The Finance Weekly

MAY 5, 2024

On the other hand, revenue planning concentrates on the actual inflow of money into the company, facilitating the allocation of funds for expenditures and investments over a certain period. Prioritizes data significance, acknowledging market dynamics, evolving industry landscapes, and trend analysis.

Planning 72

Planning Sales Forecasting Strategic Planning 72

CFO Talks

NOVEMBER 21, 2024

My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization. My go-to strategy for staying productive during long workdays is playing calming focus music in the background, which helps me maintain concentration and a relaxed mindset.

52

52

Barry Ritholtz

SEPTEMBER 3, 2024

And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective.

Investments 57

Investments Valuation Concentration Marketing 57

Spreadym

MAY 31, 2023

Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats. Return on Investment (ROI): Calculate the ROI for specific initiatives or investments to assess their effectiveness and prioritize resource allocation.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

CFO News Room

DECEMBER 26, 2022

factor tilts) on top of an index to implement their own proprietary investment strategy; advisors who want to build their client’s portfolio around a large, highly appreciated, or concentrated investment position; or clients whose human capital is tied up in (and leaving them over-exposed to) one particular company or industry.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we have the 0% cap. Cean: Correct.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

JULY 29, 2024

00:13:39 And so after that first 90 days, I started looking at things that we could prioritize a little differently. We wanna be sure that our communications tools leverage large language models so they can be highly personalized. 00:14:26 [Speaker Changed] Let’s talk a little bit about the transition that you undertook.

Investments 57

Investments Communication Benchmarking Technology 57

CFO News Room

NOVEMBER 5, 2022

Altogether, Morningstar appears to be seeking to leverage the depth of its investment research and data as well as its existing investment management platform to offer a competitive direct indexing alternative for advisors. Morningstar’s direct indexing platform offers portfolios in two categories: “core beta” (including U.S.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130