Remove Communication Remove Concentration Remove Numbers
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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

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 (..)

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Members’ Profile: Anne-Marie de Bruin 

CFO Talks

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO 98
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Members’ Profile: Charles Humphreys Mbale

CFO Talks

The combination of my love for working with numbers and the career opportunities in the field naturally drew me towards pursuing it as a profession. I believe in tackling challenges head-on, viewing them as opportunities for growth rather than obstacles. Planning helps prevent work from spilling into personal time. 2.

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Members’ Profile: Rowen Pillai

CFO Talks

I’ve always had a natural inclination toward numbers; they just made sense to me in a way that’s hard to explain. Fortunately, I had fantastic support from family and friends, many of whom were also fascinated by numbers. Collaboration and open communication are also central to how I tackle difficulties.

CFO 97
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The Latest In Financial #AdvisorTech (November 2022)

CFO News Room

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Orion’s Redtail launches “Redtail Campaigns” in partnership with Snappy Kraken to facilitate CRM-based drip marketing emails. Which just further highlights how challenging it can be to break into the RIA custody business.

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What Investors Need to Know

CFO News Room

Going forward, the network of participants and the number of use cases could continue to see rapid growth, giving cryptocurrencies in this category plenty of further upside. In 2021, there were a number of digital asset company IPOs, led by Coinbase , the largest listing (IPO, SPAC, or otherwise) of any digital asset company in history.

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4 ways to improve the secret skill needed to be a CFO: storytelling

Onplan

But if you and your team are stuck in time-consuming, repetitive data collection, it’s hard to find time to dive deeper into the “why” behind the numbers. Instead of focusing your time and energy on translating numbers into valuable insights and stories, you spend it on rote tasks that require high levels of concentration.

CFO 95