Bank of the West

SEPTEMBER 13, 2024

But the most remarkable thing about Nyla… Read more The post From education to medicine to film, BMO scholarship supports future leaders appeared first on About BMO. Nyla Newell from Chicago, Illinois is a talented individual. She can play the piano and flute – and she can also tap dance!

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Education 64

Nerd's Eye View

SEPTEMBER 6, 2023

Ultimately, the key point is that financial advisors can play an important role in helping their clients protect their assets, both in terms of educating clients on the protections they currently have and the options available to protect other assets, as well as in helping them avoid pitfalls that could put their asset protection plan at risk.

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Education Tax Planning Planning Accounting 98

Nerd's Eye View

JULY 19, 2023

Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g.,

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Education Investments Securities Planning 19

CFO News Room

FEBRUARY 6, 2022

Nationwide, former educators are starting jobs in sales, software, healthcare, training services and other hot fields, and more say they want to follow suit. Wilson, 30 years old, is among the more than 900,000 people who quit jobs in state and local education last year, according to federal data. Photo: Mary Michailidis.

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Education Sales Vendor Management Healthcare 130

CFO News

MAY 28, 2023

The buyout fund will be buying 90% of the company, with the housing finance company retaining a 10% stake that it may sell over a two-year period. A formal announcement is expected by June end, ahead of the mega merger between HDFC Bank and HDFC to create the world’s fourth-largest bank.

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Education Finance Banking 96

CFO News Room

JANUARY 5, 2023

Everywhere in education, you see incentives at work. The incentives, though, are so far removed from the actual goals of education that they produce perverse results. . We observe this again and again in education. Goodhart’s Law is usually stated, “When a measure becomes a target, it ceases to be a good measure.”

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Education Leadership Economics Numbers 130

CFO News Room

FEBRUARY 5, 2022

To improve the chances that a tax refund, if any, will be paid out before the Education Department can resume seizing tax refunds, borrowers in default might consider filing their taxes early, according to the Student Loan Borrower Assistance Project. What other options could borrowers look into? Winokur Munk is a writer in West Orange, N.J.

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Education Planning Finance Securities 130

CFO News Room

JANUARY 23, 2023

Reprinted from The Center Square Higher education is confronting a problem: its customer base is shrinking. Nathan Grawe, an economist who maintains a forecast known as the Higher Education Demand Index, projects enrollment declines in some states of over 15 percent. After reaching a peak in 2007, birth rates have steadily dropped.

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Education Budgeting Economics Forecasting 130

CFO News Room

NOVEMBER 2, 2022

At the request of professor Ioannidis, the money of the Inaugural Harwood Award has been given as an unrestricted gift from AIER to the Lunchbox Fund and Children Incorporated to help disadvantaged children receive proper educations, and provide opportunities for growth and education, respectively.

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Education Economics 130

Barry Ritholtz

OCTOBER 9, 2022

Since this story is ostensibly about education, let’s briefly digress to an unfortunate side effect of modern American education. Derek Thompson observed that “the United States has the longest, most expensive medical-education system in the developed world, and among the lowest number of physicians per capita.”

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Education Healthcare Numbers Planning 133

Nerd's Eye View

NOVEMBER 27, 2024

In this guest post, Kathleen Rehl, a "reFired" financial planner and educator in philanthropic planning, shares insights, thought-provoking questions, and sample scenarios to help advisors begin and navigate charitable giving conversations, reducing any risk of awkwardness or overstepping.

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Education Planning 96

CFO News Room

JANUARY 15, 2023

This “education-based nonprofit organization” works to “cultivate antiracist, people-centered communities for all learners.” In its current format, this legislation seems innocuous because it is voluntary: there is outreach, education, and assistance.

Education 130

Education Nonprofit Economics Accounting 130

CFO News Room

DECEMBER 12, 2022

Think about this illustration: if education is a way to out-earn your parents, and the cost of education is greater for the poor (many more years not working and little savings to draw on), the rich will be more likely to invest in their educations. . greater redistribution, more investment by the state in education, etc.). .

Economics 130

Economics Education Investments Securities 130

CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

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Education Planning Numbers Securities 130

CFO News Room

JANUARY 6, 2023

Notable gains in the payroll survey for December were in education+health and leisure+hospitality, rising 67k over the month. They are still down 452,000 jobs since Feb ’20, with over half of that, 239,000, in education. From EPI senior economist, Elise Gould ( @eliselgould ): Read the full Twitter thread here.

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Education Numbers Economics 130

Global Finance

DECEMBER 18, 2024

Oiticica : It requires a comprehensive educational effort to inform clients about the long-term potential and inherent complexities. GF : Why is financial education crucial for long-term wealth building and protection across different economic segments?

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Banking Education Analyzing Data Economics 86

CFO News Room

NOVEMBER 3, 2022

Tal Education — The Chinese education company saw its shares climb 8% after UBS upgraded its shares to buy from neutral. Deutsche Bank thinks investors should follow Icahn’s suit as the firm sees a 45% upside in the stock. UBS highlighted Tal’s strong topline beat and improved profitability outlook.

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Profit and Loss Forecasting Education Sales 130

CFO News Room

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

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Education Planning Investments Profit and Loss 130

CFO News

JANUARY 30, 2024

Finance veterans envision infrastructure focus, while an economist stresses health, education, and rural empowerment for a sustainable five trillion economy. As India anticipates the Union Budget 2024, CFOs urge impactful compliance reforms. Addressing GST, MSME, and labour laws, they seek changes in Budget 2024.

Compliance 21

Compliance Budgeting Education Finance 21

CFO News Room

FEBRUARY 6, 2022

Those looking for insight on saving for college may want to check out The Price You Pay for College by Ron Lieber, which explains the financial aid process and the monetary implication of various educational paths. Let’s face it: The mere thought of paying for higher education someday can put more than a few parents into a cold sweat.

Education 130

Education Budgeting Nonprofit Prioritization 130

CFO News

SEPTEMBER 5, 2023

Correct balance between fiscal support and discipline, providing skilled education, women's participation in the formal workforce, modernisation of agriculture, healthcare support from the government, simplification of taxation and credit support to MSMEs needed to achieve the target in two years, finance honchos say.

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Healthcare Education Finance 110

CFO News Room

DECEMBER 15, 2022

In a recent report , we reviewed the size and scope of the national teacher shortage using data from a wide range of public and private sources, including the Bureau of Labor Statistics, the National Center for Education Statistics, the RAND Corporation, and others.

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Numbers Math Education Budgeting 130

CFO News

FEBRUARY 19, 2024

Goyal hailed Prime Minister Narendra Modi’s relentless pursuit of twin tracks - strengthening the macroeconomic fundamentals of India to prepare the country for the future and focus on the welfare of the poor pertaining to food, healthcare and education.

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Healthcare Education 97

Nerd's Eye View

JULY 8, 2024

After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) interest rates, and relatively little new tax legislation (yet).

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Education Communication Compliance Marketing 95

CFO News Room

JANUARY 23, 2023

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach.

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Marketing Education Advertising Sales 130

CFO News Room

NOVEMBER 30, 2022

The industries with the highest openings are education and health care (2.172 million), professional and business services (1.794 million), trade, transportation, and utilities (1.644 million), and leisure and hospitality (1.578 million). percent), education and health care (8.1 percent), and professional and business services (7.4

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Transportation Education Economics Numbers 130

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

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Education Planning Leverage Technology 98

Nerd's Eye View

SEPTEMBER 27, 2023

However, the number of Federal student loan borrowers over the age of 50 has increased significantly in the past 20 years, with many of these borrowers holding Parent PLUS loans that were used to help fund their children's undergraduate education. Read More.

Education 98

Education Planning Numbers 98

Nerd's Eye View

APRIL 24, 2023

While less capable clients will likely show little interest in financial planning concepts and can be encouraged to engage in the process through educational content that helps them better understand the potential outcomes of their plans, a more highly capable client might question or even challenge the advisor’s recommendations.

Planning 98

Planning Education Numbers Communication 98

CFO News Room

JANUARY 26, 2023

More than half of the remaining jobs shortfall is in public education jobs, a long-standing shortage exacerbated by the pandemic. Between December 2021 and December 2022, total nonfarm employment grew by 3.0%, driven mainly by employment gains in the leisure and hospitality (6.3%) and education and health (4.0%) industries.

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Prioritization Economics Education Construction 130

CFO News Room

NOVEMBER 28, 2022

In addition, their efforts freed up my time and energy so I could focus on economics research and education. I do it partly because I love it, but also (and primarily) because providing economics research and education is the best way for someone with my skills to provide for my loved ones.

Economics 130

Economics Education Planning Finance 130

CFO News Room

NOVEMBER 4, 2022

In October, there were notable gains in Education and health services, Profession and business services, and Leisure and hospitality. One thing: there is still a giant gap in state and local govt jobs—they are down 541,000 since Feb ‘20, with over half of that, 281,000, in education. And, finally, finally!, pic.twitter.com/Z7uVFVP55D.

Marketing 130

Marketing Education Securities Economics 130

CFO News

JUNE 22, 2023

​​Three board members have also exited the company as the once pioneer education startup sees a major decline in valuations and investors showing reservations in further funding over corporate governance issues. Byju's, however, denied the resignations of board members.

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Valuation Education Startups 97

CFO News

JUNE 25, 2023

The Investor Education and Protection Fund Authority (IEPFA), under the corporate affairs ministry, is also planning to ease the process for investors to get the unclaimed shares and dividends, the official told ET, adding that this will curtail the requirement of certain superfluous documentations.

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Education Planning 98

CFO News

JUNE 27, 2023

The Central Board of Direct Taxes has made it mandatory for charitable, religious, and educational trusts to disclose the names, addresses, and permanent account numbers of donors who make a contribution of over Rs 2 lakhs in a day.

Education 98

Education Numbers Accounting 98

CFO News

JULY 20, 2023

A majority of CFOs have directed CSR funds to rural India, which were used for education and sanitation. While the government's dynamic schemes like Ujjwala Yojna, Pradhan Mantri Jan Dhan Yojna, and for electricity and water empowered the poor, India Inc also shifted its focus to rural India.

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Education 97

The Charity CFO

JULY 30, 2024

That’s a Great IDEA The mission and vision of Capital IDEA is to lift working adults out of poverty and into living-wage careers through education and career advancement. With the average age of 27 years old, Capital IDEA certainly sees many women making the decision to embark on their education journey in aspirations for a better future.

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Nonprofit Leadership Education CFO 98