Nerd's Eye View

MARCH 20, 2024

decreasing withdrawals if market returns are weak and the probability of success falls, or vice versa), making them somewhat less useful for ongoing planning engagements where an advisor could recommend spending changes if they become necessary.

Communication 98

Communication Planning Marketing Numbers 98

E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

Global Finance

OCTOBER 31, 2024

China continues to search for antidotes to an ailing economy and the deterioration of its real estate market, and the banking sector continues to expand. Meanwhile, China has contributed to balance sheet growth for each of the institutions that earned a place in our ranking of the biggest emerging market banks. GDP growth rose to 5.2%

Banking 59

Banking Marketing Construction Forecasting 59

E78 Partners

JANUARY 22, 2025

For CFOs and financial leaders at mid-market and growing businesses, this reality hits particularly close to home. How Market Volatility Impacts Financial Operations: Understanding the Risks Financial operations have shifted dramatically over recent years. Clear communication protocols: Minimize confusion during disruption.

Accounting 52

Accounting Marketing Compliance Communication 52

Nerd's Eye View

APRIL 24, 2024

Over the past few decades, advicers have used Monte Carlo analysis tools to communicate to clients if their assets and planned level of spending were sufficient for them to realize their goals while (critically) not running out of money in retirement.

Communication 98

Communication Planning Accounting Marketing 98

CFO Talks

NOVEMBER 20, 2024

The next logical step might be to take your company to international markets by listing on a foreign stock exchange. Create a clear reporting timeline for all markets and set internal deadlines that are ahead of the official ones. Be Proactive with Regulators Each market has its own regulatory quirks.

IFRS 98

IFRS GAAP Currencies CFO 98

CFO Talks

NOVEMBER 21, 2024

I believe in breaking challenges down into manageable tasks, which makes them less overwhelming and easier to address systematically. I also rely on open communication and collaboration, particularly when the challenge involves a team. This helps in developing a well-informed strategy to tackle the problem.

CFO 98

CFO Leadership Communication Problem Solving 98

CFO News Room

FEBRUARY 4, 2022

. “Everyone’s back to playing leap frog over each other to see how hawkish they can get about what the Fed’s going to do, when the Fed probably doesn’t even know itself,” said Art Hogan, chief market strategist at National Securities. Markets could remain volatile in the coming week. More volatility.

Marketing 130

Marketing Healthcare Pharmaceutical Communication 130

Global Finance

DECEMBER 18, 2024

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?

Banking 115

Banking Education Analyzing Data Economics 115

Global Finance

JULY 25, 2024

BYD, the Chinese manufacturer of batteries and electric vehicles, is rapidly becoming the dominant force in the global EV space, despite the US and Europe railing against its disruptive effect on their domestic markets. The post China’s BYD Races Ahead With New Plants In Emerging Markets appeared first on Global Finance Magazine.

Marketing 111

Marketing Manufacturing Communication Investments 111

Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023. billion.

Marketing 121

Marketing Treasury Valuation Investments 121

Nerd's Eye View

DECEMBER 24, 2024

Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. Welcome everyone! Welcome to the 417th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Paul G McManus.

Communication 98

Communication Leverage Marketing Accounting 98

Nerd's Eye View

NOVEMBER 28, 2024

A firm's pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility. How much to charge for financial advice is rarely a decision made lightly.

Tax Planning 98

Tax Planning Communication Planning Marketing 98

CFO News Room

NOVEMBER 13, 2022

If you’re a chief marketing officer (CMO), the current economic uncertainty undoubtedly creates anxiety for you, your team, and your agencies. The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data.

Budgeting 130

Budgeting Marketing Math Advertising 130

CFO Talks

NOVEMBER 21, 2024

In a competitive market, the most successful companies don’t just compete—they collaborate. Strategic alliances, where businesses join forces to share resources, expertise, and market opportunities, are transforming industries worldwide. Trust and Communication : Regular dialogue and shared KPIs kept the partnership on track.

Leverage 96

Leverage Communication CFO Retail 96

Global Finance

DECEMBER 4, 2024

Alexandre has held various executive positions at LVMH, including a four-year stint as CEO of German luggage maker Rimowa and as vice president of product, communications, and industrial affairs at Tiffany & Co., which LVMH bought for $15.8 billion in 2021. It seems that his challenges intensify with each appointment.”

Corporate Finance 98

Corporate Finance Leadership Communication CFO 98

Nerd's Eye View

JANUARY 23, 2025

In the 156th episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards discuss how they use AI tools such as ChatGPT to expedite their creative and strategic processes – and how to ‘ask’ ChatGPT better questions to get more effective and relevant answers.

Communication 97

Communication Leverage Marketing Planning 97

Nerd's Eye View

FEBRUARY 24, 2025

He explains how they identified which clients were no longer profitable, developed an alternative service model to offer these clients, mentally prepared for the transition, and effectively communicated the changes. rent, marketing, and training). staff time, technology, and custodial fees) and indirect costs (e.g.,

Communication 84

Communication Practice Management Numbers Investments 84

Fpanda Club

APRIL 18, 2022

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.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

Future CFO

OCTOBER 27, 2024

Now, finance leaders are expected to be able to identify and mitigate ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation’s ESG performance to stakeholders. Sustainable goals often involve investing in new technology processes or even entering a new market.

CFO 98

CFO Communication Strategic Planning Economics 98

CFO Talks

APRIL 8, 2025

While accuracy, control, and compliance remain core responsibilities, the modern CFO is also a strategic communicator someone who can turn financial complexity into actionable insight. The ability to simplify complex ideas and communicate them clearly across diverse teams is no longer a soft skill; its a critical leadership function.

Communication 52

Communication CFO Leadership Numbers 52

Future CFO

JANUARY 14, 2025

As with anything in the world, the finance leadership landscape has been evolving especially following the COVID-19 pandemic which brought about drastic changes into the market. He explains, "Having local language abilities in Asian markets may help you stand out from peers or learning about GenAI (a hot topic!)

Leadership 98

Leadership Finance CFO Communication 98

Fpanda Club

MARCH 19, 2025

Business acumen, strategic thinking, project management, collaboration and communication, to make long story short: neither of them was probably taught at your masters in finance. Listen to understand, not just to reply Effective communication is critical in the world of FP&A. If you want to stand out, learn beyond finance.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

Nerd's Eye View

MARCH 21, 2025

Also in industry news this week: While inter-channel advisor moves often make headlines, a recent study from Diamond Consultants found that most advisor transitions occur between firms in the same channel The number of disciplinary cases and restitution orders from FINRA increased in 2024 (the total amount of fines declined) as the self-regulatory (..)

Communication 91

Communication Leadership Investments Numbers 91

Nerd's Eye View

OCTOBER 16, 2023

Given that larger firms tend to have more substantial marketing budgets to attract clients, smaller firms and their advisors have had to look for alternative ways to differentiate themselves from the competition. Which helps these firms attract more clients, and continue to thrive amidst competition from larger counterparts! Read More.

Marketing 98

Marketing Budgeting Communication Planning 98

Barry Ritholtz

APRIL 15, 2025

That amplified the initial market reaction, with a lot of volatility and a significant drawdown. Whatever the final tariff situation, the White House can clearly learn from the communication strategies the Federal Reserve has perfected. ~~~ We are not privy to the discussions inside the Oval Office.

Profit and Loss 115

Profit and Loss Economics Treasury Leadership 115

Future CFO

MARCH 3, 2025

Technological advancements, evolving market demands, and a heightened focus on sustainability are converging to reshape the finance landscape. Harding emphasises the importance of "the abilities to influence, the abilities to lead, the abilities to communicate and the ability to inspire."

Finance 69

Finance Communication Leadership Profit and Loss 69

Nerd's Eye View

MARCH 3, 2025

And while Black Diamond has cut a deal with Morningstar to be the 'default' option for Office advisors to move to, a host of other portfolio management platforms are offering their own incentives as well, leaving Morningstar Office advisors with an opportunity to evaluate a large and crowded landscape of options to find the platform that will work (..)

Communication 69

Communication Planning Technology Investments 69

Generation CFO

JANUARY 31, 2022

Al Ramich for Forbes describes it better than I could: “Being customer-centric means anticipating a customer’s wants, needs and communication preferences. The insights one can glean from data have so many potential uses; it can propel every department of your organisation forward, from finance to marketing – even to human resources.

Communication 213

Communication CFO Technology Accounting 213

Nerd's Eye View

SEPTEMBER 5, 2023

Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects. Welcome back to the 349th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Olivia Luper.

Marketing 98

Marketing Communication Planning 98

Nerd's Eye View

JANUARY 31, 2025

Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)

Valuation 98

Valuation Compliance Communication Planning 98

E78 Partners

JANUARY 28, 2025

Every year seems to bring a unique blend of challenges for the M&A market, and 2024 was no different. Communicate Regularly: Maintain transparency about delays to preserve stakeholder trust and confidence. Elevate Communication Competencies: Some companies have poor or immature communication processes.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leadership 59

CFO News Room

JANUARY 18, 2023

That said, about 31% of the net profits of all publicly traded firms listed globally in 2021 were generated by financial service firms; that percent is lower in the US and higher in emerging markets. IFRS and GAAP now treat as leases as debt, but that is still not the case in many other markets that are not covered by either standard).

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Marketing 98

Marketing Advertising Compliance Leverage 98

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Cash Management 98

Cash Management Communication Planning Numbers 98

Global Finance

JANUARY 2, 2025

Feng Gu GF: About the loss of talent, can better, more timely communication help prevent this? So dont wait until a crisis is at its peak and you incur losses, lose market share, lose customers. Its the alleged technology used by the target to penetrate a new type of market. Thats a bad time to buy. Look ahead!

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Global Finance

DECEMBER 26, 2024

Now, were at another pivotal point, transitioning fully from a Yellow Pages marketing business to a software company. Rouse: Communication. This involved restructuring the former company, setting up the right platform, and securing the proper capital structure. That was really challenging. These are two entirely different businesses.

CFO 98

CFO Restructuring Math Finance 98