Remove Concentration Remove Leverage Remove Securities
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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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Customer Concentration

CFO Simplified

But it also provides additional security for the company. Customer concentration had become an ever-bigger problem as borrowing increased. Significant Findings and Recommendations: Reduce Customer Concentration. Many companies view 20% of your total sales as a limit on customer concentration. Location – Chicago, Illinois.

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Managing Security Risks with Virtual Bookkeeping

CFO Share

But many fear remote bookkeeping exposes them to security risks – hackers, fraudsters, and embezzlement – especially if the virtual bookkeeping solutions use employees in foreign countries. Bookkeeping security risks are always a valid concern, especially since internal staff perpetrate 57% of small business fraud.

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What Investors Need to Know

CFO News Room

The securities/ financial instruments discussed in this material may not be appropriate for all investors. This material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security/financial instrument, or to participate in any trading strategy.

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The Blueprint of an AI-First Financial Institution

Global Finance

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.

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Weekend Reading For Financial Planners (June 29-30)

Nerd's Eye View

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 (..)

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How global treasurers and CFOs should approach an erratic economy

Future CFO

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.