CFO Simplified

DECEMBER 26, 2021

Everything from poor password protection to lax expense reporting can create opportunities for theft. . We know, however, that hiring a full-time CFO can come with a hefty price tag. A part-time outsourced CFO provides the strategy of a C-Suite member without the price tag. . What is a Mid-Sized Business?

Finance 52

Finance General Ledger CFO Auditing 52

PYMNTS

AUGUST 2, 2018

Financial fragility doesn’t always present the way most consumers’ imaginations tells them that it will. The most common perception people have of the financially-fragile customer aligns most closely with either the “On the Edge” consumer profile or the “Shut Out” profile described in the PYMNTS/Unifund Financial Invisibles Report.

Education 40

Education Budgeting Banking Finance 40

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. And as well-meaning as financial literacy is, it’s got two problems.

Economics 56

Economics Education Profit and Loss Banking 56

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

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) 60

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

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. That’s right. We talk to them a lot. It’s all about him.

Marketing 60

Marketing Leadership Finance Investments 60