PYMNTS

NOVEMBER 16, 2020

This method involves bad actors impersonating customers and convincing mobile service providers to transfer the victims’ phone numbers to their own SIM cards, allowing these fraudsters to seize control of any accounts linked to that phone number. Preventing this fraud is extremely difficult once fraudsters have access to phone numbers.

Leverage 71

Leverage Numbers Securities Accounting 71

Nerd's Eye View

APRIL 12, 2024

Implying that part of the potential appeal to such support platforms is not simply about whether it's more cost-effective to use their tech and services to replace the advisor's own overhead costs, but that it's easier to scale up quickly as a fast-grower by leveraging incrementally more of the support platform's capabilities than needing to take the (..)

Leverage 82

Leverage Leadership Communication Planning 82

Nerd's Eye View

FEBRUARY 16, 2024

Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients! Read More.

Leverage 90

Leverage Compliance Numbers Securities 90

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers.

Numbers 61

Numbers Accounting CFO Financial Analysis 61

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Budgeting 90

Budgeting Leverage Securities Numbers 90

Nerd's Eye View

JANUARY 29, 2024

For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients.

Leverage 86

Leverage Planning Technology Numbers 86

Corporate Finance

MAY 9, 2022

As we discussed in the textbook, in general, there is no absolute number that is best for a particular financial ratio. However, when the economy is bad or uncertain, it is better if leverage ratios are more conservative to help avoid financial distress.

Leverage 130

Leverage Investments Numbers 130

PYMNTS

JANUARY 12, 2017

The last five days have seen numbers bouncing around between $790 and $800. While not quite back up to last October’s highs, these numbers are nothing to scoff at. Another number was on Amazon’s mind of late as well: $20 million. The number 11.5 Amazon’s market cap currently sits at an impressive (and intimidating) $378.42

Numbers 40

Numbers Retail Leverage Startups 40

PYMNTS

APRIL 25, 2017

To move into a greater number of markets, international online home goods retailer vidaXL recently selected global marketplace solutions provider Mirakl to support its growth plans. and Australia, looks to grow its retail categories and the number of markets, as well as streamlining its eCommerce operations.

Leverage 40

Leverage Retail Planning B2C 40

PYMNTS

SEPTEMBER 30, 2019

The original 10-person team settled on leveraging augmented reality (AR) into an app that could help would-be creators to create. He began considering how to create a technological crutch for the enthusiastic art creator who suffers from the small defect of not knowing how to make anything.

Numbers 43

Numbers Leverage Startups Retail 43

Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Concentration 84

Concentration Treasury Budgeting Leverage 84

Nerd's Eye View

FEBRUARY 9, 2024

Also in industry news this week: A recent study finds that having a defined marketing strategy is a linchpin of marketing success, as advisors with a defined strategy were more likely to have seen an increase in inbound leads during the past 12 months and have more confidence in meeting their practice goals during the coming year than those without (..)

Leverage 89

Leverage Numbers Planning Finance 89

Nerd's Eye View

APRIL 22, 2024

The key point is that regardless of whether advisors use the independent or affiliate model, achieving success as an advisor involves finding the best use of the advisor's resources to leverage support for the functions that they can't perform (or don't want to manage) on their own.

Compliance 88

Compliance Leverage Practice Management Numbers 88

PYMNTS

JUNE 12, 2017

Zooz pulls data from all of a merchant’s financial solutions and third-party integrations into one central, easily visible portal, which has a number of benefits. PYMNTS: Can you give me some personnel growth numbers? First, it can help detect and avert fraud by making trends easier to spot. PYMNTS: What’s the company culture like?

Leverage 54

Leverage Startups Retail Currencies 54

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Nerd's Eye View

OCTOBER 6, 2023

Also in industry news this week: A new advisor benchmarking study indicates that high-growth firms are excelling in 3 areas: client acquisition, "relationship alpha", and strategic scale A recent survey indicates that while advisors increasingly are leveraging home office investment models to save time and scale more efficiently, they often customize (..)

Benchmarking 97

Benchmarking Communication Leverage Numbers 97

Nerd's Eye View

OCTOBER 31, 2023

What's unique about Jon, though, is how he has carefully vetted and curated his advisor tech stack of third-party software to provide a strong "high-tech" client experience… and has paired the technology with what he calls a "Client Concierge" staff member who leverages a series of internal checklists they've developed to ensure that every client (..)

Education 88

Education Leverage Planning Investments 88

CFO News Room

JANUARY 13, 2023

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

Prioritization 130

Prioritization Communication Leverage Leadership 130

CFO News Room

FEBRUARY 6, 2022

Within infrastructure, one of the key focus areas is leveraging multimodal transport infrastructure to reduce logistics costs, thereby improving India’s overall competitiveness. However, a number of policy reforms are essential for creating a sustainable private investment eco-system, many of which are outside the purview of the budget.

Budgeting 130

Budgeting Leverage Transportation Finance 130

PYMNTS

MAY 1, 2017

A number of officials have spoken out against SWIFT’s lack of action in addressing these flaws and broader security concerns. At the time, the central bank was not using two-factor authentication measures. The controversy over SWIFT’s security flaws, especially those tied to its messaging terminals, has been growing since 2016.

Leverage 44

Leverage Securities Banking Startups 44

Future CFO

APRIL 3, 2023

Leveraging data to offer informed decisions Going beyond RPA, the shift to the cloud and vast amounts of data now available means CFOs have an opportunity and expectation to broaden their focus to not only improve the bottom line, but to also contribute to the top line by leveraging data to provide actionable business insights.

Finance 96

Finance CFO Forecasting Leverage 96

E78 Partners

SEPTEMBER 28, 2023

A large number of professionals are leaving their current roles for work life balance and increased compensation despite tenure and growth potential in their current roles. Organizations can allocate funds more strategically, leveraging interim support when and where it’s needed most.

Auditing 59

Auditing Budgeting Marketing Leverage 59

Fpanda Club

MARCH 27, 2023

But first, it should be probably mentioned what FP&A is not about: IT’S NOT ABOUT NUMBERS, REPORTING OR CODING. FP&A roles require to stay up to date with the latest trends and technological advancements which can be leveraged by the function. Well, there are many reasons for that.

Finance 130

Finance Auditing Compliance CFO 130

The Charity CFO

MARCH 22, 2024

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Check out these tips for leveraging data as a nonprofit leader.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

CFO Share

MAY 6, 2022

You still own the same number of shares, but the total number of shares has increased. This is closely related to leverage and measures the total debt relative to the amount of investment and earnings retained over time. and divide them by the total shareholder’s equity (both numbers can be found on your balance sheet).

Startups 98

Startups Leverage Valuation Investments 98

Nerd's Eye View

OCTOBER 27, 2023

Also in industry news this week: A survey indicates that while financial advisors remain the most trusted source of financial advice, they might increasingly encounter client questions and ideas that originated from social media Following the transition of advisors and clients from TD Ameritrade and amid competition from competing RIA custodians, Charles (..)

Tax Planning 87

Tax Planning Auditing Leverage Investments 87

Nerd's Eye View

APRIL 15, 2024

Growing an advisory firm is no easy task – and advisors who start firms often have few resources to spare (beyond their own knowledge and time), face huge to-do lists, and are required to wear a number of hats.

Marketing 65

Marketing Leverage Investments Planning 65

Nerd's Eye View

SEPTEMBER 18, 2023

According to the study, solo firms with no employees had a median of just 40 clients per advisor, while 2-person firms had 70, and 3-person firms had 96, as the advisor leverages themselves and their time by building a support team of a Client Service Associate (CSA) and an Associate Advisor around them.

Prioritization 95

Prioritization Leverage Planning Practice Management 95

CFO Thought Leader

APRIL 7, 2024

This episode our Planning Aces emphasize the importance of leveraging one’s breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Profit and Loss Leadership 52

Nerd's Eye View

MARCH 5, 2024

In this episode, we talk in-depth about how Rob sets the agenda for his 20+ meetings per week with his clients using a structured flow that always touches on the same key areas for every client, the way he leverages his paraplanner to prep a stack of client meetings so that he can knock through a week's worth of meeting preparation in just a few hours (..)

Leverage 52

Leverage Planning Accounting Investments 52

Nerd's Eye View

APRIL 4, 2024

Ultimately, the key point is that there are a number of ways that the financial planning industry can tackle the looming spike in demand for new advisors without imposing an artificial obligation on advisors, which, if not met, would imply a deficiency in professional duty.

Communication 80

Communication Leverage Planning Sales 80

CFO News Room

NOVEMBER 17, 2022

Moreover, significant “insurers” of these wagers were highly leveraged, systemically important financial institutions. The collapse of the cryptos has triggered the collapse and bankruptcy of a number of crypto exchanges, crypto lenders, crypto hedge funds, crypto miners, etc. By Wolf Richter, editor at Wolf Street.

Leverage 100

Leverage Entertainment Startups Numbers 100

Nerd's Eye View

SEPTEMBER 29, 2023

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

Healthcare 86

Healthcare Leverage Investments Numbers 86

Navigator SAP

JULY 15, 2022

Modern ERP should leverage artificial intelligence (AI), and provide digital marketing automation to gain insights into the end-to-end customer journey. TCO: Don't Neglect Overall Costs ERP buyers often calculate costs simply by finding out the subscription price for a set number of users. Typically:

Budgeting 172

Budgeting Leadership Communication Leverage 172

CFO Thought Leader

APRIL 23, 2024

He navigated through these turbulent waters by leveraging his deep understanding of the company’s financial backbone and by building strong relationships with the new management. This chapter of his career highlights a key lesson for finance professionals: Success often depends on the ability to manage not just numbers but also change.

CFO 52

CFO Securities Leadership Restructuring 52

Future CFO

DECEMBER 11, 2023

The following are ways a finance leader can help staff through leveraging automation : Reduce manual data entry. In utilising automation to link returns using a tax ID number, an organisation's staff doesn’t have to make the same changes across multiple documents. Detect inaccuracies. Streamline the entire tax workflow.

Compliance 52

Compliance Leverage Finance Accounting 52

Nerd's Eye View

AUGUST 4, 2023

Also in industry news this week: RIA M&A activity fell in the second quarter compared to the same period last year amid rising financing costs, though continued private equity interest in the RIA space could help buoy deal volume going forward According to a recent survey, RIAs appear to be taking a defensive approach toward the SEC's new marketing (..)

Treasury 84

Treasury Compliance Leverage Securities 84