CFO Dive

AUGUST 4, 2023

As of June 30, approval rates for shareholder proposals focused on environmental and social issues fell compared to all of 2022, Diligent Market Intelligence said.

Numbers 246

Numbers Marketing 246

CFO Dive

FEBRUARY 25, 2022

“As CFO it’s my role to make sure I take the strategy and paint the picture with numbers,” Elena Gomez said.

CFO 278

CFO Investments Marketing Numbers 278

CFO Dive

FEBRUARY 10, 2022

The number of special purpose acquisition companies could be down significantly this year as investors digest the poor performance many of them had last year.

Marketing 246

Marketing Numbers 246

Barry Ritholtz

DECEMBER 13, 2023

Recently, a post utterly perplexed me: “One doesn’t get a favorable impression of crypto from Number Go Up but in fact one doesn’t learn much about crypto at all. Thus, I was entertained by Number Go Up , but didn’t learn much.” Because Number Go Up technology means it’s going higher! Jury is still out.

Numbers 126

Numbers Entertainment Technology Marketing 126

CFO Talks

FEBRUARY 20, 2025

Numbers Never Lie but They Rarely Tell the Whole Story For too long, financial analysis has been seen as a back-office functionprocessing numbers, producing reports, and ensuring compliance. How do we create a culture where finance professionals actively challenge assumptions, look beyond the numbers, and uncover the bigger picture?

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

Global Finance

MARCH 3, 2025

It used to be tough investing in private market assets. The development of open-ended, evergreen funds that allow investors to periodically redeem sharestypically, monthly or quarterlyand carry relatively low investment minimums have made private market investing accessible to just about everyone. Not anymore.

Marketing 59

Marketing Investments Forecasting Banking 59

Musings on Markets

JANUARY 31, 2025

For those of you who have been tracking the market, the AI segment in the market has held its own since September, but even before the last weekend, there were signs that investors were sobering up on not only how big the payoff to AI would be, but how long they would have to wait to get there.

Valuation 134

Valuation Numbers Marketing Investments 134

CFO Thought Leader

FEBRUARY 17, 2025

Finance leadership is more than numbers, Butte reminds us, explaining that, for her, success hinges on weaving data into a strategic narrative that shapes decisions. Numbers alone dont compel action, she tells us. But this time, his words were tinged with a curious mixture of praise and amazement.

Numbers 52

Numbers CFO Leadership Finance 52

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Aggregate operating numbers 3. Tax rates 4.

Corporate Finance 120

Corporate Finance Valuation Finance Numbers 120

CFO Talks

OCTOBER 10, 2024

Finance and Strategy: Making Numbers Work for Your Vision Imagine this: Your company has a fantastic vision—perhaps it’s to dominate a new market, launch a groundbreaking product, or grow your team and profits. It’s about making sure your numbers don’t just add up but drive your company toward its ultimate goals.

Numbers 98

Numbers Finance CFO Leadership 98

Musings on Markets

JANUARY 17, 2025

In my last post , I noted that the US has extended its dominance of global equities in recent years, increasing its share of market capitalization from 42% in at the start of 2023 to 44% at the start of 2024 to 49% at the start of 2025.

Treasury 129

Treasury Valuation Marketing Forecasting 129

E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

Barry Ritholtz

MARCH 18, 2025

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Bad Numbers : 4. Market Mayhem : As investors, we often rely on rules of thumb that fail us. It is March 18th!

Investments 127

Investments Math Concentration Valuation 127

Global Finance

AUGUST 1, 2024

When valuations shift so drastically, it’s usually due to “a major event” or “a failed deal, or even a market correction,” Carl Niedbala, co-founder of risk management firm Founder Shield, said. “It’s In stark contrast, APAC witnessed a 42% decline in the number of IPOs and a 73% drop in proceeds,” Chan says.

Planning 122

Planning Marketing Valuation Corporate Finance 122

Barry Ritholtz

FEBRUARY 14, 2024

 At the Money: Is War Good for Markets? February 14, 2024) What does history tell us about how war impacts the stock market? Can these patterns inform us of future bull market behavior? A 500% move in the stock market. Explain your dad’s thinking about how war plus inflation equals a stock bull market.

Marketing 126

Marketing Forecasting Numbers Technology 126

Musings on Markets

APRIL 20, 2025

When markets are in free fall, there is a great deal of advice that is meted out to investors, and one is to just buy the dip , i.e., buy beaten down stocks, in the hope that they will recover, or the entire market, if it is down. The evidence for this strategy comes from many sources.

Investments 137

Investments Marketing Valuation Numbers 137

Musings on Markets

SEPTEMBER 5, 2024

Last Wednesday (August 28), the market waited with bated breath for Nvidia’s earning call, scheduled for after the market closed. This dance between companies and investors, playing out in expected and actual earnings, is a feature of every earnings season, especially so in the United States, and it has always fascinated me.

Marketing 136

Marketing Valuation Profit and Loss Forecasting 136

Nerd's Eye View

APRIL 28, 2025

But for many advisors, the hardest part of creating a content marketing strategy is knowing where to start. This structured approach helps ensure that marketing efforts translate into measurable results rather than scattered content that fails to gain traction.

Marketing 56

Marketing Education Leverage Numbers 56

Musings on Markets

FEBRUARY 18, 2025

The second was a comment that I made on a LinkedIn post that had built on my implied equity premium approach to the Indian market but had run into a roadblock because of an assumption that, in an efficient market, the return on equity would equate to the cost of equity.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

Musings on Markets

FEBRUARY 8, 2024

I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla) which carried the market in 2023. In terms of dollar value added, Microsoft and Apple each added a trillion dollars to their market capitalizations, during the year.

Marketing 141

Marketing Valuation Profit and Loss Advertising 141

CFO Thought Leader

MARCH 19, 2025

He immediately set to work embedding finance into IDTs decision-making, ensuring the function wasnt just reporting numbers but helping shape the companys strategic direction. Its not just about getting the numbers right, Swenson explains, its about making sure those numbers mean something for the business.

CFO 59

CFO Marketing Financial Analysis Leadership 59

CFO Dive

OCTOBER 4, 2022

The labor market — and inflation — may be cooling as the number of available jobs declines and the pool of workers grows.

Numbers 269

Numbers Marketing 269

Global Finance

DECEMBER 11, 2024

According to the Saudi authorities, Egyptian investors are the number one investors now in Saudi Arabia with about $20 billion USD. Since March 2024, we have been focused on the inflationary effect, currency pricing is set according to market dynamics and so far, it has proven very successful. Hossam Heiba : Yes.

Economics 105

Economics Investments Currencies Banking 105

Global Finance

JUNE 17, 2024

A 10-year veteran at DBS Bank, Karoonyavanich recently expanded his role to cover all Equity Capital Markets business for the bank globally when the firm merged its equities, fixed income and brokerage businesses to form a new Investment Banking unit. Its Hong Kong market share surged from a mere 0.2% in 2021 to an impressive 6.7%

Marketing 111

Marketing Banking Investments Securities 111

Nerd's Eye View

MAY 9, 2025

Also in industry news this week: Younger Americans are eager for financial advice (and appear willing to pay for it) according to a recent survey, creating a potential opportunity for advisors who have the wherewithal and capacity to meet their planning priorities (which can differ from older, retirement-focused clients) A study of advisors who are (..)

Planning 98

Planning Marketing Numbers 98

CFO Talks

NOVEMBER 20, 2024

The next logical step might be to take your company to international markets by listing on a foreign stock exchange. Create a clear reporting timeline for all markets and set internal deadlines that are ahead of the official ones. Use simple, plain language to explain the “why” behind your numbers.

IFRS 98

IFRS GAAP Currencies CFO 98

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

Benchmarking 98

Benchmarking Education Investments Planning 98

Nerd's Eye View

OCTOBER 29, 2024

So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.

Leverage 97

Leverage Planning Compliance Startups 97

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Benchmarking 98

Benchmarking Tax Planning Investments Planning 98

Global Finance

APRIL 6, 2025

Insurance companies across global markets have been building, buying, and partnering their way to better investment returns for the past decade. Investing more in private markets and alternative assets arguably heightens insurance companies diversification, but it also increases risks.

Investments 112

Investments Restructuring Marketing Banking 112

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

JANUARY 2, 2025

We provide a very user-friendly tool where you just insert the numbers from the target and from the buyer, and you get a score indicating the likelihood of success. So dont wait until a crisis is at its peak and you incur losses, lose market share, lose customers. GF: When is a company well-placed to make an acquisition? Look ahead!

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Concentration 75

Concentration Valuation Securities Education 75

Nerd's Eye View

MAY 16, 2025

Also in industry news this week: A recent study finds that financial advisory clients are leaving largely positive, in-depth reviews for their advisors FINRA has responded to some concerns about its proposed rule regarding outside business activities, saying that it is designed to streamline regulations and not (as has been suggested by some commenters (..)

Education 95

Education Tax Planning Planning Numbers 95

Global Finance

FEBRUARY 5, 2025

Indonesia is a substantial and growing market for us. A Country Of Superlatives Joel Shen, a lawyer based in Jakarta and Singapore, who heads Withersworldwides technology practice in Asia, boasts that Indonesia is a country of superlatives and is an attractive investment destination with a number of very clear advantages.

Economics 108

Economics Prioritization Investments Manufacturing 108

Musings on Markets

DECEMBER 11, 2024

If you work in a business, whether it be in marketing, strategy or HR, this class is designed to provide perspective on how what you do fits into value creation at your business. The second is valuation , a class about how to value or price almost anything, with a tool set for those who need to put numbers on assets.

Valuation 126

Valuation Corporate Finance Finance Investments 126