CFO News Room

NOVEMBER 4, 2022

Representation goals — whether based on industry benchmarks or population data for the appropriate city, state, or country — are one component, but it’s equally important to incentivize leaders and create accountability systems to help make those strategies a success. Two years later, that number has climbed to 15%.

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CFO News Room

NOVEMBER 14, 2022

They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis. Key Result 2 : The associate advisor stays present with clients by communicating with them on an ongoing basis (e.g., providing topical thought leadership content or choosing clients randomly for weekly check-ins.).

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CFO News Room

FEBRUARY 2, 2022

Studies have been done through MIT and through The Economist-published studies where they look at what is that number, “Is it actually 70%?” What happens when wealth transfers, we transfer not just the assets, but we also transfer the communication practices. Author: Michael Kitces. Team Kitces. Is that basically the cycle?

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BlueLight

MAY 6, 2020

In this post, we will cover the communication architecture, why to send investor updates, and the relevant topics to cover. Communication architecture Before we get to the investor updates, it’s important to lay out an overall communication architecture (if you do that well, you can leverage it for this audience too).

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CFO News Room

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

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The CFO College

APRIL 8, 2021

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. Major soft skills involve time management, effective communication, writing, reliability and responsiveness towards clients, organization, project management, and your ability to own and address your problems and mistakes.

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PYMNTS

MAY 17, 2017

With these market shifts in mind, issuing banks have to consider the best way to offer commercial card products, said a new report from expense management company Fraedom. According to PayTech, there are also benchmark points against which banks can compare their performances. “This may suggest compliance issues.”

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Fpanda Club

MAY 17, 2022

No wonder, stakeholders can merely recognize the numbers they will be accountable for next year. Usually focused on the performance during the next 12 months, budgets are often obsolete before they are even finished especially in the companies operating in highly competitive and dynamic markets. Too many people involved.

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CFO News Room

NOVEMBER 15, 2022

What if you’re not 100% comfortable investing all your money in the stock market? It’s a widely used benchmark for US stock market performance. Interestingly, even though the S&P 500 gives a better representation of the “stock market” performance, my financial planning clients always used the Dow Jones as their reference.

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Investments Benchmarking Finance Marketing 130

Barry Ritholtz

SEPTEMBER 19, 2023

I don’t know if you’re in the market for a house currently, but let’s say your realtor goes and, and says, talks to you and you say, I love Cape Cods. 00:12:53 [Speaker Changed] I think number one, the team, my team at Goldman and the, a broader team even and the team at Maryland are, are some of my favorite people.

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VCFO

JANUARY 20, 2023

Several related questions must be answered as well, including (but not limited to): What position does the business wish to occupy in the market? ( a low-cost option spanning a wide space, a premium-priced offering targeting a niche subset of the market, etc. The number and types of roles within the organization are key factors.

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CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!)

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CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

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CFO Leadership

APRIL 10, 2023

Maintaining that duty of care becomes more challenging as organizations expand since the number of employees traveling on the company’s behalf increases. Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms.

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CFO News Room

DECEMBER 3, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services. Why wrap fee programs appear to be in the crosshairs as the SEC begins to enforce Reg BI.

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Barry Ritholtz

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. So from a client strategy, marketing standpoint, and then overseeing the investment team.

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Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

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Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers.

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CFO News Room

DECEMBER 15, 2022

In our 101st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges advisors face in setting fees commensurate to their service offerings and the importance of charging sustainable fees to help businesses flourish. we’ll just say go to 1.1. I want to end just there.

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PWC UK

JANUARY 26, 2021

A number of recent announcements should remind the treasurer that LIBOR’s likely eventual end date is fast approaching and action is needed.  Although uncertainty over new reference rates has meant the corporate uptake has been relatively limited. Especially as the banks increase their outreach efforts.

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The Charity CFO

APRIL 27, 2022

The biggest communication problem most nonprofits face (13:25). Why you need to “humanize” your communication. And, you know, I was telling him about what I was trying to do and what I was trying to break into this, this marketing, advertising field. Um, and so I was hired to do digital communications. So for nine years.

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Jedox Finance

MARCH 16, 2022

A budget is a goal-oriented plan formulated in terms in numbers. Agile, flexible, unified: More than ever, companies are faced with rapidly changing markets and business demands. Agile, flexible, unified: More than ever, companies are faced with rapidly changing markets and business demands.

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Barry Ritholtz

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. And you know, I love markets. RIEDER: Yeah.

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Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

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Investments Marketing Profit and Loss Banking 117

Barry Ritholtz

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. But I find those to be some of the best conversations because there’s no pretense, there’s no marketing, it’s just people talking about things that genuinely interest them. Can’t you see the market went up or the futures?

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Profit and Loss Marketing Investments Benchmarking 67

Barry Ritholtz

JUNE 7, 2023

Not to be like the Grim Reaper, but the reality is, if you’re not a multi manager and you’re not aggressively managing market risk, then you fall into the category of a long, short single manager that probably takes concentrated, more concentrated directional risk. Mike talked a little bit about long, short equities.

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Barry Ritholtz

MARCH 14, 2023

And so, even if value managers weren’t going to outperform, they could explain to their investors what was going on and why value was out of favor, and they could point to our work as an independent source, not their own marketing people defending their work. We were going to enter one of the biggest bull markets of our careers.

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PYMNTS

JANUARY 25, 2017

A CTO needs to be very customer-focused and customer-driven, so it is important for me to make sure that what we are doing is aligned with where we want to actually be as far as the product and market positioning is concerned. In a competitive market, you always want to make sure you’re outperforming the competition in the field.

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Benchmarking Education Communication Banking 43

Onplan

NOVEMBER 30, 2022

OnPlan is a highly rated and comprehensive FP&A solution and one of the most flexible solutions on the market. It’s one of the most flexible and powerful SaaS solutions on the market. Benchmarking and KPI tracking across the organization to stay on course. It’s easy to use and straightforward from the start.

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Barry Ritholtz

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

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Treasury Marketing Economics Banking 57

Barry Ritholtz

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. 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? Said, you know what?

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Marketing Leadership Finance Investments 62

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

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CFO News Room

DECEMBER 13, 2022

9 subpoena obtained by The Washington Post shows DOJ has requested “any and all communications in any form to, from or involving” Trump, his campaign, employees or attorneys. percent in November 2022, the lowest since December 2021 and below market expectations of 7.3 in November, beating market forecasts of 41.3. points to 50.2,

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