CFO Dive

JULY 18, 2022

Many CFOs are raising wages in order to curb near-record attrition in a highly competitive labor market.

Planning 317

Planning Marketing 317

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. The withdrawal comes shortly after the fund announced plans to raise $2 billion—significantly lower than the previously touted $25 billion.

Planning 122

Planning Marketing Valuation Corporate Finance 122

CFO Dive

FEBRUARY 7, 2023

"We call it the mighty middle market," Doug Farren of the NCMM said. With confidence rebounding, these companies aim to grow their workforce in 2023.

Planning 278

Planning Marketing 278

CFO Dive

JULY 14, 2022

In order to succeed in a highly competitive labor market, companies need to consider providing non-monetary benefits such as workplace flexibility in addition to pay raises, Willis Towers Watson said.

Planning 264

Planning Marketing 264

CFO Dive

AUGUST 14, 2023

companies across a range of industries seek to gain an edge in an unusually tight labor market by increasing pay.

Planning 246

Planning Marketing 246

Navigator SAP

DECEMBER 12, 2023

Manufacturing resource planning is all about resource planning and management. When market demands change, MRP helps businesses stay efficient and evolve with these changes. Learn more about manufacturing erp.

Manufacturing 175

Manufacturing Planning Marketing 175

The Finance Weekly

DECEMBER 15, 2024

Creating a marketing plan can often feel overwhelming. Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. What is a Marketing Plan? Step 1: Conduct a Marketing Audit Why Start with an Audit? Who are they?

Planning 52

Planning Marketing Budgeting Auditing 52

Barry Ritholtz

NOVEMBER 27, 2023

This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes are: Market timing is extremely difficult, very few people (if any) do it consistently well. Low Stakes : The most successful market timers are often those people who do not have actual assets at risk.

Marketing 121

Marketing Math Investments Forecasting 121

Global Finance

AUGUST 6, 2024

Daniel Labovitz, the former NYSE head of regulatory policy, is swapping the traditional stock market blues for a greener pasture. As the CEO of the Green Impact Exchange (GIX), he aims to introduce the first US stock market exclusively focused on the $50 trillion-plus global green economy. And it’s a global initiative, too.

Marketing 119

Marketing Corporate Finance Finance Securities 119

CFO Dive

SEPTEMBER 26, 2024

The SoftBank-backed startup plans to enhance its product suite and expand its market presence globally.

Startups 274

Startups Planning Marketing 274

CFO Dive

AUGUST 16, 2022

The retail giant’s pricing strategy — geared to budget-conscious consumers — includes plans for an under-$50 Thanksgiving meal for four.

Marketing 147

Marketing Budgeting CFO Retail 147

Global Finance

JULY 2, 2024

The Qatar Stock Exchange (QSE) carried out its first domestic securities lending and borrowing (SLB) transaction in May as part of its strategy to raise market liquidity. The move marked an important development for the QSE, as it looks to increase market and product sophistication, depth, and securities lending.

Marketing 110

Marketing Strategic Planning Securities Investments 110

Global Finance

JULY 25, 2024

BYD, the Chinese manufacturer of batteries and electric vehicles, is rapidly becoming the dominant force in the global EV space, despite the US and Europe railing against its disruptive effect on their domestic markets. It also has plans to build a plant in EU member state Hungary. tariff currently under discussion.

Marketing 111

Marketing Manufacturing Communication Investments 111

Musings on Markets

FEBRUARY 8, 2024

I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla) which carried the market in 2023. trillion during the course of the year.

Marketing 118

Marketing Valuation Profit and Loss Advertising 118

Nerd's Eye View

NOVEMBER 11, 2024

To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development. Even those who do have an interest in marketing may find it challenging to dedicate the time to do it well.

Marketing 98

Marketing Communication Planning Practice Management 98

The Finance Weekly

JULY 14, 2024

Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Marketing 98

Marketing Advertising Compliance Leverage 98

Global Finance

JUNE 17, 2024

A 10-year veteran at DBS Bank, Karoonyavanich recently expanded his role to cover all Equity Capital Markets business for the bank globally when the firm merged its equities, fixed income and brokerage businesses to form a new Investment Banking unit. Its Hong Kong market share surged from a mere 0.2% in 2021 to an impressive 6.7%

Marketing 111

Marketing Banking Investments Finance 111

Nerd's Eye View

FEBRUARY 26, 2024

Over the years, though, as the focus of the profession evolved from being almost exclusively transaction-based sales to having a focus on building long-term relationships, so too did growth shift from sales-based approaches to more long-term trust-building marketing tactics.

Marketing 98

Marketing Sales Numbers Planning 98

CFO Dive

JULY 8, 2022

High inflation and tight labor markets have compelled many CFOs to revise business plans during the past several months. Most audit partners see the two challenges persisting.

Auditing 245

Auditing Planning Marketing 245

Nerd's Eye View

DECEMBER 11, 2024

These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future. 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 52

Planning Marketing Forecasting Securities 52

CFO News Room

FEBRUARY 1, 2023

In recent years, though, the growing use of lead-generation services, advisor networks, and ‘advisor-matching’ tools, referred to as “operators” in the Marketing Rule’s Adopting Release, has given rise to third-party solicitation activity that often looks more like advertising directly to prospective clients.

Marketing 130

Marketing Advertising Compliance Investments 130

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!). Read More.

Marketing 95

Marketing Leverage Investments Planning 95

CFO News Room

JANUARY 25, 2023

Game Plan While I hope that the descriptions of the classes will help you decide which of these courses best fits you, you may still be confused about the choices and the sequence. May the force be with you!

Marketing 130

Marketing Corporate Finance Valuation Finance 130

Nerd's Eye View

OCTOBER 30, 2024

But the downside to using the "conflict-free" label was put into sharp focus recently, when the SEC announced that it had fined several RIA firms for violating its Marketing Rule.

Advertising 98

Advertising Marketing Numbers Planning 98

Nerd's Eye View

MAY 27, 2024

This is because the tactics generally used tend to be time-based marketing tactics, and as the firm's client base and revenue grows, the advisor's time becomes increasingly valuable and in short supply. Ultimately, the key point is that marketing, when limited by an advisor's own time and energy, can only take a firm so far.

Marketing 98

Marketing Investments Planning 98

Navigator SAP

DECEMBER 6, 2024

Or your marketing platform. The problem is that your backend enterprise resource planning solution (ERP) still is not in the cloud. Since on-premise software is quickly going the way of the passenger pigeon, part of your business is already in the cloud. It could be your online sales channel. Or your CRM.

Sales 202

Sales Planning Marketing 202

Navigator SAP

JUNE 24, 2022

Today, life sciences firms need the power and features of industry-standard enterprise resource planning software such as SAP Business ByDesign. Better Financial Planning Many businesses uses QuickBooks or Xero for financial management. But QuickBooks or Xero isn’t enough , despite the marketing material from those companies.

Pharmaceutical 228

Pharmaceutical SAP Manufacturing Compliance 228

CFO Dive

JUNE 2, 2022

While some payments players have pared jobs, Repay CFO Timothy Murphy plans to continue hiring and said there's been "no slow down in growth for our core markets."

CFO 189

CFO Planning Marketing 189

Navigator SAP

MARCH 18, 2022

Startups at the growth stage need financial tools, controls, and resource planning as their products evolve from idea to IPO. Challenges, risks and dynamic changes arise along the way as the company’s products and services follow the steps that transform a product concept into marketable merchandise.

Startups 195

Startups Planning Marketing 195

Navigator SAP

JUNE 2, 2023

That’s why many professional services firms use an enterprise resource planning solution on the backend for management and visibility. Because ERP has become standard software for all but the smallest businesses, there is a wide and bewildering array of ERP offerings on the market today.

Planning 220

Planning Marketing 220

Navigator SAP

NOVEMBER 10, 2023

That’s why the FDA mandates clinical trials for all cell and gene therapy innovations before they can go to market. By leveraging an enterprise resource planning solution (ERP), however, cell and gene therapy companies can greatly simplify the process. They also can be complex to manage properly.

Leverage 197

Leverage Planning Marketing 197

Future CFO

DECEMBER 19, 2024

However, as the company grew, it faced mounting challenges in managing financial planning through manual spreadsheets. Ninja Van has embraced Workday Adaptive Planning to centralise its finance and operations data, enhancing its budgeting processes amid rapid growth and new service launches.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Financial Data 52

Navigator SAP

MAY 24, 2024

Growing-focused businesses have a choice when deciding which SAP enterprise resource planning solution (ERP) they should adopt: SAP S/4HANA Cloud Public Edition or S/4HANA Private Edition. Nearly 10 years ago, in 2015, market leader SAP rolled out S/4HANA, its flagship ERP solution made for the cloud.

SAP 192

SAP Planning Marketing 192

Navigator SAP

JANUARY 5, 2024

There are many enterprise resource planning solutions (ERP) on the market today. For most businesses, SAP automatically makes the shortlist during the selection process because the company is one of the largest ERP vendors with wide industry adoption and some of the deepest understanding of the ERP space.

SAP 157

SAP Planning Marketing 157