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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

In this episode, we talk in-depth about how Pete frames the differences between socially responsible investing (which is focused on excluding certain industries or companies from portfolios), ESG investing (which measures the risk to companies from environmental, social, and governance factors), and Pete's sustainable investing approach (which he views (..)

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Startup DNA: Rooam, Close Your Bar & Restaurant Tab Remotely

PYMNTS

Data collection is extremely important for us as we grow — for not only studies but also for sales, marketing and our expansion nationally,” said Shams. We want to have quantitative data to show the positive impact of Rooam.”. Many receipts later, there are even more plans for the future.

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Members’ Profile: Thobile Dlamini

CFO Talks

The challenge of financial forecasts based on quantitative data was both stimulating and rewarding. Next, I develop a plan that outlines potential solutions. In summary, my approach to overcoming obstacles involves thorough assessment, planning, collaboration, adaptability, and a focus on continuous learning.

CFO 52
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FinServ Matchmaker SuperMoney Tops $2B In Loan Requests

PYMNTS

What consumers needed was a one-stop source of transparent data about FinServ products that offered both quantitative data in the from interest rates, fees, loan terms, etc and qualitative reviews from consumers who have used the product. So he built one.