Nerd's Eye View

JUNE 7, 2024

Nonetheless, respondents (particularly those in younger generations) do not see this as an either-or choice, but rather anticipate benefitting from working with human advisors who leverage AI tools for certain tasks (e.g., detecting fraud or analyzing data) to provide a better client experience!

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Concentration 75

Concentration Prioritization Auditing Compliance 75

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 Welcome back to the 336th episode of the Financial Advisor Success Podcast ! million users.

Education 98

Education Concentration Planning Compliance 98

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 98

Concentration Treasury Budgeting Leverage 98

The Finance Weekly

DECEMBER 15, 2024

Creating a marketing plan can often feel overwhelming. What is a Marketing Plan? At its core, a marketing plan is a roadmap that outlines your marketing strategies and the steps youll take to achieve your business goals. Planning where to go is impossible if you dont know where you are. Heres a step-by-step breakdown.

Planning 52

Planning Marketing Auditing Budgeting 52

The Finance Weekly

MAY 29, 2024

Financial planning and analysis (FP&A) solutions provide a complete platform for organizational planning, which is important for all businesses. Two of these companies, Planful and Vena are popular for many reasons. Understanding their financial status and performance is key for business growth.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52

Nerd's Eye View

SEPTEMBER 20, 2022

Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households.

Concentration 96

Concentration Restructuring Planning Leverage 96

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA. This isn’t really a fair accusation.

Concentration 141

Concentration Benchmarking Investments Accounting 141

Barry Ritholtz

MAY 16, 2023

Bloomberg ) • The audacious plan to trigger Credit Suisse’s CDS : Can a bond that no longer exists trigger a default? Economists have lamented the growing coastal concentration of their wealth. He is the founder and CIO of Social Leverage , where he makes early-stage investments.

Concentration 105

Concentration Leverage Economics Education 105

Future CFO

JULY 17, 2023

Treasurers should take leverage in-house banking, payments-on-behalf (POBO) and collections-on-behalf (COBO) models, and virtual accounts. Doing so reduces transaction costs and enables greater cash concentration, allowing treasurers to address disruptions and maximise investments more easily. 3) Enhance working capital management.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

PYMNTS

FEBRUARY 28, 2019

When the acquisition is completed, ACI plans to combine Speedpay and UP Bill Payment platforms into a unified bill payment platform that will support billions of transactions. Divesting the Speedpay business allows us to concentrate our resources on our cross-border money movement strategies and monetize a non-core asset for our shareholders.

Concentration 79

Concentration Currencies Healthcare Education 79

The Finance Weekly

JULY 14, 2024

Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP)works – not only for individuals but for businesses as well. It also differs from mid-range strategic planning processes. Welp, that’s kind of short-ranged!

Planning 52

Planning Leadership Budgeting Financial Analyst 52

Global Finance

JUNE 14, 2024

Advancements in AI and generative AI have significantly influenced institutions like JP Morgan that leverage these technologies to enhance their digital, data and cloud infrastructure. A value-based approach can leverage the existing power of digital and cloud to evolve quickly with complete transparency and auditability.

Leverage 93

Leverage Risk Management Concentration Compliance 93

Nerd's Eye View

OCTOBER 25, 2022

In this episode, we talk in-depth about how, as Chad focused increasingly on serving a niche of Gen X and Gen Y physicians, he noticed an increasingly large overlap in the types of financial planning issues he was solving client after client that led him to a systematized surge approach to client review meetings, how almost reaching a point of burnout (..)

Leverage 52

Leverage Concentration Communication Planning 52

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

Global Finance

JULY 26, 2024

As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth. FAB wins for the Best Virtual Accounts Solution for Corporates.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

PYMNTS

AUGUST 3, 2016

Ninety percent of the $10 trillion “push” payments market opportunity is concentrated in a variety of disbursements made between businesses and consumers that today rely on cash, checks and ACH to move money between those parties. including payments to non-Visa branded debit cards as well.

Planning 50

Planning Concentration Healthcare Accounting 50

Spreadym

MAY 31, 2023

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

The Finance Weekly

OCTOBER 21, 2021

To further illustrate this development: In a recent global survey by CFO Research and Globalization Partners, 81% of CFOs stated their company’s long-term growth strategy includes international expansion, either which are currently ongoing, or in their future plans. Embracing Remote Work.

Corporate Finance 97

Corporate Finance Finance Concentration CFO 97

Global Finance

SEPTEMBER 9, 2024

China’s strategy is characterized by centralized planning, with direct state funding funneling into specific AI projects and the development of national computing centers. AI’s positive impact will be concentrated, initially, “in a limited number of sectors.” Srivastava, an economist and chief policy adviser at Ernst & Young India.

Economics 111

Economics Construction Leverage Technology 111

PYMNTS

OCTOBER 12, 2020

“Automated monitoring and third-party tools in this area have made major strides in recent years, so we try to leverage a combination of several different automations along with support from an internal team that makes sure we are up to date on best practices for fraud prevention,” he said.

Retail 79

Retail Concentration Leverage Entertainment 79

Future CFO

APRIL 22, 2024

Upskilling pace Given all the changes and shifts in the Finance function at present, Cheah believes the pace of upskilling within the team in the bid to keep up comes as a concentrated effort. Cheah believes the Finance function and the HR team must jointly develop a plan and a path forward for the benefit of the organisation as a whole.

Finance 98

Finance Budgeting Accounts Payable Concentration 98

CFO Plans

OCTOBER 9, 2024

Explore Strategic Financial Solutions with CFO Plans to navigate these complexities with ease. By effectively leveraging business tax deductions, companies can reduce their taxable income, releasing capital for reinvestment and innovation. As a result, they were able to invest more in innovation, fueling further growth.

Compliance 52

Compliance Tax Planning CFO Concentration 52

Future CFO

SEPTEMBER 10, 2023

Chote Kiatruangamala Chote Kiatruangamala , finance director at Supernap (Thailand) , noted that during 2022, with the global inflation many firms had to downsize and realign themselves more closely to their business volumes while concentrating on improving cash flow.

CFO 98

CFO Finance Leadership Concentration 98

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. In my career, I’ve faced situations where initial plans failed, markets shifted unexpectedly, or projects didn’t go as anticipated.

CFO 97

CFO Leadership Communication Problem Solving 97

PYMNTS

SEPTEMBER 23, 2019

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. Deep Dive: How CUs Leverage Social Media. A study from the Cuna Mutual Group found that CU membership has increased 3.5 About the Tracker.

Concentration 63

Concentration Leverage Healthcare Advertising 63

PYMNTS

JULY 31, 2019

Data analytics, which leverages AI and other sophisticated computational tools to enable banks to make better decisions about which new products and features to develop, is also a key priority for top-performing FIs. We found that 52 percent of all FIs will concentrate on this area over the next three years.

Concentration 60

Concentration Banking Technology Leverage 60

Future CFO

OCTOBER 2, 2023

Private fund firms are now putting idle cash to work in money market funds (MMFs), which has the dual benefit of earning a yield from cash holdings in addition to mitigating concentration risk. These expenses generally range from 15 to 20 basis points per annum on the institutional class of shares,” Quinn said.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

Future CFO

JULY 4, 2023

Tax leaders who consider transforming their tax and finance functions by leveraging data and the latest technologies will probably have an easier time complying with changing laws and regulations while their tax and finance functions may be better positioned to provide more strategic value to their organisations.” The post BEPS 2.0:

Finance 52

Finance Concentration Invoicing Compliance 52

E78 Partners

SEPTEMBER 17, 2024

A good HR department will create attractive benefit plans and compelling continuing education programs, keeping employees engaged while providing professional development opportunities. These departments are critical for attracting and retaining top quality personnel.

Healthcare 52

Healthcare Compliance Concentration Securities 52

E78 Partners

SEPTEMBER 17, 2024

A good HR department will create attractive benefit plans and compelling continuing education programs, keeping employees engaged while providing professional development opportunities. These departments are critical for attracting and retaining top quality personnel.

Healthcare 52

Healthcare Compliance Concentration Securities 52

VCFO

NOVEMBER 4, 2022

What’s critical to understand today is that the intensity of the environmental factors we now face is going to be matched by a similarly intense and concentrated period of businesses changing positions along this continuum – some for the better, and some for the worse. Adaptation and Avoiding the Bite of Inaction.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

Global Finance

JULY 26, 2024

In the Asia-Pacific region, geopolitical risks and supply chain diversification require contingency planning by corporates, and banking partners who can help treasurers mitigate foreign exchange risk to protect profit margins. Protecting profits across the board.

Cash Management 52

Cash Management Treasury Foreign Exchange Concentration 52

PYMNTS

FEBRUARY 4, 2020

The company sometimes offers some non-perishable food items, such as canned goods and boxes of cereal, but the idea is to concentrate on fresh food as much as possible, Founder and CEO Jonathan Defoy told PYMNTS. The platform features perishables and fresh produce such as meat, fish, bakery items, fruits and vegetables. The Retail Market.

Concentration 57

Concentration Retail Education Forecasting 57