Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more. And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Practice Management 98

Practice Management Tax Planning Planning Securities 98

CFO News

DECEMBER 25, 2023

"There would be far more scrutiny by banks on account holders making forex transactions on non-authorised platforms, including apps," said one of the officials who didn't want to be named. "The regulator wants lenders to further ensure that Know Your Customers (KYC) norms for all parties in such transactions are strictly followed.

Accounting 52

Accounting Banking 52

CFO News

DECEMBER 25, 2023

Edtech platforms including Emeritus, Coursera, upGrad, Simplilearn and Great Learning say they have seen a sharp uptick in the number of top executives—including CXOs—who are opting for upskilling to stay on top of things in a fast-changing business environment.

Numbers 52

Numbers 52

CFO News

DECEMBER 25, 2023

To address the challenges, Indian organisations are making bold investments in cybersecurity with more than half of the respondents planning to invest in cybersecurity tools (55 per cent) and AI, machine learning and automation technologies (55 per cent) in the next 1-3 years, according to survey findings.

Investments 52

Investments Planning Technology 52

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

CFO

CFO News

DECEMBER 25, 2023

In 2022, InCred Finance and KKR India Financial Services merged to create a joint entity under the brand name InCred Finance.

Finance 52

Finance 52

CFO News

DECEMBER 25, 2023

If the capital raised through IPOs this year indicates a 'new normal', there could be an uptick in industrial credit demand, an area of interest for banks awaiting a recovery in commercial lending.

Marketing 52

Marketing Banking 52

CFO News

DECEMBER 25, 2023

Rbi: Banks are required to shortlist potential auditors by the end of the March 2024 quarter, followed by obtaining board approval.

Banking 52

Banking 52

CFO News

DECEMBER 25, 2023

The Income Tax (I-T) department is using a fine-tooth comb to nab discrepancies in the tax deducted at source, or TDS, by companies and the declarations by its employees in the annual I-T returns. What's underway is a line-wise reconciliation of the two sets of numbers under different heads - house rent allowance, medical insurance, outgo on home loans, tax saving investments under 80c etc.

Reconciliations 52

Reconciliations Investments Numbers 52

CFO News

DECEMBER 25, 2023

"India's growth has remained largely resilient in the face of external headwinds," said Rahul Bajoria, managing director and head of EM Asia (ex-China) economics, Barclays. Last month's release of second quarter numbers led to a spate of forecast revisions for the fiscal year. Ratings agency Fitch expects the economy to grow 6.9% in FY24, compared with 6.5% projected earlier.

Forecasting 52

Forecasting Economics Numbers 52

Advertiser: Paycor

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CFO News

DECEMBER 25, 2023

The government has been pushing state-run oil companies for years to monetise their assets to raise resources that can be deployed in new projects. Three years ago, the government had drawn up a plan, which expected state oil and gas companies to transfer some of their pipelines to InvITs and sell minority stakes in those to raise Rs 17,000 crore. The plan didn't take off.

Planning 52

Planning 52

CFO News

DECEMBER 25, 2023

As 2024 has a number of holidays close to the weekend, many companies are also clubbing these to give extra time off to their employees. For now, most companies have given off to their staffers in the last week of 2023.

Numbers 52

Numbers 52