Nerd's Eye View

MARCH 15, 2023

In this article, guest authors Mark Hurley, Carmin Cicalese, Bryce Washum, and Douglas Garbutt discuss how financial advisory clients face a range of cyber risks, including cybertheft (i.e., when tagged online pictures can be used to identify an individual’s location).

Risk Management 81

Risk Management Securities Accounting Planning 81

PYMNTS

AUGUST 5, 2019

moneycorp, has acquired an Australian independent treasury advisory company called the Rochford Group for an undisclosed sum, according to reports. The companies did not disclose the price tag of the deal, but moneycorp did say it would pay 20 percent using cash on hand. A payments service provider based in the U.K.,

Treasury 43

Treasury Risk Management Currencies Forecasting 43

PYMNTS

APRIL 23, 2019

There is also the demand for the industry to embrace small businesses’ need for automation, coupled with more strategic advisory services. ” That human expertise can guide the evolution of technology and software, enabling business end users to obtain that knowledge without the price tag. ”

Numbers 61

Numbers Accounting CFO Financial Analysis 61

CFO News Room

JANUARY 24, 2023

The price tag was just shy of $9,000 — a reduced rate. Less than a month into the the semester, Harvard shut them off, following a recommendation from the University’s Coronavirus Advisory Group. But the devices — which were installed in the house’s dining hall and lower common room — lasted just a few weeks.

Manufacturing 130

Manufacturing Construction Economics Banking 130

CFO News Room

NOVEMBER 1, 2022

Michael: I’m really excited about today’s conversation and getting to dig a little bit into the advisory firm that you’ve built. And for a lot of advisory firms, I’ve found over the years, frankly, it’s hard for most advisors to do that profitably. An advisory agreement and a deposit that they need to pay.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. So, so let, let’s, that’s surprising because when we launched our firm in 2013, I felt like we were a decade past the real launch of registered investment advisories.

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Mergers and Acquisitions (M&A) Compliance Investments Finance 61

Barry Ritholtz

DECEMBER 20, 2022

RITHOLTZ: So late ‘80s, early ‘90s, you’re a VP for an advisory firm that leads some sovereign debt restructurings and transactions in both South America and Central America. Bank of America decided they wanted to sell their branch in Lima, Peru, and the price tag was a million dollars. KOENIGSBERGER: That’s right.

Restructuring 61

Restructuring Investments Marketing Banking 61