTS

JUNE 24, 2020

is facing questions about its investment in the embattled German payment services provider, CNBC reported. Its business was growing and Wirecard would later get an investment-grade credit rating from Moody’s. As the Wirecard scandal unfolds, SoftBank Group Corp.

Investments 104

Investments Auditing Accounting Firms Accounting 104

Tips Watch

OCTOBER 12, 2023

Series I Savings Bonds will see the investment’s annualized inflation-adjusted variable rate rise to 3.94% at the November 1 reset, up … Continue reading → I Bond’s new composite rate could exceed 5% at the November reset. By David Enna, Tipswatch.com Investors in U.S.

Securities 93

Securities Investments Treasury 93

Tips Watch

OCTOBER 15, 2023

Treasury on Thursday will auction $22 billion in a new 5-year Treasury Inflation-Protected Security, and the results should be attractive for investors seeking protection from future inflation. By David Enna, Tipswatch.com The U.S. It should generate the highest real yield … Continue reading →

Treasury 87

Treasury Investments Securities Banking 87

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. When investing in FP&A software, you’ll want to be sure that it will run well for years to come, that it will run smoothly, and that it will operate well with current technology.

Financial Planning and Analysis (FP&A) 98

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

CFA Institute

JULY 29, 2022

Maitland, F. Barry Nelson, CFA, and Daniel G. Partlow's book "presents quantitatively sophisticated valuation methods and trading strategies, invoking terms of art that will be new even to many seasoned practitioners.".

Securities 113

Securities Valuation Economics Investments 113

PYMNTS

OCTOBER 19, 2020

Silicon Valley checkout-free, autonomous retail startup AiFi has secured a new round of funding, bringing its total raised to $30 million, the company said in a press release on Monday (Oct. He added that Qualcomm is “very impressed” with AiFi's edge-computing solutions.

Startups 90

Startups Securities Retail Investments 90

Tips Watch

JULY 18, 2023

By David Enna, Tipswatch.com CUSIP 912828VM9, a 10-year Treasury Inflation-Protected Security, was born at auction on July 18, 2013, generating a real yield to maturity of 0.384%. How did it do as investment? It matured Saturday, July 15. Pretty well, … Continue reading →

Investments 52

Investments Treasury Securities 52

PYMNTS

JULY 5, 2020

an investment company owned by the Singapore government, are in talks to invest as much as $1 billion for Tokopedia , sources told Bloomberg News. Facebook is buying a stake in India’s Jio Platforms, while its WhatsApp unit struck a deal last month to invest in ride-hailing and food delivery giant Gojek. Microsoft Corp.

eCommerce 105

eCommerce Investments Startups Retail 105

PYMNTS

AUGUST 11, 2020

Spreedly , which works in accelerating global commerce via a secure, flexible platform for any payment type, has announced Christopher Hudel as chief information security officer (CISO), according to a press release. He said the opportunity is a good one because of the numerous ways the company meets payments and security needs.

Securities 88

Securities Banking Leadership Investments 88

CFO News

APRIL 3, 2023

New Delhi [India], April 3 (ANI/SRV) SIORQ Management LLP launches 'Invest Corners' an asset management listing/Information service that is redefining the fin-tech space by making unique real estate investment opportunities accessible to individuals.

Investments 52

Investments Education Compliance Securities 52

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

PYMNTS

OCTOBER 15, 2020

Secret Double Octopus , which works in passwordless authentication for security online, has secured a strategic investment from SC Ventures, the FinTech and investment arm of international banking group Standard Chartered , a press release says.

Investments 79

Investments Securities Banking Technology 79

CFO News

APRIL 3, 2024

The company has also pledged its entire shares as security against loans. The funds are raised by mortgaging fixed and movable assets of Vedanta and Sesa Resources.

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Investments Securities 40