Nerd's Eye View

JANUARY 7, 2025

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull.

Investments 96

Investments Quantitative Data Construction Marketing 96

Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 2024 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!

Planning 97

Planning Communication Technology Sales 97

Nerd's Eye View

DECEMBER 11, 2024

Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree.

Planning 98

Planning Marketing Forecasting Securities 98

Nerd's Eye View

DECEMBER 9, 2024

But by involving non-owners in decision-making, offering clear career paths for continued growth within the firm, and linking staff contributions to firm-wide goals, firms can create a cycle that rewards emotional ownership and encourages further investment in the firm’s long-term success.

Investments 94

Investments Leadership Accounting Practice Management 94

Barry Ritholtz

DECEMBER 30, 2024

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Investment capital becomes a perishable commodity if not handled properly. Stick to your plan.

Investments 59

Investments Performance Measuring Leverage Securities 59

CFO Dive

DECEMBER 4, 2023

Moving away from defined benefit plans as the primary retirement program doesn’t require terminating the plan outright.

Investments 263

Investments Planning 263

CFO News

JANUARY 10, 2024

Global business leaders hailed Prime Minister Narendra Modi's vision of a developed India as they unveiled their investment plans for the country at the 10th edition of Vibrant Gujarat Global Summit 2024 which was inaugurated by the PM on Wednesday.

Investments 145

Investments Planning 145

CFO Dive

JULY 10, 2023

Within the next year, 70% of organizations expect to spend $1 million or more on AI for tax automation, and 40% of those plan to invest at least $10 million, according to a KPMG survey.

Investments 202

Investments Planning 202

Future CFO

NOVEMBER 12, 2024

Asset owners can pursue net zero strategies to ensure not only a sustainable planet but also resilient, future-proof portfolios, integrating climate-related objectives into every stage of the investment cycle to unlock new opportunities, mitigate risks, and align with global climate goals. First released in Youtube.

Investments 52

Investments Planning CFO 52

Global Finance

DECEMBER 18, 2024

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies?

Banking 115

Banking Education Analyzing Data Economics 115

CFO Dive

MARCH 11, 2024

Like CEOs, economists at large companies have grown more optimistic and foresee stepped up spending on business fixed investment this year, Wolters Kluwer said.

Planning 228

Planning Investments 228

The Finance Weekly

JANUARY 19, 2025

Artificial intelligence (AI) is changing financial planning and how industries operate. This helps businesses allocate resources efficiently and plan for long-term growth. Lets think about it how will you use AI to take your financial planning to the next level? What is AI in Financial Planning?

Planning 52

Planning Analyzing Data Financial Data Risk Management 52

Barry Ritholtz

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investments 64

Investments Marketing Securities Economics 64

Barry Ritholtz

NOVEMBER 15, 2023

Instead, we can deploy small hacks to thwart your own worst instincts and behaviors ; by making small changes in your outlook and investment process, you can channel these behaviors into less destructive outlets. Manage all of the above toward your financial goals and plan. Merely telling people NOT to do those things is ineffective.1

Investments 137

Investments Economics Finance Marketing 137

Barry Ritholtz

JANUARY 2, 2025

Random events can and will completely derail the best laid plans we may make. Or, as John Kenneth Galbraith observed, The only function of economic forecasting is to make astrology look respectable. ~~~ Public Enemy’s 13th album was titled “ Man Plans, God Laughs.” And randomness is served up daily.

Forecasting 138

Forecasting Entertainment Investments Economics 138

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. In this environment, CFOs must prioritise cybersecurity investments that deliver a tangible return on investment.

Investments 52

Investments Profit and Loss Securities Risk Management 52

Global Finance

MARCH 5, 2025

In January 2024, Khaled Al-Sabah, CEO of Kuwait Petroleum Corporation (KPC), unveiled an ambitious $30 billion investment plan aimed at boosting the emirates oil production capacity by 40%. The post Kuwait Doubles Down On Oil Infrastructure And Investment appeared first on Global Finance Magazine.

Investments 52

Investments Finance Planning Economics 52

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Tax Planning 97

Tax Planning CFO Planning Advertising 97

The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

Barry Ritholtz

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

Investments 59

Investments Economics Marketing Benchmarking 59

Tips Watch

MARCH 26, 2025

Treasury official indicate the department is planning a “substantial number” of layoffs, according to reporting from Bloomberg. By David Enna, Tipswatch.com Court documents filed by a U.S. The revelation came in court documents filed by Treasury to a federal judge … Continue reading →

Treasury 57

Treasury Planning Numbers Investments 57

CFO Dive

JANUARY 14, 2025

Only 2% of C-suite leaders plan to invest $250 million or more in the technology this year, KPMG found.

Investments 284

Investments Planning Technology 284

E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

CFO Dive

OCTOBER 28, 2024

5 election and its aftermath is not chilling business plans for investment and hiring, NABE said. The hard-to-predict outcome of the Nov.

Investments 274

Investments Planning 274

Global Finance

AUGUST 1, 2024

The hedge fund manager grabbed headlines on Wednesday, July 31, when he decided to no longer plan an initial public offering (IPO) for his firm, Pershing Square USA. This question has inspired us to reevaluate PSUS’s structure to make the IPO investment decision a straightforward one. Calls to Pershing Square were not returned.

Planning 122

Planning Marketing Valuation Corporate Finance 122

CFO Talks

JANUARY 15, 2025

Vision to Reality: How to Turn Organisational Goals into Achievable Plans Every organisation has a visiona statement of purpose and a picture of the future it strives to create. Your unique perspective on finance and strategy places you at the center of turning big-picture ideas into achievable plans that drive the business forward.

Planning 52

Planning Budgeting CFO Communication 52

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Benchmarking 98

Benchmarking Education Investments Planning 98

Nerd's Eye View

FEBRUARY 11, 2025

Read More.

Planning 63

Planning Valuation Sales Investments 63

Global Finance

JANUARY 31, 2025

Saudi Arabia is experiencing a boom in IPO activity, signaling the liberalization of its economy and a shift away from government-led privatizations that once dominated its investment market. The final offer price is set to be announced on February 19, 2025, with listing expected soon after.

Marketing 105

Marketing Healthcare Economics Manufacturing 105

Future CFO

OCTOBER 27, 2024

At the forefront of this situation, the archipelago's chief financial officers and finance leaders are expected to be sustainability champions, integrating ESG factors into their financial planning and reporting processes. Sustainable goals often involve investing in new technology processes or even entering a new market.

CFO 98

CFO Communication Strategic Planning Economics 98

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Planning 52

Planning Prioritization Securities Numbers 52

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Benchmarking 98

Benchmarking Tax Planning Investments Planning 98

Nerd's Eye View

FEBRUARY 5, 2025

However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insurance plans. While HDHPs are often expected to come with higher deductibles than traditional plans, these deductibles may be higher than they appear.

Accounting 93

Accounting Healthcare Planning Investments 93

CFO Dive

FEBRUARY 24, 2025

The company unveiled a four-year plan to develop in-demand skills, expand data center capacity and build a server manufacturing hub.

Investments 130

Investments Manufacturing Planning 130

CFO Dive

JANUARY 6, 2025

The tech giant will funnel more than half of the investments into U.S.-based based facilities, Microsoft Vice Chair and President Brad Smith said Friday.

Planning 130

Planning Investments 130

Barry Ritholtz

JANUARY 17, 2025

and that we all need to understand about money, life satisfaction, and planning. Previously, he served as President, overseeing Barings investments, sales, operations, and technology organizations. Last summer, Jonathan received a terminal diagnosis and announced it at his site and on social meda. He explains why Dying is hard work.

Education 128

Education Investments Finance Sales 128

Nerd's Eye View

MARCH 21, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%

Communication 91

Communication Leadership Investments Numbers 91