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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies?

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How Can AI Help Financial Planning?

The Finance Weekly

AI in financial planning is changing how businesses analyze data and make decisions. Traditionally, financial teams had to analyze large amounts of data to evaluate performance, predict trends, and plan for success. For example, it can find links between investments and market changes.

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Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

For the last four decades, I have spent the first week of each year collecting and analyzing data on publicly traded companies and sharing what I find with anyone who is interested. I have written about how mean reversion is at the heart of many active investing strategies , and why assuming that history will repeat can be a mistake.

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To Sustain DEI Momentum, Companies Must Invest in 3 Areas

CFO News Room

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. Empowering the DEI leader requires a real investment of time, money, and access.

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FP&A’s Scope: What Is In And What Is Out?

Fpanda Club

Data pull from disparate systems FP&A professionals analyze data but typically should not engage in the extraction of data from various systems. This technical task should be handled by IT or dedicated data teams who specialize in integrating and managing data from multiple sources.

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How do banks navigate the trinity of costs, compliance, and innovation?

Global Finance

Banks continue to invest in technologies and processes designed to ensure adherence to regulations, safeguarding their operations and fortifying customer trust. Banks are increasingly investing in technologies that enhance their capabilities and ensure adherence to regulatory standards.

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Why Cube is invested in the future of FP&A

Cube Software

Everything from lambda functions to the latest AI updates for analyzing data has made them only more powerful as the core tool for any finance team to move quickly and effectively. In the last few years, spreadsheets have seen a plethora of extremely exciting updates to make them even more powerful.