CFO Dive

APRIL 19, 2022

Since 2012, CEO Henry Ward has been using his deck to excite interest in his plan to transfer private shares digitally and then own the ecosystem of a new stock market.

Marketing 309

Marketing Planning 309

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

CFO Dive

JULY 16, 2024

companies are trimming salary increases as the labor market loosens, recovering from a pandemic period of high resignations, job hopping and wage gains.

Planning 299

Planning Marketing 299

CFO Dive

FEBRUARY 18, 2025

Roughly eight out of 10 CFOs plan to boost spending on generative AI and other technologies this year, Gartner found in a survey.

Marketing 261

Marketing Planning Technology 261

CFO Dive

JULY 18, 2022

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

Planning 315

Planning Marketing 315

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 276

Planning Marketing 276

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 263

Planning Marketing 263

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 201

Manufacturing Planning Marketing 201

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

CFO Plans

DECEMBER 23, 2024

In the fast-paced world of tech startups, strategic financial planning isn’t just beneficialit’s crucial. Start Your Financial Transformation Today with expert guidance from CFO Plans. This planning involves exploring various tech startup funding strategies , from venture capital and angel investors to crowdfunding.

Startups 52

Startups Planning CFO Budgeting 52

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

E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 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

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. Mariana Oiticica : It is increasingly vital to their long-term strategic planning. GF : How do cross-border clients perceive and deal with risk in different regions?

Banking 115

Banking Education Analyzing Data Economics 115

Barry Ritholtz

JANUARY 2, 2025

This is true about equity and bond markets, specific company stocks, and economic data series. Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace.

Forecasting 138

Forecasting Entertainment Investments Economics 138

CFO Talks

NOVEMBER 6, 2024

Navigating Market Shifts: Practical Finance Strategies for South African Businesses The economy is in constant motion, and financial strategies that worked last year may not hold up today. Watching these signals lets you spot trends early and plan proactive responses. What if a key market sees a dip in demand?

Finance 52

Finance Marketing Auditing Budgeting 52

Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Leverage 97

Leverage Planning Compliance Startups 97

Fpanda Club

JANUARY 23, 2025

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. Yet, many organizations exclude FP&A from these discussions, leaving marketing or sales teams to make decisions without a detailed financial perspective.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

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

CFO Thought Leader

JANUARY 13, 2025

Today, Patel channels these cross-functional experiences into his role as CFO of Thrive Market, combining rigorous long-term planning with a mission-driven focus on healthy, sustainable living. “Expand your role beyond planning and reporting by cultivating a deep, holistic understanding of the business model.

CFO 52

CFO Marketing Prioritization Finance 52

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

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

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

Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Planning 58

Planning Education Leverage Technology 58

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 139

Marketing Valuation Profit and Loss Advertising 139

Musings on Markets

FEBRUARY 18, 2025

The second was a comment that I made on a LinkedIn post that had built on my implied equity premium approach to the Indian market but had run into a roadblock because of an assumption that, in an efficient market, the return on equity would equate to the cost of equity.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

Nerd's Eye View

NOVEMBER 28, 2024

A firm's pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility.

Tax Planning 98

Tax Planning Communication Planning Marketing 98

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

Barry Ritholtz

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Market Mayhem : As investors, we often rely on rules of thumb that fail us. The vast majority of market gains come from ~1% of all stocks. We prefer narratives over data.

Investments 127

Investments Math Concentration Valuation 127

Global Finance

DECEMBER 26, 2024

This move underscores Nippon Lifes ambition to bolster its global presence amid a shrinking domestic market due to Japans aging population and low-interest-rate environment. million policies, it provides Nippon Life with a platform to penetrate the US, the worlds largest life insurance market.

Leverage 111

Leverage Finance Investments Marketing 111

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Tax Planning 96

Tax Planning Practice Management Planning Communication 96

CFO Talks

DECEMBER 4, 2024

Instead, it’s the ability to adapt to challenges, consider new perspectives, and adjust plans while keeping the bigger picture in mind. For example, consider a scenario where your company faces a sudden cash flow issue due to market instability. Create contingency plans for best-case, worst-case, and middle-ground scenarios.

Leadership 96

Leadership CFO Problem Solving Budgeting 96

Global Finance

NOVEMBER 1, 2024

The brand is part of its Green Financial Plan, which aligns with China’s national strategy of achieving “carbon peak and carbon neutrality.” It also collaborated with the ChinaBondPricing Centre to introduce the ChinaBond BOC Green Bond Index, enhancing the market’s capacity for green financial instruments.

Finance 98

Finance Banking Risk Management Construction 98