Barry Ritholtz

SEPTEMBER 14, 2022

Advances led declines by 4 to 1, the bond market was incomprehensibly boring, the Mets beat the Phillies 6 to 2, and Kate Winslet’s measurements remained 35-29-38. Motorola was down 2. Ford was up 1/2. Bloomberg was off by 2 1/2. All in all, it was a normal day on Wall Street. Microsoft was up 1/4.

Marketing 135

Marketing Numbers Accounting 135

Barry Ritholtz

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. 2 Regardless, something is amiss. The industry has been fighting a losing battle against apps and online services that have crushed much of traditional media’s revenues.

Concentration 140

Concentration Economics Investments Education 140

CFO News Room

NOVEMBER 4, 2022

In October, there were notable gains in Education and health services, Profession and business services, and Leisure and hospitality. is consistent with trend productivity and 2% inflation and allows for a very reasonable claw back of labor share. Also, child day care services are still down 8.4% And, finally, finally!,

Marketing 130

Marketing Education Securities Economics 130

Barry Ritholtz

NOVEMBER 17, 2022

Most observers of the economy assumed the answer to his question was “some amount,” but I believe di Giovanni and his co-authors are the first to quantify it: “Our analysis of the relative importance of supply-side versus demand-side factors finds 60 percent of U.S. Jerome Powell and the FOMC should ask themselves three questions: 1.

Economics 145

Economics 145

CFO News Room

NOVEMBER 14, 2022

Prior to founding Journey, Penny ran a consulting and coaching firm called Thrivos Consulting, and prior to that worked in various leadership positions across the financial services industry. As an industry speaker, she has spoken at financial services conferences across the US and Canada.

Practice Management 130

Practice Management Planning Leadership Communication 130

The Charity CFO

APRIL 26, 2024

So what happens after you’ve found a few firms that offer the services you need? Do You Offer Additional Services Besides Basic Accounting? Bookkeeping and standard accounting services are major parts of nonprofit accounting, but what if you want an accountant who can be your go-to for financial advice?

Nonprofit 52

Nonprofit Accounting Profit and Loss CFO 52

Barry Ritholtz

APRIL 10, 2023

Perhaps we should consider another issue that tends to get too little ink: Workers exiting sectors of the service industry permanently. Fundamental changes are taking place in the labor economy, especially within the service sector. It doesn’t matter if they are cheap & cheerful local joints ( breakfast tacos !)

Construction 125

Construction Manufacturing Retail Marketing 125

CFO News Room

NOVEMBER 23, 2022

Genesis provided a traditional suite of investment services together called prime brokerage to institutional investors, as in big money players. You can see how the story changes as FTX unravels: Furthermore, our operating capital and net positions in FTX are not material to our business. Guess i was wrong by a factor of 2.

Currencies 100

Currencies Investments Marketing Banking 100

Barry Ritholtz

OCTOBER 15, 2022

Pour yourself a mug of Bean Box coffee, grab a seat by the lake, and get ready for our longer-form weekend reads: • The Rise and Fall of Bitcoin Culture: Crypto’s first token created a culture and then a monster. BBC ) see also Black Holes May Hide a Mind-Bending Secret About Our Universe : Take gravity, add quantum mechanics, stir.

Education 114

Education Technology Investments 114

Barry Ritholtz

AUGUST 8, 2023

percent annually since the global financial crisis in 2008 ( Institutional Investor ) see also The Risks Hidden in Public Pension Funds : Attracted by promises of high returns, many public pension funds have been loading up on private equity but may not fully appreciate the dangers, our columnist says. ( And I’m not a journalist.

Investments 97

Investments Finance Numbers 97

Nerd's Eye View

APRIL 4, 2024

On a smaller scale, meanwhile, several firms have implemented residency programs designed to offer meaningful work experience to young planners fresh out of school who are able to take on entry-level work, meet their experience requirements for their CFP certification, and then leave after 2 or 3 years.

Communication 74

Communication Leverage Planning Sales 74

Barry Ritholtz

APRIL 22, 2023

When he launched the firm in 2000, no one in the legal field was offering a comprehensive set of regulatory and compliance services that he wanted to offer. This was especially attractive during an era of 0% Fed Funds rates and 2% 10-Year bonds. All of our earlier podcasts on your favorite pod hosts can be found here.

Compliance 114

Compliance Investments Securities Marketing 114

Nerd's Eye View

AUGUST 7, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Financial Planning and Analysis (FP&A) 78

Financial Planning and Analysis (FP&A) Planning Technology Compliance 78

PYMNTS

DECEMBER 2, 2020

2) toward beefing up its eCommerce capabilities, announcing a deal to acquire eCommerce platform ShopRunner for an undisclosed sum. “We A top FedEx Services executive recently told a trade publication that the parcel-delivery giant sees eCommerce as the major driver of growth in its sector over the next six years.

eCommerce 114

eCommerce Communication Sales Retail 114

E78 Partners

APRIL 12, 2024

Each of these distinct acquisition archetypes will likely impact the platform’s revenues, product and service lines, customer base, served markets or geographies, and the number of physical locations over the course of several years. At E78 Partners, we recognize the pivotal role that strategic M&A plays in driving business success.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Concentration Restructuring Planning 59

CFO Share

APRIL 29, 2024

You’re not alone – since Covid-19, thousands of small businesses have used outsourced bookkeeping services to work remotely on their books. Optimal options for part-time or fluctuating work The best virtual bookkeeping services use flexible contracts, allowing them to scale up or down work as your business needs change.

Vendor Management 52

Vendor Management Invoicing Communication Accounting 52

Bramasol

DECEMBER 19, 2023

As we delve into the top-tier webinars, it's clear these discussions not only reimagined Revenue Recognition strategies but also provided a roadmap for businesses to thrive in our increasingly digital-driven economy. To stay on top of what’s new, sign up for our Monthly Newsletter. Watch Now! Watch Now!

SAP 86

SAP Compliance Sales Accounting 86

Barry Ritholtz

DECEMBER 7, 2023

Why should homebuyers and sellers pay for services they neither want nor use? It Could Speed Inflation’s Return to 2%. The other is the pragmatic fact that our fate is increasingly aligned with that of the rest of the planet. My morning train WFH reads: • How much should it cost to sell a house? Some : U.S.

Profit and Loss 95

Profit and Loss Benchmarking Retail Securities 95

PYMNTS

APRIL 10, 2020

Fruit Street – a virtual one-stop-shop specializing in digital diabetes diagnosis and treatment – has partnered with vegetarian meal kit purveyor Purple Carrot to add a retail angle to its health advisory service. Within our curriculum, we discuss how to eat well by incorporating more fruits and vegetables into daily life.

Retail 96

Retail Education Healthcare Advertising 96

Barry Ritholtz

SEPTEMBER 28, 2023

Since the worst of the pandemic began to wind down last year, we have been wrestling with two key issues: 1) Inflation, or the rate at which prices are rising; and 2) Costs, meaning the absolute level of prices. We were washing our grocery deliveries to stop the spread of a respiratory disease. Revisit to see if we need to repeat.

Entertainment 117

Entertainment Healthcare Sales Retail 117

Nerd's Eye View

JUNE 12, 2023

Firms that were returning to the office have done so, those that are staying remote are remaining as such, and either way most advisory firms have figured out how to continue to service and retain clients, and are slowly adapting to finding new (or reinvigorating old) paths to grow at least slowly once again.

Restructuring 83

Restructuring Marketing 83

Strategic Treasurer

FEBRUARY 27, 2023

Bank Fee Management Webinar Series: ECR and Fee Optimization March 21 and 22 Register Now Dates / Times Tuesday, March 21, 2023 11:00 AM – 11:30 AM EDT Wednesday, March 22, 2023 2:00 PM – 2:30 PM EDT Where This is an online event Speakers Jason Campbell, Strategic Treasurer Craig Jeffery, Strategic Treasurer Hosted By 1.2

Banking 52

Banking Treasury Education Budgeting 52

PYMNTS

MARCH 20, 2020

We wish to inform our valued customers that we are investigating a potential security breach. EST on March 20, 2020, we were alerted to anomalous activity on our network which risked the integrity of our data centers,” Finastra said in a statement. “As Last year, the firm reported $2 billion in revenue. At 3:00 a.m.

Securities 110

Securities Banking Numbers Technology 110

Bramasol

DECEMBER 19, 2023

To stay on top of what’s new, sign up for our Monthly Newsletter. Watch as SAP’s Patrick Maroney and Bramasol’s John Froelich provide a dive into how the Digital Solutions Economy (DSE) and Everything-as-a-Service (XaaS) are radically changing the High Tech sector. What topics would you like to see us cover in our webcasts?

SAP 52

SAP Invoicing Compliance Leverage 52

PYMNTS

OCTOBER 11, 2020

The deal will see Paynetics work with corporate customers, who have previously relied on Wirecard for card issuing and payment services, to adopt Paynetics for the continuation of their existing card programs,” the announcement states. Terms were not disclosed in the announcement. and European markets.”. and European markets.”.

Technology 105

Technology Securities Investments Banking 105

PYMNTS

FEBRUARY 1, 2021

Singapore’s Grab said it has closed on a $2 billion, five-year term loan facility amid speculation that it is readying an initial public offering. The ride-sharing, delivery services and financial services company said the loan will allow it to diversify its funding sources and capital structure, along with strengthening liquidity.

Investments 70

Investments Planning Banking 70

PYMNTS

APRIL 15, 2020

“We know getting immediate access to funds during this time of financial uncertainty is a priority for everyone — including the millions of customers who rely on our stores for essential financial services,” said Janey Whiteside, executive vice president and chief customer officer for Walmart U.S., in the release. .

Accounting 98

Accounting Retail Banking 98

VCFO

AUGUST 9, 2023

6 Operating Performance Metrics for Professional Services Firms Professional services firms come in all shapes, sizes, and types – law, accounting, architecture, engineering, field services, janitorial, specialized consulting, and the list goes on. Let’s look at each of them.

General Ledger 83

General Ledger Benchmarking Leverage Budgeting 83

https://trustedcfosolutions.com/feed/

FEBRUARY 23, 2021

For the first round of PPP Jody and his team applied through the online services of their bank, encountering many challenges. We give them the service they deserve by walking through the process with them to ensure they get the funds to help their business emerge stronger. Our team is here to serve and taking PPP2 applications.

CFO 62

CFO Education Banking Securities 62

The Charity CFO

APRIL 29, 2022

That’s why our in-house team of 6 former nonprofit auditors helped put together this guide to nonprofit audit checklist to make sure your audit goes as smoothly as possible. 2 to 3 Months Before Year-End. 2 to 3 Months After Year-End. Step 2: The nonprofit audit checklist. What is a financial statement audit?

Nonprofit 105

Nonprofit Auditing General Ledger Reconciliations 105

PYMNTS

DECEMBER 28, 2020

“Bringing together our products, talent, teams and culture will catalyze the next exciting chapter of growth and performance,” ShopRunner CEO Sam Yagan said in the announcement. ShopRunner, a FedEx services subsidiary, will run as a part of a new organization inside of FedEx Services called FedEx Dataworks.

eCommerce 90

eCommerce Transportation Retail 90

PYMNTS

SEPTEMBER 23, 2020

The debit card doesn’t have foreign exchange fees or monthly charges, while it has a flat ATM fee of 2 euros ($2.34) globally. The ability to easily buy items and services and get rewarded with extra cash as companies start to open again will be vital for their survival, according to the announcement. In the U.S.,

Foreign Exchange 145

Foreign Exchange Economics Retail Accounting 145

Nerd's Eye View

NOVEMBER 6, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Valuation 81

Valuation Compliance Practice Management Technology 81

CFO Thought Leader

AUGUST 8, 2023

What’s more, the New Jersey site tended to operate in a more independent fashion than AA’s marquee offices, a cultural attribute that perhaps made it an ideal location from which to spearhead a pilot program to provide a unique menu of services to small technology companies. About 55% of our revenue comes from outside the U.S.,

CFO 98

CFO Leadership Finance Accounting 98

Centage

DECEMBER 21, 2023

Russell Taylor, Controller, Mountain View Hospital Centage saves our users hours (if not days) in budget and forecast creation, thanks in large part to our unique formula-free FP&A design. “Excel had become extremely painful whenever I needed to layer on another acquisition or modify my projections.”

Budgeting 52

Budgeting GAAP Forecasting CFO 52

Adam Kae

JANUARY 5, 2024

This includes the online community group where you can get your financial questions answered on-the-fly,and also our monthly virtual meeting where we go in-depth on the topics of your choice. Still waiting for a reply to your email you sent 2 weeks ago to your CPA? How should I price my services? Why is this beneficial to me?

CFO 52

CFO Finance Investments Marketing 52

The Charity CFO

DECEMBER 7, 2023

You can watch it on our Youtube channel here. The Charity CFO Model Volume and repetition are what make the professionals scale from good to great and as mentioned the group services over 200 clients monthly, which is quite the extensive resume. This allows nonprofits to be able to find our content. Based out of St.

Nonprofit 52

Nonprofit Auditing Budgeting CFO 52