PYMNTS

OCTOBER 30, 2018

Its suggestions about mortgage financing are helpful, even intuitive, and take the stress out of remembering to plan each step of a financial journey that is life-long and can get side-tracked amid the busyness of daily routine. No longer are rules universally applied to consumer interactions with FIs. Easier said than done.

Concentration 64

Concentration Technology Banking Securities 64

PYMNTS

NOVEMBER 6, 2018

expresses interest in a new RTGS system, financial players in the country are also working to improve existing schemes. Recently, NACHA — The Electronic Payments Association approved three new rules to update Same Day ACH services. In the November Faster Payments Tracker , PYMNTS details the latest payments system debuts and updates.

Education 53

Education Banking Leverage Numbers 53

PYMNTS

SEPTEMBER 19, 2019

However, bad actors are doing so to commit financial crimes and get away undetected. Many organizations are thus tapping into advanced, unsupervised learning technologies — which provide opportunities to reduce financial fraud as detection becomes smarter and machine learning more robust — like artificial intelligence (AI) for assistance.

Securities 51

Securities Technology Banking Accounting 51

PYMNTS

APRIL 18, 2017

For about 15,000 people, sensitive financial data also made it out the door. TalkTalk was tagged with a fine of £400,000 ($501,000) for the hack — the Information Commissioner’s ruled said attack “could have been prevented if TalkTalk had taken basic steps to protect customers’ information.”.

Securities 41

Securities Financial Data Finance Banking 41

PYMNTS

SEPTEMBER 23, 2019

Lesser-known about Barnum are his many business and financial ups and downs, including his fight back from bankruptcy in the mid-1800s. Cash flow may be king, but as that wise cartoon sage, The Wizard of ID , told us in 1964, “ he who has the gold makes the rules.”. Real-Time’s Receivables Dilemma. buyers owe suppliers $3.1

B2B 61

B2B Leverage B2C Investments 61

PYMNTS

SEPTEMBER 23, 2016

.” Currently, bitcoin can be traded 24 hours a day, but as there are few sellers at certain times of the day, Gemini is taking advantage of the non-trading hours of traditional financial markets and designating those as the time to trade bitcoin. District Judge Alison Nathan and Judge Jed Rakoff in 2014 ruled otherwise.

Profit and Loss 77

Profit and Loss Currencies eCommerce Leverage 77

PYMNTS

JANUARY 28, 2019

Mastercard got tagged with a $648.3 Reuters noted that Mastercard received a 10 percent reduction in the fine for cooperating with the inquiry and accepting that it had run afoul of European Union competition rules. Mastercard and Google Fend Off Fines. credit card companies charge.

Advertising 51

Advertising Retail Currencies Banking 51

PYMNTS

MAY 4, 2017

SiriusXM’s addition of Automatic to its connected-car products, which came with a price tag of just over $100 million, will allow the broadcasting company to strengthen its position in the burgeoning connected-vehicle services space. Likewise, Waymo has asked the state to scrap its liability proposal altogether.

eCommerce 40

eCommerce Manufacturing Securities Leverage 40

PYMNTS

MARCH 2, 2016

The company also pointed to the recent rise of the nostro account, an account owned by a financial institution in another country with funds held in local currency, used to facilitate cross-border settlement. It’s a currency that allows financial institutions to ditch the nostro account and instead keep XRP on their own balance sheets.

Currencies 46

Currencies Treasury Foreign Exchange Compliance 46

Barry Ritholtz

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. And honestly, I think we divested post financial crisis.

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) Investments Finance Technology 86

The Charity CFO

AUGUST 30, 2022

ASC 606 is often confused with ASC 958 (which addresses nonprofit entities’ financial statements). ASC 606 is a relatively new set of rules for revenue recognition. By 2019, most nonprofit organizations were required to adopt and implement these new rules associated with revenue from “exchange transactions.” What Is ASC 606?

Nonprofit 98

Nonprofit Accounting Standards CFO Accounting 98

Barry Ritholtz

MAY 30, 2023

He is the founder of Operation HOPE and one of the leading voices for financial literacy. In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. Rules are published, playing field is level. RITHOLTZ: Right.

Economics 57

Economics Education Profit and Loss Banking 57

Musings on Markets

DECEMBER 10, 2023

From Alfred Sloan at General Motors to Jack Welch at General Electric to Steve Jobs at Apple, there is a history of CEOs being tagged as superstars (and indispensable to the organizations that they head), in successful companies.

Valuation 113

Valuation Profit and Loss Entertainment Investments 113

CFO News Room

JANUARY 1, 2023

The End of Financial Hegemony? We have mixed messaging, lethally bad advice on airborne tranmission, confusing guidance, a broken website, with an inexplicable hash-tag to wrap it all up. Classical economic theory rules out rationalization. What if the dinosaurs hadn’t gone extinct? New Left Review. Well worth a read.

Economics 130

Economics Planning 130

PYMNTS

MAY 24, 2016

So, PYMNTS reached out to Pew and the director of its small-dollar loans project, Nick Bourke, to get their perspective on the payday loan problem, as the ecosystem eagerly awaits the coming round of CFPB draft rules on the subject. ” But, Bourke notes, the CFPB rule could do more here if well-formed.

Banking 41

Banking Accounting Leverage Numbers 41

PYMNTS

APRIL 18, 2016

Plus, research places a price tag on B2B sales efforts, the alternative lending industry and small business expense practices. Expanded globally, the price tag of wasted money hits $1.4 One-third said these late payments negatively impact their ability to meet financial obligations. trillion every year, reports said.

B2B 40

B2B Finance Invoicing Sales 40

CFO News Room

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Mindy Crary.

Planning 130

Planning Investments Accounting Math 130

PYMNTS

JULY 16, 2020

Apart from celebrities, Apple and Uber were also tagged in the hacking event that occurred Wednesday (July 15). The messages from hackers masquerading as high-profile people all had a similar tone and mentioned an intention to double and redistribute all funds donated in bitcoin to those who paid in.

Securities 64

Securities Accounting Education Communication 64

PYMNTS

DECEMBER 22, 2016

PayPal has spent the year working hard to bring an ever-larger number of collaborators to the global digital financial platform it has built over the last 17 years. Visa and Mastercard are working to tag team tokens together to create a universal security standard for transactions across channels. “Now,

Securities 60

Securities Economics Banking Sales 60

Barry Ritholtz

OCTOBER 10, 2023

Can I just tag along? The fi the whole financial structure that’s arisen in crypto, it’s interesting. Of course I didn’t have any financial interest in F T X or in fact, I’m a creditor. Like it wasn’t, they weren’t filtered in the way that a financial forum usually filters people.

Math 61

Math Profit and Loss Numbers Marketing 61

Barry Ritholtz

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space. Has that closed?

Mergers and Acquisitions (M&A) 61

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

Barry Ritholtz

DECEMBER 20, 2022

Then you’re a VP at Lehman Brothers, and this was late ‘90s, not the Lehman Brothers we kind of are familiar with from the financial crisis. as we learned during the financial crisis, the government-sponsored enterprises like Fannie Mae and Freddie Mac, and by extension, Sallie Mae, you go down the whole list of these things, the U.S.

Restructuring 61

Restructuring Investments Marketing Banking 61

Barry Ritholtz

MAY 2, 2023

Ben Clymer took a buyout offer from UBS in 2008 right in the middle of the financial crisis and said, “I know what I’m going to do. 2008, you launched a blog after you leave UBS in the midst of the financial crisis. And with that time, I ended up freelancing for the likes of GQ, for the Financial Times, how to spend it.

Retail 65

Retail Advertising Numbers Economics 65

Barry Ritholtz

DECEMBER 26, 2023

You work at Capital Growth Financial and in former global markets before you join investing Giant Merrill Lynch in 2007, what was that transition like from smaller shops to a really, really big one? So the financial advisors are, you know, a big part of what we do. He has his 10 rules to remember. That’s right.

Marketing 61

Marketing Leadership Finance Investments 61

Barry Ritholtz

NOVEMBER 15, 2022

?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. DAVE NADIG, FINANCIAL FUTURIST, VETTAFI: I mean, mostly I got coffee at the beginning.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

MAY 16, 2023

LINDZON: But that was more hardware and music and not internet related to me, you know, because I came from the financial background, so everything was DOS and Windows. I didn’t know what Apple was even though, you know, because you in the financial world, you were on DOS or Windows. So that was like ’01 ’02… RITHOLTZ: Right.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

OCTOBER 3, 2023

And that’s where I got my job, and that’s how I turned my career into a financial career. 00:32:47 [Speaker Changed] You mentioned Hank Paulson, one of the few people who comes outta the financial crisis reputation intact. Barry Ritholtz ] 00:03:33 So I had a wildly incorrect assumption. They run outta liquidity.

Marketing 108

Marketing Treasury Banking Profit and Loss 108