CFO News Room

DECEMBER 16, 2021

The results suggest the labor market remains extremely tight. The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674. The low level of claims and high number of open jobs suggest the labor market remains very tight.

Concentration 130

Concentration Economics Numbers Investments 130

Global Finance

DECEMBER 6, 2024

QNB Private manages a substantial portfolio, with assets under management reflecting a steady increase year on year and an expanding market share. The client base predominantly consists of HNWIs and UHNWIs concentrated in Qatar and the broader Middle East and North Africa region, backed by QNBs presence in London, Paris, and Geneva.

Banking 52

Banking Concentration Investments Risk Management 52

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. For me, the categories are exchange relations, market societies, and capitalism. All capitalist countries are market societies, and use exchange relations. But many market societies are not capitalist.

Concentration 130

Concentration Economics Marketing Currencies 130

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 98

Marketing Treasury Currencies Valuation 98

Generation CFO

JANUARY 28, 2022

Football was such an alpha male world and over time that became an adapted part of my DNA, but when I entered the accounting world I quickly realised I had to unlearn that behaviour once again in order to adapt,” says James. He suggests organisations need a safe space where the numbers will not be used as a stick to beat you with. “It

CFO 200

CFO Math Concentration Finance 200

Barry Ritholtz

AUGUST 26, 2022

My examples of overpriced, low-performing, abusive account management have been derided as outliers. As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets.

Concentration 141

Concentration Benchmarking Investments Accounting 141

PYMNTS

MARCH 5, 2018

To create a financial product that would appeal to younger customers and those without a bank account, Amazon is reportedly in talks with big banks like JPMorgan Chase about designing a checking account-like product. If the product were to launch, Amazon would serve as a partner to the big banks.

Accounting 57

Accounting Banking Healthcare Concentration 57

CFO Plans

DECEMBER 29, 2024

This narrow focus can lead to missed opportunities for innovation and expansion, as businesses concentrate on merely covering costs instead of exploring new revenue streams. These tools enable business owners to anticipate market shifts and adapt proactively.

Strategic Planning 52

Strategic Planning CFO Concentration Manufacturing 52

Global Finance

DECEMBER 6, 2024

QNB Private manages a substantial portfolio, with assets under management reflecting a steady increase year on year and an expanding market share. The client base predominantly consists of HNWIs and UHNWIs concentrated in Qatar and the broader Middle East and North Africa region, backed by QNBs presence in London, Paris, and Geneva.

Banking 52

Banking Concentration Investments Risk Management 52

PYMNTS

FEBRUARY 23, 2020

customers with high-interest rates for savings accounts, and then lowering its group funding costs that way. Chase has usually not done international operations, preferring to nurture its huge and profitable domestic market. The operation will likely include savings and lending products, and it comes just two years after U.S.

Banking 102

Banking Concentration Securities Retail 102

PYMNTS

SEPTEMBER 1, 2020

The BIS found that decline is even more pronounced in emerging-market economies and smaller island nations. Over the same period (2011-19), emerging-market economies saw an increase in the value of cross-border payments via correspondent banking about 10 times larger than that of advanced economies.”.

Banking 123

Banking Concentration Numbers Economics 123

The Finance Weekly

DECEMBER 15, 2024

Creating a marketing plan can often feel overwhelming. Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. What is a Marketing Plan? Step 1: Conduct a Marketing Audit Why Start with an Audit? Heres a step-by-step breakdown.

Planning 52

Planning Marketing Auditing Budgeting 52

PYMNTS

JANUARY 22, 2021

While the corporate treasurer's fundamental role has remained steady, the treasury function has seen dramatic impacts from a changing market that is increasingly moving toward real time. Some key tools that emerged as most beneficial to treasurers included physical cash concentration, notional pooling and virtual account solutions.

Treasury 103

Treasury Concentration Currencies Banking 103

PYMNTS

APRIL 13, 2020

Most Main Street businesses are shut down for the time being; workers are away from their offices; and as a result of social distancing, we as a society have concentrated all the activities once spread across a variety of destinations throughout the day into a single place — the home.

Securities 129

Securities eCommerce Concentration Accounting 129

PYMNTS

JANUARY 20, 2021

This challenge has been present for decades within many firms, but when combined with the market disruption of the pandemic, it became intolerable. Finance and accounting workflows lend themselves well to these three pillars, he said, and Fitzmaurice agreed. “It

B2B 125

B2B Invoicing Prioritization Corporate Finance 125

Future CFO

OCTOBER 2, 2023

Moreover, current market conditions drive private fund managers to hone in on their cash management practices , with many turning to strategies more commonly used by their corporate counterparts. Money market funds are “particularly attractive” as they generate yield on idle cash and are highly liquid, according to Quinn.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

CFO News Room

FEBRUARY 2, 2022

In the short-term, Bitcoin trades as a risky asset in an increasingly risk-on, risk-off market. The market for Bitcoin Futures may be less developed, and potentially less liquid and more volatile, than more established futures markets. This risk may be adversely affected by “negative roll yields” in “contango” markets.

Concentration 130

Concentration Investments Securities Currencies 130

Global Finance

JULY 26, 2024

Embedded finance features include global payments, virtual accounts (VAs), and account management. Meanwhile, Nordea’s foreign exchange (FX) automation has evolved into a “comprehensive treasury management autopilot” that includes daily FX, FX hedging, and money market products, according to the bank.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

PYMNTS

MARCH 31, 2020

Now we’re going to take a smaller storefront and concentrate more online. Over the years, we’ve developed procedures to establish provenance (chain of ownership) to ensure that our pieces are both authentic and on the market in accordance with international law.” The three major art and antiques markets – the U.S.,

Marketing 60

Marketing eCommerce Concentration Sales 60

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

Global Finance

AUGUST 27, 2024

Emerging markets are wildly diverse, and keeping track of the latest trends is often daunting. Luckily, Matthew Adams has at least two decades worth of expertise guiding him with each new policy shift and market shakeup. There is often a disparity in how individual markets can keep pace with infrastructure developments.

Concentration 105

Concentration Investments Securities Finance 105

CFO News Room

DECEMBER 28, 2022

Innovation and exchange can be frustratingly uninspiring, particularly given that there are concentrated, vivid costs (in the form of lost jobs and struggling communities) and benefits dispersed across millions of people who might not even notice. Once we account for all the effects, it’s pretty clear the move is a net win for the world.

Economics 130

Economics Concentration Accounting Finance 130

PYMNTS

MAY 14, 2018

Morgan Stanley’s move comes at a time when the Brazil FinTech market is exploding. According to a Goldman Sachs report from May of 2017, there are 210 FinTechs operating in Brazil, representing the largest concentration in Latin America. Fortress Investment Group also took part in that deal.

Marketing 46

Marketing Concentration Startups Investments 46

PYMNTS

FEBRUARY 28, 2019

bill pay market accounted for 15 billion transactions in 2018 — and the vertical continues to grow at steady mid-single-digit rates annually. Divesting the Speedpay business allows us to concentrate our resources on our cross-border money movement strategies and monetize a non-core asset for our shareholders. All in, the U.S.

Concentration 79

Concentration Currencies Healthcare Education 79

Nerd's Eye View

JULY 3, 2024

Over the past few decades, technological advances and plummeting transaction costs have facilitated the emergence of a dizzying variety of ways to gain exposure to very specific areas of the market. Specifically, 'high-quality' companies share several similar fundamental characteristics. With those factors (no pun intended!)

Concentration 75

Concentration Economics Investments Leverage 75

Future CFO

DECEMBER 18, 2020

FutureCFO spoke to three executives for their expressed views on the impact of COVID-19 on the Asia Pacific’s (APAC) credit market: Mike San Diego, chief financial officer at JK Capital Finance; James Ponsford, regional director & growth leader, Credit Solutions, Asia at Aon; and Matthew Wells, APAC regional commercial director for Euler Hermes.

Marketing 52

Marketing Profit and Loss Credit Risk Finance 52

Global Finance

SEPTEMBER 9, 2024

Things change on a daily basis, which is very different from three or four years ago,” says Herve Carrere, chief product officer, Treasury and Capital Markets, at Finastra. Real-time data processing allows for more agile responses to market changes and internal financial shifts,” says Blake.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

PYMNTS

JULY 13, 2020

markets in the next five years, with hundreds more potentially in the offing as well. Telehealth in its various forms is where much of the post-pandemic action is concentrated. It’s partnering with VillageMD to co-locate full-service doctor’s offices in Walgreens stores nationwide. COVID-19 Is Taking Telehealth Mainstream.

Healthcare 87

Healthcare Concentration Startups Retail 87

PYMNTS

APRIL 21, 2020

In an interview with Karen Webster, Nigel Verdon, CEO of Railsbank , said the changing landscape of financial services has helped shine a light on the flexibility and speed companies need to develop new products and services and get them to market quickly to their end customers. The accounts are not just money accounts,” he told Webster.

Banking 92

Banking Accounting Concentration Leverage 92

Barry Ritholtz

JULY 8, 2023

When you have a momentum market [like now] and you have five companies that take their 25% of the index, a professional manager gets nervous by that type of concentration, say the S&P 500. There’s not enough discussion about how the market risk of the index changes depending on [a few stocks].

Concentration 69

Concentration Restructuring Leadership Investments 69

PYMNTS

SEPTEMBER 7, 2020

-based payments and accounting solution, to aid small and medium-sized enterprises (SMEs) in running their businesses more smoothly. Banking and accounting for U.K. Form3 CEO Michael Mueller said the partnership would enable exciting new things. SMEs and microbusinesses,” he said, according to the release.

Concentration 66

Concentration Accounting Banking Finance 66

Simply Treasury

JULY 12, 2021

Nevertheless, there has been much less innovation for servicing (larger) companies, despite the potential of this market. For these larger categories they often have many different bank accounts with no aggregation and inconsistent user authentication, giving them no real-time knowledge of current cash position and FX risks, among others.

Treasury 130

Treasury Cash Flow Forecasting Concentration Finance 130

PYMNTS

FEBRUARY 18, 2019

The global insurance technology ( InsurTech ) market is slated to become a $1.1 billion industry by 2023, analysts have predicted, with growing analytics and artificial intelligence (AI) functionality accelerating innovation in the insurance market.

Concentration 76

Concentration Pharmaceutical Numbers Marketing 76

Barry Ritholtz

JANUARY 24, 2024

One of the most popular innovations of the past 50 years has been the tax-qualified account. They maximize their tax-advantaged accounts. What about your taxable accounts? For the typical non-tax deferred account that maybe consists of a dozen mutual funds and ETFs, what does tax loss harvesting look like there?

Concentration 98

Concentration Investments Accounting Marketing 98

Future CFO

JULY 17, 2023

Faced with ongoing market volatility, the enterprise C-suite is leaning on its treasury teams like never before to protect company assets and to (ideally) also capitalise on competitive opportunities emerging from an unstable macroeconomic climate. This article discusses some of the key takeaways from that report.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

Musings on Markets

OCTOBER 6, 2023

A few days ago, I valued Instacart ahead of its initial public offering , and noted that the reception that the stock gets will be a good barometer of where risk capital stands in the market, right now.

Valuation 125

Valuation Profit and Loss Accounting Investments 125

Centage

AUGUST 15, 2022

Similarly, having too much data can prevent finance and accounting departments from knowing where to focus their energies. Incorporating a driver-based system boosts productivity by allowing employees to concentrate on those areas that can do the most good.

Budgeting 105

Budgeting Planning Forecasting GAAP 105