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The Crucial Role of Transparent Communication in Finance

CFO Plans

In the ever-evolving financial services industry, maintaining transparent communication between boards and stakeholders is more crucial than ever. Explore Proven Communication Strategies that enhance financial transparency, offering actionable insights for leaders aiming to foster trust with investors and boards.

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

Global Finance

These investments offer significant benefits, such as diversifying risk across various geopolitical landscapes and accessing sectors like technology and artificial intelligence that may be less developed domestically. It allows clients to benefit from the growth of global technology leaders and other thriving industries overseas.

Banking 115
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Prevailing in the war on talent in Finance

Future CFO

When 2024 ended, its trends and themes for the Finance function certainly did not ceaseas digital transformation , ESG, and cyber security costs continue to dominate the stage for chief financial officers to watch. As the Finance function traverses 2025, the challenges of yesteryear weigh on CFOs' shoulders.

Finance 91
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Banks Need a Digital Strategy to Manage the $84 Trillion Generational Wealth Transfer

Global Finance

At the same time, banks need to work with their existing high-net-worth customers to facilitate seamless and secure transfers of wealth to their children. A lack of transparency and communication around inheritance planning between generations serves as a barrier to the smooth and efficient transfer of assets.

Banking 105
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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

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CFO Corner With Thryv Holdings’ Paul Rouse

Global Finance

Technology quickly took off. This involved restructuring the former company, setting up the right platform, and securing the proper capital structure. Rouse: Communication. You really have to be flexible and adapt because things move much faster than they used to. Ledgers and calculators. That was really challenging.

CFO 98
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Why Regulators Are Questioning The Use Of Held-Away Asset Management Technology (And What Advisors Can Do About It)

Nerd's Eye View

Alternatively, some advisors have instead opted to collect clients' login information so they can execute the trades in their clients' accounts themselves –presenting numerous data security and compliance issues for the advisor (and can lead to the advisor being considered to have custody over client assets).