Barry Ritholtz

JUNE 28, 2023

Despite interest rates climbing at warp speed, a select number of big tech names have maintained, or even expanded their influence on the index over the last year.

Concentration 105

Concentration Numbers Accounting Marketing 105

CFO Talks

NOVEMBER 21, 2024

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO 98

CFO Leadership Communication Problem Solving 98

Generation CFO

JANUARY 28, 2022

He suggests organisations need a safe space where the numbers will not be used as a stick to beat you with. “It ” “ It’s fair to say the first five years in the boardroom was a battle with that unspoken discrimination, at least until I had grown the required number of grey hairs.”.

CFO 200

CFO Math Concentration Finance 200

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. I have written a number of papers ( this , and this ) on the nature of “truly voluntary,” or euvoluntary , exchanges. For me, the categories are exchange relations, market societies, and capitalism.

Concentration 130

Concentration Economics Marketing Currencies 130

PYMNTS

APRIL 15, 2020

The FTC stated that no government entity would call to ask for money or personal information like credit card numbers or Social Security numbers, adding that any requests for payment through services like Western Union or MoneyGram are almost certainly scams. On its website, the FTC breaks down the numbers of fraud cases by state.

Concentration 86

Concentration Healthcare Numbers Securities 86

Future CFO

JULY 20, 2021

The number of companies on Moody's B3 Negative and Lower Corporate Ratings List fell 21% quarter-over-quarter, finishing June with 256 debt issuers, continuing a positive trend, Moody’s said recently. Most of these companies are concentrated in the Services sector on the B3N list, the firm added.

Numbers 52

Numbers Concentration Accounting 52

Nerd's Eye View

JUNE 28, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Concentration 75

Concentration Prioritization Auditing Compliance 75

PYMNTS

SEPTEMBER 1, 2020

The Bank for International Settlements (BIS) said in a recent report that the number of correspondent banks — where banks and financial institutions (and domestic payment systems) are linked together — slipped 3 percent in 2019 vs. 2018 and declined a significant 22 percent from 2011 to 2019. A Reduction In The Number Of Corridors .

Banking 123

Banking Concentration Numbers Economics 123

CFO News Room

FEBRUARY 6, 2022

The number of unemployed persons, at 6.5 As another point of comparison, in February 2020, prior to the outbreak of the COVID-19 pandemic, the unemployment rate was 3.5%, and the number of unemployed persons was 5.7 The number of long-term unemployed (people who have been jobless for 27 weeks or more) declined to 1.7 hour to 33.9

Benchmarking 130

Benchmarking Transportation Concentration Numbers 130

Global Finance

DECEMBER 6, 2024

Boosted by solid economic and business growth in key countries, including Saudi Arabia, the United Arab Emirates (UAE), and Qatar, the number of high net worth individuals (HNWIs) and ultrahigh net worth individuals (UHNWIs) continues to rise. Younger HNWIs are also increasing their numbers in the Middle East.

Banking 52

Banking Concentration Investments Risk Management 52

CFO News

JULY 25, 2023

The number of active clients at India’s fourth-largest IT services firm declined by 35 sequentially to 1,444 for the period ended June, Chief Executive Thierry Delaporte told ET in a recent interview.

Concentration 52

Concentration Numbers 52

Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Concentration 98

Concentration Treasury Budgeting Leverage 98

CFO News Room

FEBRUARY 2, 2022

Going forward, the network of participants and the number of use cases could continue to see rapid growth, giving cryptocurrencies in this category plenty of further upside. In 2021, there were a number of digital asset company IPOs, led by Coinbase , the largest listing (IPO, SPAC, or otherwise) of any digital asset company in history.

Concentration 130

Concentration Investments Securities Currencies 130

CFO News Room

FEBRUARY 2, 2022

As is always the case, a certain number of ineligible companies— many of them publicly traded — got large loans approved before many other firms could even get access to a bank in order to apply. Yet as I predicted, the program has been a mess in both its implementation and its results.

Economics 130

Economics Concentration Numbers Budgeting 130

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

CFO Talks

NOVEMBER 29, 2024

This early encouragement played a key role in shaping my future, as it introduced me to the world of business and numbers. Understand that as a CFO, your role is not just about numbers but about influencing and guiding the organisation’s financial health and strategy. What advice would you give to someone aspiring to be a CFO?

CFO 95

CFO Auditing Leadership Finance 95

PYMNTS

SEPTEMBER 27, 2020

The report cites applications for employer identification numbers, saying they’ve passed 3.2 That number includes gig-economy workers and others who struck out on their own after layoffs — but even excluding those people, new filings for people who intend to employ others were up 12 percent through mid-September. million in 2019.

Concentration 87

Concentration Numbers Finance Retail 87

CFO Simplified

DECEMBER 6, 2024

Most of a companys concentrated efforts go to the creation of what theyre going to sell, and with good reason. Not only was a massive number of staff needed to open and categorize each request, but tracking the delivery addresses was an ongoing nightmare. Because that IS the only purpose of any company: product development.

Manufacturing 52

Manufacturing Concentration CFO Strategic Planning 52

Generation CFO

DECEMBER 20, 2021

I did not fully appreciate how workforce planning has developed over the years, the huge difference between private and public sector, the GDPR conundrum nor the potential number of drivers that can be used in a salary plan. If we go back a few years, HR was very much concentrated on getting payroll correct. Access Full Webinar.

Planning 131

Planning Benchmarking Concentration Budgeting 131

CFO News Room

NOVEMBER 16, 2022

This is the approach that a number of automakers are embracing. The system assigns scores to each critical component and commodity based on types of risks, such as environmental, geopolitical, lead time for production capacity, and geographic concentration of suppliers.

Concentration 130

Concentration Prioritization Investments Manufacturing 130

PYMNTS

FEBRUARY 26, 2020

Our clients deserve industry-leading services that allow them to freely and fully concentrate on the success of their core business, without worrying about ever-evolving fraud,” said Liikamaa, Enfuce co-founder and chair. With ARIC Risk Hub, we remove that worry.

Banking 90

Banking Concentration Startups eCommerce 90

The Charity CFO

DECEMBER 23, 2024

Days of Cash on Hand Days of cash on hand: (Average daily operating expenses) / (Current cash and cash equivalents) This represents the number of days an organization can operate without additional cash flow. Maintaining higher cash reserves can mitigate the risk associated with high revenue concentrations.

Nonprofit 52

Nonprofit Numbers Profit and Loss Concentration 52

Barry Ritholtz

FEBRUARY 5, 2025

Anyone who puts up like really big numbers wildly outperforming the market sort of gets feted by the media, and then they sort of fade back into what they were doing. Concentration, leverage, and illiquidity. So you’ve seen an increased concentration of the assets going to certain managers in the hedge fund space.

Investments 59

Investments Concentration Marketing Leverage 59

PYMNTS

APRIL 13, 2020

Most Main Street businesses are shut down for the time being; workers are away from their offices; and as a result of social distancing, we as a society have concentrated all the activities once spread across a variety of destinations throughout the day into a single place — the home. Or at least they will try.

Securities 129

Securities eCommerce Concentration Accounting 129

CFO Simplified

MAY 1, 2022

Here’s how to make sense of the mirage of numbers on an income statement and balance sheet. There are four key numbers you need to take a look at. And what’s important about each of these numbers? Better yet, we have Larry Chester, President of CFO Simplified to explain things. The Four Most Important Figures to Look At.

Profit and Loss 97

Profit and Loss CFO Sales Concentration 97

PYMNTS

JANUARY 26, 2021

Ariel AI had been concentrating on a type of AI called computer vision, which is used to develop augmented reality (AR) functionalities, CNBC reported. Moreover, the number of VR users globally increased to 171 million in 2018. Artificial intelligence (AI) technology company Ariel AI has been acquired by Snap. Ariel AI had landed $1.1

Startups 77

Startups Concentration Leverage Retail 77

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Concentration 98

Concentration Practice Management Treasury Numbers 98

Simply Treasury

JULY 12, 2021

Number of fintech’s, but for whom? We could not name the solutions given their huge number. Fintechs try to access huge markets and retails to scale up solutions and make fast big money, where some other IT vendors, well-established target big players, juicy contracts, and limited number of exceptionally large customers.

Treasury 130

Treasury Cash Flow Forecasting Concentration Finance 130

PYMNTS

NOVEMBER 13, 2019

The sneaker and sports apparel company said it is going forge new retail partnerships and concentrate on its direct business. Amazon has said it forbids counterfeit merchandise, however, the number of third-party sellers accounted for 60 percent of sales in 2018, up from 30 percent 10 years ago. .

Concentration 81

Concentration eCommerce Retail Sales 81

PYMNTS

NOVEMBER 30, 2020

and abroad that the concentration of power amongst a small number of tech companies is curtailing growth in the tech sector, reducing innovation, and potentially having negative impacts on the people and businesses that rely on them.".

Marketing 75

Marketing Concentration Advertising Numbers 75

PYMNTS

FEBRUARY 18, 2019

“One is the high concentration of value, and also the ever-increasing business interruption element of the claim. “The energy industry has seen quite significant losses,” he said, “and there again, it’s a high concentration of values and the volume of the business interruption which [drive] the losses.

Concentration 76

Concentration Pharmaceutical Numbers Marketing 76

PYMNTS

JANUARY 14, 2021

She said that the pandemic's worst effects had concentrated around the “already challenged groups,” with Black and Latino unemployment sitting at 9.9 The number now represents around 37 percent of the total unemployed population. 13) speech , with unemployment “likely above 20 percent” for lower-wage workers. percent and 9.3

Concentration 62

Concentration Numbers 62

PYMNTS

JUNE 4, 2019

To change the way consumers buy home cleaning products, eCommerce companies are allowing consumers to purchase eco-friendly concentrates through the refill business model. Reed’s company works with a firm that creates concentrates for a product that is suitable for use in the home. You don’t have to touch the concentrate.”

Concentration 59

Concentration Planning eCommerce Numbers 59

PYMNTS

JULY 13, 2020

Walmart’s in-store clinics have been growing in number and popularity for some time, and the retail giant sees itself as part of healthcare now and not just a retailer checking shoppers’ vital signs for a fee. Telehealth in its various forms is where much of the post-pandemic action is concentrated. We’re in healthcare.

Healthcare 87

Healthcare Concentration Startups Retail 87

Centage

AUGUST 15, 2022

By incorporating a driver-based approach, you empower your financial leaders to focus on the data that matters while ensuring the numbers you have are accurate. Incorporating a driver-based system boosts productivity by allowing employees to concentrate on those areas that can do the most good.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

Nerd's Eye View

FEBRUARY 20, 2023

For instance, some firms spread these meetings out throughout the year while others bunch them into a limited number of months, or even weeks. And while advisors recognize the importance of holding regular client meetings, there is no consensus about the ‘best’ cadence for them.

Practice Management 98

Practice Management Concentration Planning Numbers 98

VCFO

NOVEMBER 7, 2023

It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers. Operationally experienced professionals are well-versed in navigating company-specific matters that often hide behind raw numbers on paper.

Valuation 83

Valuation Auditing Concentration CFO 83