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

Global Finance

This demographic tend to be more inclined to explore international markets and diversify their investment portfolios beyond their home countrys borders, driven by increased mobility and the pursuit of superior opportunities. GF : How do cross-border clients perceive and deal with risk in different regions?

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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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Confessions of an FP&A-holic: 7 Lessons I Wish I Knew Earlier

Fpanda Club

As technology, market conditions and business practices are constantly evolving, there's always something new to learn out there. Working in FP&A, its easy to get stuck in the endless circle of analyzing data, modeling scenarios, updating budget versions and creating forecasts.

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3 Marketing Tools to Adopt to Become Better Finance Business Partners

Fpanda Club

Marketing teams, being among FP&A’s counterparties, are usually considered to be the most creative people in the company. To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information.

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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. In the table below, we compare the changes in regional market capitalizations (in $ millions) over time. Lease Effect 2. Default Spreads 3.

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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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#FA Success Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly

Nerd's Eye View

Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results.