Nerd's Eye View

DECEMBER 26, 2024

Then, technology evolved, introducing tools like Excel, the internet, and sophisticated financial planning and CRM software that transformed how advisors deliver financial advice. These conversations are often emotional and vulnerable, requiring a sense of safety built on years of trust that technology simply can't replicate.

Technology 75

Technology Planning Problem Solving Communication 75

Nerd's Eye View

JUNE 19, 2023

A better way to implement and communicate fee increases may be one that is centered around providing more value to the client in exchange for the higher fee. Read More.

Communication 85

Communication Planning Practice Management Numbers 85

CFO Dive

MARCH 13, 2023

It’s on technology leaders to reduce friction and frustration, engage stakeholders and foster communication to ensure a migration goes smoothly.

Communication 144

Communication Technology 144

Bramasol

SEPTEMBER 29, 2023

This blog post provides an overview of these major waves of change based Bramasol's more than 27 years of working closely with CFOs and their stakeholders across many industry segments and technology innovation cycles. The Big Picture View CFOs are increasingly seen as strategic partners to the CEO and the board of directors.

IFRS 88

IFRS Technology SAP Compliance 88

E78 Partners

NOVEMBER 22, 2024

Effective technology expense management is essential for companies looking to optimize budgets and stay competitive in today’s fast-paced digital landscape. Businesses must develop a strategic approach that addresses common obstacles and ensures that technology investments align with their operational goals to avoid these issues.

Technology 59

Technology Budgeting Forecasting Investments 59

Nerd's Eye View

AUGUST 28, 2024

And yet the fact remains that technology like Pontera may still be preferable to the alternatives that exist for advisors to advise on and manage clients' 401(k) assets (e.g., On the surface, this doesn't necessarily make sense, because many 401(k) plan platforms don't in fact ban such third-party credential sharing. Read More.

Technology 85

Technology Compliance Securities Planning 85

E78 Partners

DECEMBER 12, 2024

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge.

Technology 52

Technology Compliance Leverage Valuation 52

Navigator SAP

FEBRUARY 3, 2022

Speed, efficiency, and clear communications: these are the keys for a business of any size to stay competitive in today’s global marketplace. Unfortunately, ever-changing technology and buying patterns can make it hard to deliver the right product at the right price to the right place at the right time.

Communication 130

Communication Technology 130

Nerd's Eye View

AUGUST 28, 2024

And yet the fact remains that technology like Pontera may still be preferable to the alternatives that exist for advisors to advise on and manage clients' 401(k) assets (e.g., On the surface, this doesn't necessarily make sense, because many 401(k) plan platforms don't in fact ban such third-party credential sharing. Read More.

Technology 75

Technology Compliance Securities Planning 75

PYMNTS

AUGUST 18, 2020

Google is asking the Federal Communications Commission (FCC) for permission to hold radio experiments “in and near the 6 GHz band,” according to a recent filing with the agency.

Economics 139

Economics Communication Technology Securities 139

Global Finance

APRIL 25, 2023

Smith IV, a longtime Silicon Valley executive and currently head of the Communications, Media and Technology practice at Kearney, speaks to Global Finance about the post-SVB venture capital industry and the pace of innovation.

Communication 120

Communication Finance Technology 120

E78 Partners

DECEMBER 12, 2024

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge.

Technology 52

Technology Compliance Leverage Valuation 52

Nerd's Eye View

AUGUST 26, 2024

In the last few years, however, the pace of change seems to have quickened considerably, as the technology landscape has mushroomed, and private equity funding has fueled an unprecedented surge of mergers and acquisitions that has reshaped the competitive landscape.

Communication 53

Communication Concentration Leadership Planning 53

Barry Ritholtz

APRIL 5, 2023

The impact of Technology on indices since the GFC is indisputable. A quick note before everybody scampers off for the holidays. But if you want to see exactly what their weight looks like on markets over that decade-plus era, check out the Statista video above. drop in Energy and a 9.4% ytd based on their collective market cap.

Communication 116

Communication Technology Marketing 116

E78 Partners

NOVEMBER 22, 2024

Effective technology expense management is essential for companies looking to optimize budgets and stay competitive in today’s fast-paced digital landscape. Businesses must develop a strategic approach that addresses common obstacles and ensures that technology investments align with their operational goals to avoid these issues.

Technology 52

Technology Budgeting Forecasting Investments 52

E78 Partners

NOVEMBER 22, 2024

Effective technology expense management is essential for companies looking to optimize budgets and stay competitive in today’s fast-paced digital landscape. Businesses must develop a strategic approach that addresses common obstacles and ensures that technology investments align with their operational goals to avoid these issues.

Technology 52

Technology Budgeting Forecasting Investments 52

PYMNTS

AUGUST 9, 2020

and Google’s existing and new relationships through improved communication methods,” the release says. The release adds that the SAP Ariba platform is integrating the Qualtrics technology, which will let Google and Alphabet make a continuous feedback loop for buyers and suppliers that will make the transactions go smoother.

SAP 144

SAP Invoicing Risk Management Education 144

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 85

Communication Startups Planning Compliance 85

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 92

Communication Tax Planning Technology Planning 92

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

CFO Talks

OCTOBER 8, 2024

Different work styles, communication preferences, and problem-solving approaches may create friction. Setting clear KPIs and ensuring that these are communicated across the team is essential. Encourage Open Communication A common pitfall in managing diverse teams is the breakdown of communication.

Finance 98

Finance Problem Solving CFO Communication 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

PYMNTS

MARCH 23, 2020

KRAsia reports that in Singapore, a temperature-taking tool, underpinned by artificial intelligence (AI) — called iThermo — has utilized thermal and laser technology to take the temperature of people as they walk past the tool. As Jessica Rosenworcel of the Federal Communications Commission told CNBC about current capacity.

Economics 139

Economics Communication eCommerce Securities 139

CFO News Room

FEBRUARY 4, 2022

Earnings: Amgen , Hasbro, Energizer, Tyson Foods, Take-Two Interactive, ON Semiconductor, Simon Property Group, Tenet Healthcare, Rambus, Leggett & Platt, Chegg, Nuance Communications. Consumer credit. International trade. Wholesale trade. 10:30 a.m.

Marketing 130

Marketing Healthcare Pharmaceutical Communication 130

CFO Talks

SEPTEMBER 28, 2024

This not only helps in communicating to stakeholders but also in identifying which strategies are driving success and which need tweaking. For example, if cash flow is strong, a goal could be reinvesting 15% of profits into new technology within the next six months. Are there inefficiencies that could be solved with technology?

Communication 98

Communication CFO Numbers Leverage 98

Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 73

Planning Communication Technology Sales 73

CFO News Room

DECEMBER 15, 2022

Verizon , AT&T — The communication technology stock added 1% after Morgan Stanely upgraded it to overweight from equal weight , saying its shares were attractive compared with historical levels.

Entertainment 130

Entertainment Advertising Restructuring Communication 130

Future CFO

MARCH 24, 2024

The analyst forecasts that through 2025, more than 40% of finance roles will be either new or significantly reshaped due to finance technology. Everybody wins Esker believes there is more to business than the bottom line, that is why they strive to equip their clients with technology that creates positive-sum growth.

Communication 98

Communication Finance Manufacturing Forecasting 98

Future CFO

NOVEMBER 21, 2022

“Today, the modern finance organisations are expected to demonstrate four key traits: to be great collaborators, excellent communicators, connect the business and bring clarity to uncertainty.” Chris Ortega : Businesses have become more globalised with technology playing a major role in changing the way we operate. Chris Ortega.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Communication Finance 98

Future CFO

FEBRUARY 9, 2023

Reflecting on the recent surge in digital transformation within the insurance sector, Boon Boon Lim , head of finance for QBE Malaysia and head of finance operations for QBE Asia, added: “Our business landscape necessitates strong digital infrastructure and capabilities to work, partner and communicate effectively.

Finance 96

Finance Leadership Communication Accounting 96

CFO Talks

OCTOBER 16, 2024

Keep the lines of communication open throughout the project. Leverage Technology for Efficiency With advancements in technology, financial projects can now be executed more efficiently than ever before. CFOs should act as facilitators, ensuring that everyone understands the project’s value and their role in achieving it.

CFO 98

CFO Risk Management Communication Financial Systems 98

Nerd's Eye View

DECEMBER 27, 2023

These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's described in the advisor's marketing materials and client communications.

Communication 81

Communication Compliance Advertising Technology 81

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. 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, 2023

Second, they facilitate clear and organized communication between the advisor and client to ensure that important information is effectively conveyed.

Planning 88

Planning Communication Technology Financial Data 88

Centage

AUGUST 1, 2023

Use Technology to Streamline the Process Technology is one of the main components that takes the headaches out of budget season. Technology improves productivity and collaboration and decreases the instances of human errors. Increase stakeholder communication by: Scheduling brainstorming meetings.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) Benchmarking Communication 98

Global Finance

DECEMBER 18, 2024

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 105

Banking Education Analyzing Data Economics 105

CFO News Room

NOVEMBER 7, 2022

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Compliance 130

Compliance Communication Planning Concentration 130