Barry Ritholtz
MARCH 8, 2023
I love the idea of convergence — those rare times when multiple stories about very different issues seem to all land on the same “Grand Truth,” albeit from very different perspectives. Yesterday brought just such a three-part convergence into focus. It’s about money and happiness, which is very much the intersection of where I spend much of my time: Capital Markets , and Behavioral Finance.
Nerd's Eye View
MARCH 6, 2023
Welcome to the March 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Conquest, a Canadian financial planning software provider (founded by the prior founder of NaviPlan) has raised $24M (CAD) of private equity capital in preparation for expanding its reach into the US &
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CFO Dive
MARCH 9, 2023
Finance chiefs edged out top executives for salary increases on average, though CEOs saw higher gains in total compensation.
The Reformed Broker
MARCH 7, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Powell to Congress – “Fed chief Powell is set to begin two days of congressional testimony Tuesday, where he’ll have the chance to explain the central bank’s planned response to a more resilient e.
Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting
Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical
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Barry Ritholtz
MARCH 6, 2023
This week, we get to hear from Federal Reserve Chairman Jerome Powell twice – tomorrow in the Semiannual Monetary Policy Report to Congress before the Senate Banking Committee and the next day in the House Financial Services Committee. We can expect a series of useless questions, posturing for sound bites, and self-aggrandizing speeches that pretend to be questions.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
CFO Dive
MARCH 7, 2023
The over 150-year-old company — better known for its lawn and garden products — has become one of the biggest players in the emerging cannabis market.
The Reformed Broker
MARCH 4, 2023
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week On TRB appeared first on The Reformed Broker.
Navigator SAP
MARCH 10, 2023
Good morning everyone. My name is Sean Barbera. I'm the director of marketing here at Navigator Business Solutions. Today I have Gary from Alluvia and Mark from ShipStation. We're all excited to have them present this intelligent shipping integration with SAP Business One. So with that, I'm going to hand it over to Gary. Take it away.
Barry Ritholtz
MARCH 10, 2023
Armchair quarterbacking the decisions of the Federal Reserve long ago became a blood sport. With the benefit of hindsight, we all are genius central bankers. I particularly loathe managers who lay all the woes of the world at the feet of the Federal Reserve. For more than a century, America’s central bank has been a key part of the investing environment, and it’s your job as an active manager to incorporate their probable policy decisions into your strategy.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
CFO Dive
MARCH 10, 2023
Meta will be reevaluating its teams and projects, while also aiming to invest in key areas like AI and automation to drive its year of efficiency, CFO Susan Li said.
The Reformed Broker
MARCH 10, 2023
The spectacular blow-up currently taking place at SVB and its primary subsidiary, Silicon Valley Bank, is the biggest story in the markets this week. SVB is systemically important for the technology sector and its Northern California ecosystem. As Jim Cramer put it last night, the Federal Reserve has been firing a machine gun at the economy for the last 12 months but it hasn’t hit anything yet.
Navigator SAP
MARCH 10, 2023
There was a time when security was a legitimate question for businesses that were thinking of moving their workloads to the cloud and adopting a cloud-based ERP solution such as SAP Business ByDesign. But times have changed.
Barry Ritholtz
MARCH 5, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The age of the Silicon Valley ‘moonshot’ is over :Big Tech’s cost-cutting and layoffs are another nail in the coffin for the industry’s most ambitious and costly projects. ( Washington Post ) • Rupert Murdoch’s deposition in $1.6 billion defamation case is ‘a nightmare’ for Fox News, legal experts say : First Amendment scholars say defamation case against Fox News is “unusually strong.” ( Grid ) see also
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
CFO Dive
MARCH 7, 2023
The majority of leaders at financial institutions say interest rates will drive business model guidance this year but few are leveraging financial data to support these changes.
CFO News
MARCH 9, 2023
India's top domestic private recruiter banks on the world's China plus one strategy and the central government production-linked incentives schemes for reaching the target.
CFA Institute
MARCH 6, 2023
For most investment managers, ChatGPT represents the starting whistle in a tech arms race many had hoped to avoid.
Barry Ritholtz
MARCH 10, 2023
My end-of-week morning train WFH reads: • Crypto Bank Had a Boring Collapse, Also Silicon Valley Bank : Elsewhere in boring maturity mismatches and a lack of deposit diversification. ( Money Stuff ) • Why daylight saving is so hard on the body — and what to do about it : Every process within the body, from sleep to metabolism, runs on an internal clock, known as circadian rhythm.
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CFO Dive
MARCH 9, 2023
The retail giant is focusing on in-store technology and logistics improvements and positioning stores as distribution points for online shopping.
CFO News
MARCH 10, 2023
The clouds over the implementation of Ind-AS for Indian banks were cleared through a discussion paper stating a ‘sufficient time’ will be provided. It had mentioned about at least one year's time frame post date of final guidelines. However, the industry remains uncertain with some predicting another two years of wait while others opined to wait till the final draft comes out.
CFA Institute
MARCH 8, 2023
“Ultimately, there’s one investment that supersedes all others: Invest in yourself," Warren Buffett said. "Nobody can take away what you’ve got in yourself, and everybody has potential they haven’t used yet.
Barry Ritholtz
MARCH 6, 2023
My back-to-work morning train WFH reads: • Silicon Valley Confronts the End of Growth. It’s a New Era for Tech Stocks. Silicon Valley could use a reboot. The biggest players aren’t growing, and more than a few are seeing sharp revenue declines. Regulators seem opposed to every proposed merger, while legislators push for new rules to crack down on the internet giants.
Speaker: David Warren and Kevin O’Neill Stoll
Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng
CFO Dive
MARCH 10, 2023
The executives’ slightly less gloomy first quarter U.S. economy outlook comes as finance leaders are continuing to grapple this week with more mixed economic signals.
CFO News
MARCH 10, 2023
Walmart CFO John David Rainey said ecomm marketplace Flipkart and online payments app PhonePe, both owned by Walmart, are market leaders and that both companies have huge opportunities to tap going forward.
Future CFO
MARCH 8, 2023
For much of 2022, CFOs faced a new list of responsibilities and the added pressure of fostering a culture and engagement that is amplified with a remote and virtual workforce. The 2022 FTI Consulting survey of CFOs concluded that in addition to all the traditional areas that CFOs must lead, they must also adapt to the ever-increasing “doing more with less,” but now in a new environment.
Barry Ritholtz
MARCH 7, 2023
My Two-for-Tuesday morning train reads: • A 120-Year-Old Company Is Leaving Tesla in the Dust : Tesla had me convinced, for a while, that it was a cool company. fundamentally, its cars had no competition. If you wanted an electric car that could go more than 250 miles between charges, Tesla was your only choice for the better part of a decade. ( New York Times ) see also Tesla Offers an Unprecedented Look at the Bench Behind Elon Musk : In a clear response to investor criticism, the CEO shared t
Speaker: Mark Stovel
When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.
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