PYMNTS

JANUARY 15, 2019

Citi ‘s latest report on how the corporate finance world plans to navigate volatility in 2019 suggests chief financial officers (CFOs) have a role model toward which to look: the so-called “tech titans.” ” The report stated that Citi estimates $10.6

Mergers and Acquisitions (M&A) 46

Mergers and Acquisitions (M&A) Corporate Finance Finance Economics 46

PYMNTS

JUNE 2, 2016

A recent report from Retail Systems Research (RSR) found that 50 percent of retailers cited increased pricing awareness among consumers as a key challenge of their brands moving forward. Predictably, though, a new study says that it’s created just as many problems for the present and future.

Retail 40

Retail Sales Planning 40

CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Communication 130

Communication Planning Education Numbers 130

Musings on Markets

OCTOBER 12, 2023

I have made no secret of my disdain for ESG, an over-hyped and over-sold acronym , that has been a gravy train for a whole host of players , including fund managers, consultants and academics. The Global Impact Investing Network (GIIN), a non-profit that tracks the growth of this investing movement, estimated that more than $1.16

Investments 82

Investments Marketing Accounting Numbers 82

Musings on Markets

JANUARY 29, 2021

Short Sales and Squeezes I know that you want to get to the GameStop story quickly, but at the risk of boring or perhaps even insulting you, I want to lay the groundwork by talking about the mechanics of a short sale as well as how short sellers can sometimes get squeezed.

Profit and Loss 52

Profit and Loss Valuation Investments Sales 52

Jedox Finance

JANUARY 13, 2023

These 12 sales trends serve as a roadmap for sales leaders looking to cultivate a more adaptable and integrated organization that evolves with today’s sophisticated buyers. Learning B2C practices. Sales and marketing partnership. Collaborating through integrated business planning. Learning B2C practices.

Sales 98

Sales B2C Forecasting B2B 98

CFO News Room

DECEMBER 6, 2022

Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time. Get notified of the latest episodes (and all our research as it’s released!)

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 22, 2022

Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

The Charity CFO

JANUARY 17, 2022

If you’re like most nonprofit leaders, you’re not researching nonprofit accounting basics to satisfy your curiosity. And then, there are a series of reports and financial statements you’ll use to communicate the financial reality of your organization to potential donors, the IRS, watchdog agencies, and other stakeholders. Grant funds.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

CFO News Room

DECEMBER 13, 2022

Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households. My guest on today’s podcast is Terry Parham Jr.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

NOVEMBER 7, 2022

In the meantime, we’re excited to announce several new updates to our new Kitces AdvisorTech Directory , including Advisor Satisfaction scores from our Kitces AdvisorTech Research, and the inclusion of WealthTech Integration scores from the Ezra Group!

Compliance 130

Compliance Communication Planning Concentration 130

CFO Leadership

JUNE 14, 2021

According to a recent report , one in three businesses say the COVID-19 pandemic sped up their digital transformation plans by three to four years, and the need to try new strategies accelerated the digital transformation timelines for most companies (81%). Automated billing is another opportunity to meet your customers’ needs.

Leadership 52

Leadership CFO Nonprofit Budgeting 52

CFO News Room

NOVEMBER 8, 2022

Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households. Get notified of the latest episodes (and all our research as it’s released!) Check out our FAS resource page !

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

DECEMBER 6, 2022

They have Uranium, just really fascinating ideas that allow investors to express their investment themes in a very specific, fairly low cost, professionally managed ETF. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. BERRUGA: You know, great question.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. So life science supplies, healthcare, IT, managing wind and solar farms, niche software, and consumer, different things like that.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. Really a fascinating background, and it just goes to show you how broad and flexible the world of finance is, that there are so many different ways you can find yourself in a senior management position in, in this industry.

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

AUGUST 29, 2022

You’ve — you’ve been reporting on finance pretty much your entire career. You’re the go-to reporter for ETFs and passive indexes. BALCHUNAS: So some people do think of me as a reporter and I started my career that way, but I’m in research, so what I do is I write notes that aren’t — I don’t report on something.

Profit and Loss 64

Profit and Loss Marketing Investments Benchmarking 64

Barry Ritholtz

JULY 18, 2023

 The transcript from this week’s, MiB: Tom Wagner, Knighthead Capital Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. And so I was doing 30, 40 hours a week on the desk doing research.

Investments 52

Investments Profit and Loss Restructuring Accounting 52

The Charity CFO

JANUARY 19, 2022

For more nonprofit accounting resources check out www.thecharitycfo.com. They might have different practices for things they’re delivering different services. And the next thing they’ve got like nine or 10 people that are reporting to them. How to shift your mindset from founder to collaborative business owner. (17:30).

Nonprofit 52

Nonprofit Leadership CFO Communication 52

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. In this buyer’s guide to the best FP&A software, we’ll provide an overview of the top financial planning and analysis tools to consider. However, not all FP&A tools are created equal.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Barry Ritholtz

APRIL 8, 2024

Ed Hyman is much more practical than most economists. And so he set me off in a direction that was practical and at that point, commission business that he generated was ginormous, I’m sure. ’cause I’m always trying to find things that are practical. I think it was in his book, one Up on Wall Street.

Economics 56

Economics Marketing Forecasting Numbers 56

Barry Ritholtz

APRIL 25, 2023

Now, full disclosure, Ritholtz Wealth Management has been around a decade. You turned out to be the first dual economics financial management major at Quinnipiac. She had her broker at Merrill Lynch, and she put in front of me a stack of annual reports. This is our practice. It’s so great to be here.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

CFO News Room

DECEMBER 19, 2022

Except in practice, there are many important functions that broker-dealers fulfill that truly are not fiduciary or advice-oriented, such that a uniform standard just isn’t feasible. But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for “financial planner”) being vacated… by the FPA.

Planning 130

Planning Accounting Investments Sales 130

Barry Ritholtz

AUGUST 23, 2022

BILL BROWDER, FOUNDER, CEO OF HERMITAGE CAPITAL MANAGEMENT: Well, I should just back up one step further which is a little bit on my family background which is what got me interested in all this European stuff. They were not especially supportive until you found one champion who managed to get you a nice pool of capital to invest.

Investments 124

Investments Math Banking Profit and Loss 124

CFO News Room

DECEMBER 22, 2022

“So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” The Challenges of Leading in a Historically Divided Congress” [Charlie Cook, Cook Political Report ]. Biden mulls 2024 plans as Democrats weigh generational shift” [ The Hill ]. Biden Administration.

Economics 130

Economics Manufacturing Nonprofit Numbers 130

CFO News Room

JANUARY 17, 2023

So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” Report on the Biden Laptop” (ebook) [ Marco Polo ]. It uses a shorter wavelength of ultraviolet light and his research shows that it’s safe for humans. ‘It The Bezzle: “Fashion NFTs Total $245 Million In Sales.

Concentration 130

Concentration Economics Manufacturing Numbers 130

CFO News Room

JANUARY 5, 2023

So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” Yet, for the group of disruptors, it was all according to plan and part of well-worn quarter-century-long House GOP practice. Pierre Bourdieu, Classification Struggles. Biden Administration.

Advertising 130

Advertising Economics Leadership Numbers 130

CFO News Room

JANUARY 10, 2023

So many of the social reactions that strike us as psychological are in fact a rational management of symbolic capital.” Biden’s Education Department just proposed a new way to make monthly student-loan payments ‘more affordable and manageable than ever before’” [ Business Insider ]. Pierre Bourdieu, Classification Struggles.

Concentration 130

Concentration Education Healthcare Budgeting 130