Remove Leverage Remove Planning Remove Profit and Loss Remove Valuation
article thumbnail

Weekend Reading For Financial Planners (Dec 24-25) 2022

CFO News Room

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

article thumbnail

Weekend Reading For Financial Planners (Nov 5-6) 2022

CFO News Room

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Creating a sustainable future with ESG and finance

Jedox Finance

1 These pros and cons are enough to motivate the C-suite to expedite their ESG efforts, starting with determining the department responsible for ESG planning and reporting. Numerous associations, consultants, and analysts have promoted the idea of the finance function assuming the core responsibility for ESG planning, tracking, and reporting.

article thumbnail

WeWork Announces $3B Fund To Invest In Its Own Rentals

PYMNTS

WeWork , which recently renamed itself The We Company, has built a multibillion-dollar valuation with its business model of renting out spaces. The company is starting a “global real estate acquisition and management platform” to purchase stakes in buildings that it plans to lease, according to a press release.

article thumbnail

Walmart Seals The Deal With Flipkart For $16 Billion

PYMNTS

For its part, Flipkart walks out of the deal with a valuation north of $20 billion, a promise of $2 billion in fresh investment from Walmart and “additional potential investors,” as Walmart CFO Bret Biggs noted. It’s typical of a business like this that, as you scale up, you will have losses. is known for. “As Local Reaction.

article thumbnail

Musings on Markets: Control, Complexity and Politics: Deconstructing the Adani Affair!

CFO News Room

I have seen this group target companies before, using the game plan that they are using with Adani, but their typical target firms are usually much smaller, under-the-radar firms, where public market investors may have missed troubling aspects of operations.

Marketing 130
article thumbnail

Control, Complexity and Politics: Deconstructing the Adani Affair!

Musings on Markets

I have seen this group target companies before, using the game plan that they are using with Adani, but their typical target firms are usually much smaller, under-the-radar firms, where public market investors may have missed troubling aspects of operations.