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 260

Planning Marketing 260

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 115

Planning Marketing Valuation Corporate Finance 115

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 255

Planning Marketing 255

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 260

Planning Marketing 260

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 229

Planning Marketing 229

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

Navigator SAP

JANUARY 21, 2023

An enterprise resource planning (ERP) enables businesses to more easily make sense of their data and insights and take better control of their operations—all from a single platform. With all that power in one place, you must choose the best mid-market ERP system.

Marketing 130

Marketing Planning 130

Fpanda Club

MAY 17, 2022

Budget and annual planning cycle - these words can make many people tremble. Aimed at determining firm’s short-term objectives and transforming them into operational plan by allocating available resources, annual planning exercise is mostly considered by its stakeholders to be a curse rather than a savior. Too much game playing.

Budgeting 147

Budgeting Planning Benchmarking Leadership 147

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 77

Planning Marketing Forecasting Securities 77

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

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 144

Marketing Budgeting CFO Retail 144

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 109

Marketing Manufacturing Communication Investments 109

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 109

Marketing Corporate Finance Finance Securities 109

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 120

Marketing Valuation Profit and Loss Advertising 120

CFO Dive

SEPTEMBER 26, 2024

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

Startups 241

Startups Planning Marketing 241

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

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 92

Marketing Strategic Planning Securities Investments 92

CFO News Room

JANUARY 23, 2023

An important truism about marketing is that to be effective, the marketer’s message needs to connect with the audience it intends to reach. Ultimately, what’s important to remember is that it often takes time for the effects of quality content marketing to come to fruition, meaning the most important lesson is to stick with it.

Marketing 130

Marketing Education Advertising Sales 130

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

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 93

Marketing Advertising Compliance Leverage 93

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

DECEMBER 26, 2024

Just a few decades ago, giving financial advice was largely a manual process – printing lengthy financial plans, processing physical checks, and managing paper files. AI offers exciting possibilities as a brainstorming partner, editor, and copywriter.

Technology 75

Technology Planning Problem Solving Communication 75

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 83

Marketing Communication Planning Practice Management 83

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 223

Auditing Planning Marketing 223

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 99

Marketing Banking Investments Finance 99

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

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

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 217

Sales Planning Marketing 217

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

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 196

Startups Planning Marketing 196

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 203

Leverage Planning Marketing 203

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 184

CFO Planning Marketing 184

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 221

Planning Marketing 221

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

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 81

Advertising Marketing Numbers Planning 81