Nerd's Eye View

JANUARY 10, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)

Concentration 75

Concentration Valuation Securities Education 75

Barry Ritholtz

MARCH 24, 2025

But that kind of spending isnt counted as part of GDP the total value of goods and services produced in America because Social Security and other benefits are simply transfers of income between Americans. Only spending by Social Security recipients counts toward GDP. ” [Chart 2]. Both the Wall St.

Investments 124

Investments Economics Securities Budgeting 124

Future CFO

NOVEMBER 19, 2024

While the number of IPOs remains healthy, Deloitte says the total capital raised has been the lowest in nine years, with a decline from the US$5.8 It leads the region in all three key metrics: number of IPOs, total amount IPO funds raised, and IPO market capitalisation. For the first 10.5 billion raised across 163 IPOs in 2023.

Marketing 98

Marketing Healthcare Currencies Numbers 98

Global Finance

MARCH 2, 2025

In a recent interview, the US Securities and Exchange Commissions (SEC) enforcement director said they had a record $600 million in penalties in 2024 just for 70 cases. And theres a recent paper that says youre more likely to round up your earnings-per-share number about five years before. You manage your numbers.

Forecasting 112

Forecasting Auditing Accounting Profit and Loss 112

Nerd's Eye View

DECEMBER 27, 2024

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

Valuation 98

Valuation Tax Planning Planning Securities 98

Nerd's Eye View

DECEMBER 20, 2024

Also in industry news this week: A benchmarking study from Charles Schwab shows that median compensation for financial planners at RIAs is well into the six figures, though actual salaries appear to vary widely The U.S.

Benchmarking 98

Benchmarking Education Investments Planning 98

CFO News Room

NOVEMBER 3, 2022

But securing this “soft landing” will require patience. In short, the “soft landing,” wherein inflation normalizes without sabotaging today’s strong labor market, is still possible and the Fed should try hard to secure it. . could be sustained for a number of years. . Below, we expand on these points. .

Securities 130

Securities Economics Marketing Numbers 130

CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. Pressure to Manipulate Financial Results Example: The board pressures you to inflate revenue projections to secure a loan or attract investors, suggesting it’s “just this once” to meet strategic goals.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Collectiv

MAY 19, 2025

Inputs are written back to a central data layer (like Azure or Microsoft Fabric), keeping everything secure, governed, and up to date. Why Business Users Need This Business leaders know their numbers. IT Doesnt Trust Business Users Security and compliance concerns get in the way. They understand the drivers.

Forecasting 52

Forecasting Planning Budgeting Auditing 52

Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Cash Management 98

Cash Management Planning Securities Numbers 98

Simply Treasury

AUGUST 3, 2022

Automated bank connectivity through a single secure channel has become essential to reduce costs, facilitate on-boarding by banks, secure transactions, speed up and automate reconciliations and reduce staff workload. The approver receives an email alert and can connect to the secure payment tool. Virtuous bank connectivity.

Banking 147

Banking Reconciliations Treasury Securities 147

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Leverage 88

Leverage Planning Securities Numbers 88

CFO News Room

MAY 26, 2022

Authorized shares are the maximum number of shares a company is allowed to issue to investors, as laid out in its articles of incorporation. Outstanding shares are the actual shares issued or sold to investors from the available number of authorized shares. The number of shares actually available to trade is known as float.

Numbers 130

Numbers Compliance Planning Securities 130

Global Finance

NOVEMBER 12, 2024

Khalil AlQattan, General Manager of Digital Transformation & Innovation KAQ: The bank has greatly expanded its digital footprint, starting with a revamp of our mobile app that offers a more intuitive interface, advanced security features, and new services.

Banking 52

Banking Compliance Securities Finance 52

Nerd's Eye View

MARCH 14, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Securities and Exchange Commission (SEC) Commissioner Hester Peirce suggested in a recent interview that she would like to see the SEC give advisors more leeway to provide customized solutions to clients (rather than feeling (..)

Compliance 58

Compliance Practice Management Valuation Securities 58

Global Finance

DECEMBER 5, 2024

This was partly due to a continuing rise in secured loans, particularly in Brazil. Moreover, the the fintech’s activation rate, which measures the number of clients using the bank over the last month, improved to 83.6%, marking the twelfth consecutive quarter of positive change.

Banking 59

Banking Leverage Securities Finance 59

Navigator SAP

JULY 15, 2022

And securing these endpoint devices is a must. TCO: Don't Neglect Overall Costs ERP buyers often calculate costs simply by finding out the subscription price for a set number of users. IoT support. The Internet of Things (IoT) helps improve asset management, increases efficiency, and offers real-time business insights. Typically:

Budgeting 216

Budgeting Leadership Communication Leverage 216

The Charity CFO

APRIL 11, 2025

When it comes to securing funding, your budget serves as a narrative tool, helping funders understand your mission, your needs, and your impact. Resist the temptation to take on new projects simply to secure fundingit can dilute your mission and strain your resources.

Nonprofit 81

Nonprofit Budgeting Prioritization CFO 81

CFO Talks

MAY 22, 2025

I have always enjoyed the story the numbers tell about a business and its strategy. FD at Oppenheimer JV: secured R45m tax benefits in group restructuring. Can you share some career highlights and defining moments?

CFO 98

CFO Restructuring Leadership Finance 98

Musings on Markets

DECEMBER 11, 2024

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. You may start with the intent of taking a course, but you may not be able to finish for any number of reasons, and if that happens, I completely understand.

Valuation 126

Valuation Corporate Finance Finance Investments 126

Global Finance

FEBRUARY 5, 2025

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. On the banking side, the sheer number of unbanked is huge.

Economics 108

Economics Prioritization Investments Manufacturing 108

CFO Talks

APRIL 8, 2025

Ensuring that teams understand not just what the numbers say, but what they mean for their work, their budgets, and their goals. Employees want to understand how business performance affects job security, bonuses, or future investment in resources. Numbers alone can be dry and disconnected. Turning figures into foresight.

Communication 52

Communication CFO Leadership Numbers 52

Future CFO

FEBRUARY 9, 2025

The Cyber Security Agency of Singapore has issued stark warnings about the rising threat of cyberattacks, and the Personal Data Protection Act (PDPA) sets stringent standards for data protection. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. it exposes you.

Investments 52

Investments Profit and Loss Securities Risk Management 52

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Benchmarking 63

Benchmarking Treasury Compliance Communication 63

Global Finance

DECEMBER 9, 2024

Global Finance: Last year, we discussed the departure of a number of high-profile foreign banks from Africa. One good recent example is in Ethiopia, where the central bank recently promulgated a number of new regulations that have made the foreign exchange market more competitive. Tadesse: Capital markets are indeed an area of growth.

Marketing 98

Marketing Banking Finance Profit and Loss 98

CFO News Room

FEBRUARY 4, 2022

In less than 50 years, and amid fluctuations, that number had been paid down to less than $40,000 (roughly $1.25 That matters, because rising rates will increase the debt service (interest payments the US government must pay on the outstanding Treasury securities). in 2022) in debt incurred to fight the War of Independence.

Economics 130

Economics Benchmarking Treasury Securities 130

CFO Plans

FEBRUARY 23, 2025

In the whirlwind world of startups and businesses on the hunt for investment, financial reporting is much more than a collection of numbers; its the story of your businesss vitality, potential, and vision. Explore more strategies to enhance your financial reporting and secure the investment your business deserves.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

PYMNTS

JANUARY 8, 2021

The FinTech group is reportedly mulling setting aside a significant number of shares for users if it goes public, but it has yet to make any final decisions, according to Bloomberg, who cited unnamed sources. Robinhood is considering selling shares directly to its users if it opts to hold an initial public offering (IPO).

Compliance 145

Compliance Communication Retail Startups 145

CFO Share

JANUARY 2, 2025

Despite securing over $100 million in venture capital and employing over 600 individuals, Bench abruptly and inexplicably ceased operations on December 27, 2024, leaving thousands of small business clients scrambling for alternatives. That’s when startups struggle to secure the next round of funding. Here’s how it happens.

Startups 52

Startups Accounting Prioritization Securities 52

CFO News Room

JANUARY 6, 2023

A recent study shows how delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals. Why ‘failure’ scenarios in Monte Carlo simulations are very different than plane crashes.

Practice Management 130

Practice Management Auditing Planning Investments 130

Global Finance

DECEMBER 5, 2024

Research firm Gartner expects corporate spending on information security worldwide to reach $212 billion in 2025. By the third quarter, the average number of cyberattacks per organization each week was 1,876. The initial number of victims seemed to be roughly 1.3 Thats a solid 15% jump from 2024s estimated $183.9

CFO 52

CFO Budgeting Technology Accounting 52

Global Finance

DECEMBER 4, 2024

Still, the war in Ukraine convinced European leaders that they needed their own secure satellite internet network, and they found a compromise. The European Commission carefully avoided numbers. Robert Habeck, Germany’s Vice Chancellor, sent a letter to Brussels in March denouncing it as an “exorbitant” increase.

Communication 52

Communication Budgeting Securities Finance 52

CFO Thought Leader

DECEMBER 10, 2024

But numbers alone dont drive results. He understands the pain and challenges of IT and security professionals who deal with exponential growth in machine datadata that expands at a 28% CAGR while budgets remain flat. Johnson emphasizes building strong teams and fostering a learning culture. Clint Sharp, our CEO, was a practitioner.

CFO 52

CFO Leadership Prioritization Auditing 52

The Charity CFO

JUNE 4, 2025

The Parallels Between Fundraising and Sales Aaron spent years in the nonprofit world, securing corporate sponsorships, building relationships, and raising money. Aaron shares how he tracks performance metrics like number of new conversations, meetings scheduled, and expected revenue.

Sales 69

Sales Nonprofit CFO Forecasting 69

Global Finance

DECEMBER 27, 2024

Meanwhile, DLT is increasing the transparency of supply chains and adding another level of information security. The 60-year-old Moores Law states that the number of transistors in an integrated circuit doubles roughly every two years. CAGR to 2034. increase from last year.

Technology 111

Technology Finance Leverage Investments 111

Global Finance

DECEMBER 4, 2024

Still, the war in Ukraine convinced European leaders that they needed their own secure satellite internet network, and they found a compromise. The European Commission carefully avoided numbers. Robert Habeck, Germany’s Vice Chancellor, sent a letter to Brussels in March denouncing it as an “exorbitant” increase.

Communication 52

Communication Budgeting Securities Finance 52