Global Finance

DECEMBER 6, 2024

Global Finance: How has sustainable investing evolved as an aspect of long-term wealth planning? Daniel Wild: Sustainable investing has become a core component, with the approach becoming increasingly nuanced to reflect clients goals. GF: How crucial is it for banks to develop proprietary models for sustainable investing?

Investments 104

Investments Valuation Education Banking 104

Nerd's Eye View

NOVEMBER 25, 2024

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

Planning 94

Planning Sales Investments Numbers 94

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

Global Finance

APRIL 4, 2025

On March 21, Ethiopia issued its first-ever investment banking licenses, marking a historic shift in the nations financial sector. and Wegagen Capital Investment Bank S.C., CBE Capital, a subsidiary of the state-owned Commercial Bank of Ethiopia (CBE), became the countrys first public-sector-backed investment bank.

Investments 64

Investments Banking Economics Financial Systems 64

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 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

DECEMBER 4, 2023

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

Investments 258

Investments Planning 258

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 198

Investments Planning 198

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

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

Global Finance

APRIL 5, 2025

Throughout 2024, the infrastructure sector was highly active for investment bankers, with robust deal flow across renewable energy, digital transformation, and critical infrastructure projects. In October, the firm partnered with the European Investment Bank (EIB) to create a portfolio of bank guarantees of up to 1 billion (about $1.1

Investments 52

Investments Banking Finance Economics 52

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 220

Planning Investments 220

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

Global Finance

APRIL 5, 2025

Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. The pace should pick up further as African sovereigns refinance $20 billion of maturing eurobonds in the immediate future. billion Brazilian reais (about $749 million).

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

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

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

Global Finance

APRIL 5, 2025

The bank plans to repurchase $1 billion in shares in the first half of 2025 and an additional $2 billion in the second half. billion in 121 projects across six countries, nearly double the amount it invested in 2023. TM Best Investment Banks By Sector 2025 Financial Institutions UBS Healthcare J.P. Lyndsey Zhang Healthcare: J.P.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

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

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

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

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 275

Investments Planning Technology 275

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 266

Investments Planning 266

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

FEBRUARY 11, 2025

Read More.

Planning 65

Planning Valuation Sales Investments 65

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

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

Global Finance

DECEMBER 3, 2024

Global Finance spoke with Laziz Kudratov, Uzbekistan’s Minister of Investment, Industry and Trade. billion investment from ACWA Power for 9.6 GW wind and solar power projects, and we partnered with Masdar for 2 GW green projects with investments of $1.7 Laziz Kudratov : The changes that started in 2016 continue.

Economics 116

Economics Pharmaceutical Education Investments 116