CFO News Room

JANUARY 18, 2023

Hunt Transport Services — The transportation stock jumped 4% after executives said on an earnings call that they expect to see the freight market rebound in second quarter going into third quarter as inventory resets. Oatly Group — Shares of Oatly Group fell nearly 2%, losing steam after Mizuho upgraded the stock to buy from neutral.

Transportation 130

Transportation Pharmaceutical Education Economics 130

CFO News Room

DECEMBER 7, 2022

2 minutes). The budget carrier dropped its phone service option last month, leaving customers to use chat functions or social media to resolve issues. Instead, they rely on automated or text-based customer service. Others still have operators, but are pushing more customers to use online services rather than the phone.

Numbers 100

Numbers Budgeting Transportation Marketing 100

CFO News

JULY 21, 2023

Attra joined SBI as CFO in October 2020, and resigned from the services after a stint of 2 years and 8 months which completed on June 30, 2023.

CFO 98

CFO 98

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

CFO News Room

JANUARY 11, 2023

Tesla — The EV maker gained more than 2% after it registered with the state of Texas to expand its electric-vehicle factory in Austin this year. Bed Bath & Beyond rallied 38% to trigger the trend in morning trading Wednesday. Shares of GameStop , the original star of 2021′s meme-stock mania, climbed about 5%.

Construction 130

Construction Entertainment Healthcare Valuation 130

Nerd's Eye View

APRIL 22, 2024

Broadly speaking, there are 2 models of working as a financial advisor: operating independently as a firm owner or with a large affiliate platform such as a wirehouse broker-dealer, independent broker-dealer, or larger corporate RIA. Deciding which model to work under is a key moment in beginning or evolving a career as an advisor.

Compliance 83

Compliance Leverage Practice Management Numbers 83

E78 Partners

MAY 8, 2024

ServiceNow offers a platform called ITSM (IT Service Management) that large enterprise organizations employ within their IT environment to manage and enhance IT’s service delivery. ServiceNow’s ITSM solution offers a complete platform for handling IT services and support operations in an efficient and productive way.

Leverage 52

Leverage Auditing Compliance Invoicing 52

CFO News Room

DECEMBER 2, 2022

DoorDash – Shares of the food delivery service operator fell more than 2% following a downgrade from RBC Capital Markets. Salesforce – Shares of the software giant fell more than 2%, extending its loss of more than 8% Thursday after co-CEO Bret Taylor announced he was leaving the company.

Profit and Loss 130

Profit and Loss Manufacturing Forecasting Technology 130

Nerd's Eye View

MAY 1, 2024

The amendment didn't make any sweeping changes to the requirements for firms to qualify for the exemption , but instead was intended to offer additional clarification around "what it means in 2024 truly to provide an exclusively internet-based service."

Investments 76

Investments Compliance Technology Planning 76

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

OCTOBER 14, 2022

Yesterday’s 2% collapse on hotter-than-expected CPI data, followed by ~5% recovery to finish the day up more than 2% is a perfect example of random market action begetting endless explanations. There’s nothing like confusing market action to send people into narrative creation overdrive. What was the takeaway from CPI?

Marketing 132

Marketing Sales Finance Investments 132

Barry Ritholtz

JULY 17, 2023

They are rank here based on three factors: 1) Degree of difficulty; 2) Likelihood of success; and 3) Time needed to amass a fortune. – Degree of difficulty : 10/10 – Likelihood of success : 1/10 – Time Required : 5-10 years 2. Provide a valuable service : Now we’re getting into some heavy lifting.

Marketing 98

Marketing Problem Solving Investments Currencies 98

The Finance Weekly

FEBRUARY 16, 2023

As explained above, there are 2 reasons for the increase in jobs and simultaneous mass layoffs and recession fears: 1) Type of jobs being introduced The majority of the 1.1 million jobs that the economy gained over the past 3 months were in the service, health, and education sectors.

Education 99

Education Economics Numbers Planning 99

Strategic Treasurer

MAY 1, 2023

Episode 251 Fraud in a Changing Treasury Landscape Episode 2: Do You Know Who Is Accessing Your Banking Information? While treasurers say they are aware of this, only 30% of companies plan to allocate more funds to the training of employees and fraud prevention services. Criminals are always looking for the path of least resistance.

Treasury 98

Treasury Banking Securities Planning 98

Nerd's Eye View

SEPTEMBER 13, 2023

In particular, financial advisors who offer ongoing services to clients can focus on 3 key areas that are unique to service-based sales as part of a successful sales strategy.

Sales 89

Sales Planning Communication Leverage 89

Nerd's Eye View

DECEMBER 22, 2023

Also in industry news this week: The SEC has been sending letters to advisory firms requesting details on their use of AI technology, raising questions about whether they may be considering revising their proposed AI rule that received significant pushback earlier this year for the wide breadth of the types of technology it covers DPL Financial has (..)

Tax Planning 86

Tax Planning Numbers Planning Securities 86

Barry Ritholtz

OCTOBER 9, 2022

JVL wrote, “The course exists for only two purposes: (1) to cull the number of attractive medical school applicants, and (2) to prepare a handful of students for a future in biochemical research.”. ~~~. What does this mean in terms of costs, availability, and wait times for health care services in the U.S.? Who Was to Blame?

Education 131

Education Healthcare Numbers Planning 131

Barry Ritholtz

OCTOBER 12, 2023

But what began as free 2-day delivery some years later improved to free next-day delivery, and then depending upon where you were you lived and what you were buying, same day delivery ! What happened to next-day or even 2-day delivery? That is an unexpected result of a random pandemic, but every retailer was dealt the same hand.

Advertising 131

Advertising Retail Accounting Technology 131

Nerd's Eye View

JULY 10, 2023

To stem the outflow of clients, the firm tried a number of marketing strategies – from creating an off-brand Facebook page, to using print advertisements, and to buying paid referral services – most of which were unsuccessful.

Planning 91

Planning Advertising Investments Practice Management 91

Barry Ritholtz

MAY 8, 2023

Here is a quick mental exercise to allow you to operate without your hindsight bias getting in the way: At the end of 2022, an all-knowing market deity visits to inform you that almost halfway through the year, 1) Rates will be appreciably higher; 2) Three of the biggest bank failures in U.S. Consider : – Unemployment at 3.4%

Marketing 124

Marketing Banking Numbers 124

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

Barry Ritholtz

OCTOBER 28, 2022

Despite the carnage in big-cap tech stocks like Facebook, Amazon and Google, the Nasdaq is up 2% for the past week. 1-2 and are likely to debate then whether and how to signal plans to approve a smaller increase in December.” While Goods have been falling in price, Services have remained sticky. What gives?

Marketing 110

Marketing Planning Investments 110

Barry Ritholtz

AUGUST 31, 2023

percent and services increased 0.4 Real DPI decreased 0.2 percent in July and real PCE increased 0.6 percent; goods increased 0.9 percent (tables 5 and 7). I feel like a broken record here, but 0.2%? PUH-leeze, the FOMC is done. appeared first on The Big Picture.

Economics 103

Economics 103

Future CFO

JUNE 7, 2023

The three forces are digital-seeking behaviours among Internet users in Tier 2+ locations, the digitisation of large, traditional businesses along with a growing startup ecosystem, and the success of India’s homegrown digital public goods or the ‘India Stack’, Bain said.

B2C 52

B2C Startups Investments B2B 52

Nerd's Eye View

APRIL 5, 2024

Also in industry news this week: The SEC has penalized 2 firms for false and misleading claims related to their use of Artificial Intelligence (AI), signaling the regulator's interest in advisers' "AI-washing" practices A research report suggests that fee-only RIAs with strong organic growth and enhanced service offerings for their clients are likely (..)

Investments 94

Investments Numbers Accounting Banking 94

Barry Ritholtz

FEBRUARY 5, 2024

Computing was less the purchase of goods than a service. The modern cloud-based era has seen the rise of “Software as a service” (SaaS).1 I want to float a new concept to CRE owners: Retail as a Service (RaaS). 2 Rents charged by the building were dependent upon the flow of traffic of tenants.

Retail 73

Retail Economics Finance Sales 73

CFO Network

OCTOBER 25, 2021

Inflation is simply how much more a basket of goods and services costs in one period relative to a prior period. Generally the CPI shows inflation to hover around 2%, which is the Federal Reserve target for inflation in a healthy economy. In September, this decade-long 2% typical inflation jumped – a lot. BACKGROUND.

Planning 94

Planning CFO Transportation Economics 94

Barry Ritholtz

NOVEMBER 17, 2022

.” They did harm by remaining on emergency footing of zero for way too long, and then missing the initial rise of inflation straight through their 2% target. How much of the demand side is reverting back to prior balance between goods and services? Jerome Powell and the FOMC should ask themselves three questions: 1.

Economics 145

Economics 145

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.

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

OCTOBER 19, 2023

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. 1980-82 Double Dip Recession 2. Heart disease is near the very bottom of coverage. There has always been sensationalistic, yellow journalism.

Concentration 140

Concentration Economics Investments Education 140

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. Scenario 2: Go small : Extend unemployment benefits for 3 or 6 months. “Herd Immunity” was the watchword.

Entertainment 117

Entertainment Healthcare Sales Retail 117

Nerd's Eye View

SEPTEMBER 18, 2023

According to the study, solo firms with no employees had a median of just 40 clients per advisor, while 2-person firms had 70, and 3-person firms had 96, as the advisor leverages themselves and their time by building a support team of a Client Service Associate (CSA) and an Associate Advisor around them.

Prioritization 90

Prioritization Leverage Planning Practice Management 90

CFO News

OCTOBER 31, 2023

MakeMyTrip, a Nasdaq-listed company, has agreed to acquire a majority stake in Savaari Car Rentals Private Limited, a provider of inter-city car rental services in India. billion, marking a 24% year-on-year increase, with a profit of $2 million compared to a loss of $6.8 In its Q2 2024 results, MakeMyTrip reported gross bookings of $1.8

Marketing 52

Marketing 52

CFO News

JUNE 16, 2023

Indian information technology (IT) company Tata Consultancy Services said on Friday it has mutually agreed with insurance provider Transamerica to end a $2 billion contract, citing reasons including a challenging macro environment.

Technology 52

Technology 52

Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

Education 72

Education Planning Securities Marketing 72

Barry Ritholtz

MAY 19, 2023

via @allstarcharts [link] pic.twitter.com/8r3eAIlmsN — Barry Ritholtz (@ritholtz) May 16, 2023 2. It’s not the total debt but rather the ability to service those debts that matters most… 10. Only 5 stocks driving markets 2. How bad at math do you need to be to think that it’s only 5 stocks driving this market?

Marketing 111

Marketing Math Forecasting 111

PYMNTS

NOVEMBER 2, 2020

People’s Bank of China (PBOC) Governor Yi Gang said the pilot program for digital yuan has gone well, with over 2 billion yuan ($299 million) used in over 4 million transactions, Bloomberg reported. 2), said that FinTech companies have some "key advantages" over traditional banks in terms of developing a customer base and curbing risk.

Concentration 116

Concentration Currencies Banking Retail 116