Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Communication 90

Communication Budgeting Securities Planning 90

PYMNTS

MARCH 23, 2020

The more devices we wield, across a greater number of (sometimes simultaneous) use cases, the more urgent the need for greater bandwidth capacity. As Jessica Rosenworcel of the Federal Communications Commission told CNBC about current capacity. The FCC, of course, has been putting a number of tailwinds in place for 5G deployment.

Economics 139

Economics Communication eCommerce Securities 139

CFO Talks

NOVEMBER 14, 2024

Leading by Example Finance teams often look to the CFO for cues on communication and collaboration. Focusing on External Relationships for Sustainable Growth Engaging Investors Beyond the Numbers Investors appreciate financial results, but they also want to feel confident in the team leading the organisation.

CFO 95

CFO Communication Construction Finance 95

CFO News Room

FEBRUARY 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has issued a risk alert outlining Reg BI-related deficiencies discovered during recent examinations of broker-dealers, from dual-registered advisors not clearly communicating whether they were acting as a commission-based (..)

Education 130

Education Compliance Communication Investments 130

CFO News Room

JANUARY 27, 2023

Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several articles on (..)

Nonprofit 130

Nonprofit Practice Management Advertising Cash Management 130

CFO News Room

NOVEMBER 6, 2022

Twilio — Shares tumbled 16% after the cloud communications software maker issued a weaker-than-expected revenue forecast for the fourth quarter, despite an otherwise strong third-quarter report. Carvana said it’s seeking to decrease expenses given the macro backdrop, and declined to give a 2023 quantitative outlook.

Restructuring 130

Restructuring Forecasting Advertising Communication 130

Fpanda Club

SEPTEMBER 2, 2021

Performance management is a range of practices which a company uses to measure its performance and communicate results. However, interpersonal and communication skills are equally important, especially today when we are witnessing a huge shift of the FP&A organization towards business partnership model.

Financial Planning and Analysis (FP&A) 130

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

Nerd's Eye View

OCTOBER 6, 2023

Also in industry news this week: A new advisor benchmarking study indicates that high-growth firms are excelling in 3 areas: client acquisition, "relationship alpha", and strategic scale A recent survey indicates that while advisors increasingly are leveraging home office investment models to save time and scale more efficiently, they often customize (..)

Benchmarking 97

Benchmarking Communication Leverage Numbers 97

CFO Talks

OCTOBER 9, 2024

Effective leadership goes beyond managing numbers—it involves cultivating an environment where teams thrive, innovation flourishes, and strategic goals are achieved. Effective Communication is Key Clear, open, and honest communication is at the heart of any successful organisation.

Leadership 98

Leadership Problem Solving CFO Communication 98

PYMNTS

JANUARY 8, 2021

The FinTech group is reportedly mulling setting aside a significant number of shares for users if it goes public, but it has yet to make any final decisions, according to Bloomberg, who cited unnamed sources. Robinhood is considering selling shares directly to its users if it opts to hold an initial public offering (IPO).

Compliance 145

Compliance Communication Retail Startups 145

Nerd's Eye View

AUGUST 16, 2024

Notably, this announcement included the first off-channel communication case brought by the SEC as a result of a referral from an RIA exam, which could lead examiners to focus on off-channel communications during regular RIA examinations.

Communication 89

Communication Prioritization Securities Marketing 89

Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Communication 91

Communication Numbers Planning Investments 91

CFO News Room

JANUARY 13, 2023

Communication is a key function for think tanks, which are typically focused on disseminating findings on complex issues to diverse audiences. Similar to other archetypes, Field Builders rely on a robust communications function. Designers leverage internal expertise to design programs and approaches.

Prioritization 130

Prioritization Communication Leverage Leadership 130

Nerd's Eye View

NOVEMBER 24, 2023

Also in industry news this week: A recent survey indicates that about 98% of clients are at least somewhat satisfied with their financial advisor and that an advisor’s ability to provide peace of mind when it comes to finances is a key driver of this satisfaction A study indicates that advisors can potentially boost client referrals by using (..)

Communication 91

Communication Advertising Planning Finance 91

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Benchmarking 93

Benchmarking Communication Advertising Compliance 93

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Communication 85

Communication Startups Planning Compliance 85

CFO Talks

NOVEMBER 21, 2024

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

CFO Leadership Communication Problem Solving 98

Nerd's Eye View

SEPTEMBER 13, 2024

Also in industry news this week: A CFP Board study indicates that financial planners with the certification earn 10% more than other advisors and show very high levels of career satisfaction A Morningstar study has identified 4 main areas where investors find value from their financial advisors, which might not match an advisor's own list of top ways (..)

Compliance 92

Compliance Communication Practice Management Advertising 92

CFO News Room

JANUARY 25, 2023

After more than 40 years of declining union membership, low unemployment has given workers more power, and there has been a tremendous upswing in the number of workers asking to hold union elections. Namely, that many workers are trying to communicate to their employers that they want to improve their workplaces — not abandon them.

Communication 130

Communication Numbers Marketing Economics 130

CFO Talks

NOVEMBER 20, 2024

Lessons for CFOs Being a CFO for a cross-listed company is about more than just numbers; it’s about strategy. Communicate Effectively Don’t assume your investors or board members understand the intricacies of cross-border reporting. Use simple, plain language to explain the “why” behind your numbers.

IFRS 98

IFRS GAAP Currencies CFO 98

CFO News Room

DECEMBER 7, 2022

Excluded from this first prong of “advertisements” are: Extemporaneous, live, oral communications; Information contained in a statutory or regulatory notice, filing, or other required communication; and. Bulk emails, templates, and other communications that appear to be personalized (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

CFO News Room

FEBRUARY 4, 2022

Friday’s report of 467,000 jobs added in January confounded Wall Street economists, some of whom expected a negative number due to the impact of the omicron Covid variant on the workforce. The report was also stunning in other ways. Payrolls were also revised higher by 709,000 jobs in November and December, and wages grew at a hot 5.7%

Marketing 130

Marketing Healthcare Pharmaceutical Communication 130

PYMNTS

APRIL 20, 2020

I’m hopeful those things aren’t permanent, but instead are about communicating through the operating tools that you can be safe in our hotels, whether you work there or are staying there,” Sorenson told Bloomberg. Of that number, 1,000 are in the U.S. Marriott has closed about one quarter of its 7,300 hotels worldwide.

Planning 116

Planning Leadership Communication Numbers 116

Simply Treasury

AUGUST 3, 2022

Cost reduction by reducing number of banking solutions used. Channels of bank communication : Industrialize your payment execution. Entities that provide financial services with many customer accounts could benefit greatly, as the number allows them to pool the tool and rely on the pool banks already connected.

Banking 147

Banking Reconciliations Treasury Securities 147

Global Finance

JULY 26, 2024

First, he put a damper on further interest rate hikes, saying he would promote a well-communicated stance of higher rates for longer rather than the former “rushed, volatile, ad-hoc policy moves and experiments.” My work will be judged by long-term results and not only by inflation numbers this year,” he predicts.

Banking 91

Banking Communication Finance Numbers 91

PYMNTS

OCTOBER 3, 2020

Daniel Schröder, marketing director at Burger King Sweden and Denmark, told Adweek that the new social media push grew out of an effort to fix the chain’s own online communications with guests. "Here's a regular Whopper.". When addressing this, we realized there are even more burger fans out there who deserve a reply," Schröder said. "We

Marketing 121

Marketing Communication Leverage Numbers 121

PYMNTS

DECEMBER 14, 2020

When Bank of America Rewards Executive John Sellers glanced at his in-house numbers over the last year, the evidence was plain to see. One of the early lessons in communications most people learn, Dicso noted, is that to imprint information in a consumer’s mind, represent the information a few times. Tapping The Potential Of Video.

Banking 116

Banking Communication Leverage Prioritization 116

CFO News Room

DECEMBER 16, 2022

Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Employment numbers for Financial Managers are expected to rise by 17% over the next decade, faster than the average for all occupations. Communication Skills.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

PYMNTS

JANUARY 7, 2021

But, of course, how we get there could involve a number of pathways. Many European countries, said Hochrieser, are building their own digital systems and digital ID initiatives, where communication across borders may be less than seamless.

Transportation 144

Transportation Healthcare Communication Economics 144

CFO News Room

DECEMBER 2, 2022

This also meant restating the previous three years of financial history and really scrutinising the numbers before converting it all into a consolidated group format. . “I When you come into a new business, it’s very difficult to stand by the numbers unless you get really involved in the details.” . I had to really believe in them.”.

Technology 130

Technology CFO Benchmarking Numbers 130

Fpanda Club

MARCH 27, 2023

So, what is so special about the FP&A role that it attracts that much attention and has almost become a buzzword within the finance community? But first, it should be probably mentioned what FP&A is not about: IT’S NOT ABOUT NUMBERS, REPORTING OR CODING. Well, there are many reasons for that.

Finance 130

Finance Auditing Compliance Communication 130

Global Finance

OCTOBER 20, 2024

In moving to Beijing from Toronto, SWIFT hopes to enhance its position as a global provider of secure financial messaging services, since the city is home to most of China’s biggest companies and the largest number of Fortune Global 500 companies in the world.

Construction 102

Construction Finance Communication Economics 102

PYMNTS

APRIL 13, 2020

To set the stage, and as communicated by JPMorgan CEO Jamie Dimon in a letter to shareholders earlier in the month, “we don’t know exactly what the future will hold — but at a minimum, we assume that it will include a bad recession combined with some kind of financial stress similar to the global financial crisis of 2008.

Banking 124

Banking Profit and Loss Sales Communication 124

CFO Talks

OCTOBER 31, 2024

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

CFO Leadership Communication Problem Solving 97

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 96

Cash Management Communication Planning Numbers 96

Barry Ritholtz

AUGUST 9, 2023

Consumer Discretionary Year-over-Year is +52.2%, Communication + 18%, and Industrials 11.8%. We will see something similar in the next few CPI reports, as the hottest year-ago numbers drop off from the 12-month series. The flip side of this is the sectors that got shellacked in 2022 are now showing massive profit recoveries.

Communication 98

Communication Numbers Banking Data Analysis 98

Nerd's Eye View

OCTOBER 2, 2023

This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)

Communication 92

Communication Tax Planning Technology Planning 92