Welcome to Your Tech CFO!

    Feed has no items.

    Feed has no items.

rss_articles Investopedia.com RSS Feeds

Nerd’s Eye View | Kitces.com Commentary from Michael Kitces on Financial Planning News & Strategies

  • Weekend Reading For Financial Planners (May 28-29)
    by Adam Van Deusen on May 27, 2022 at 6:04 pm

    Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that an advisory firm owner has filed a lawsuit against his former employer (RIA giant Creative Planning), alleging that the firm coordinated with several of the largest RIA custodians to limit his access to their custodialRead More… The post Weekend Reading For Financial Planners (May 28-29) first appeared on Kitces.com.

  • How A Free Financial Plan Retains More Perceived Value Than An Average Priced One
    by Derek Tharp on May 25, 2022 at 11:05 am

    Whether it is a free sample in the grocery store (where the store hopes the sample convinces the shopper to purchase the item), or ‘Freemium’ software (where the developer hopes that consumers using a more basic version of their software will lead them to purchase an enhanced version), consumers are used to being offered freeRead More… The post How A Free Financial Plan Retains More Perceived Value Than An Average Priced One first appeared on Kitces.com.

  • #FA Success Ep 282: From Executive Assistant To COO Scaling A $4B Advisory Firm, With Allison Felix
    by Michael Kitces on May 24, 2022 at 11:02 am

    Welcome back to the 282nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Allison Felix. Allison is a managing partner and COO for Cassaday & Company, a hybrid advisory firm based in McLean, Virginia, that oversees more than $4 billion in assets for nearly 2,500 client households. What’s unique aboutRead More… The post #FA Success Ep 282: From Executive Assistant To COO Scaling A $4B Advisory Firm, With Allison Felix first appeared on Kitces.com.

  • The 3 Domains Of Financial Advisor Value: Why Human Advisors Continue To Thrive Amid Competition From Robos
    by Adam Van Deusen on May 23, 2022 at 11:01 am

    The arrival of robo-advisors into the financial technology landscape more than a decade ago led many to believe that the combination of (relatively) low fees and digital presence offered by robos would entice many consumers to eschew human advisors and turn to these automated tools. However, since the introduction of robo-advisor technology, client behavior hasRead More… The post The 3 Domains Of Financial Advisor Value: Why Human Advisors Continue To Thrive Amid Competition From Robos first appeared on Kitces.com.

  • Weekend Reading For Financial Planners (May 21-22)
    by Adam Van Deusen on May 20, 2022 at 6:02 pm

    Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a court ruling has called into question the Securities and Exchange Commission’s use of its own judges for adjudicating enforcement actions. The court order could pave the way for those advisers ever accused of violatingRead More… The post Weekend Reading For Financial Planners (May 21-22) first appeared on Kitces.com.

  • Julia Menez Earnable Rich Life story
    by Ramit Sethi on May 12, 2022 at 9:02 pm

    What if you could: Take a work trip to Richard Branson’s private island … paid for by your client Network with the top players in your industry … and realize… Read More Julia Menez Earnable Rich Life story is a post from: I Will Teach You To Be Rich.

  • Announcing: Ramit’s Book Club!
    by Ramit Sethi on May 9, 2022 at 4:30 pm

    What is your Rich Life? Maybe it’s staying at the Burj Al Arab luxury hotel in Dubai surrounded by turquoise waters.  Maybe it’s picking your kids up every day after… Read More Announcing: Ramit’s Book Club! is a post from: I Will Teach You To Be Rich.

  • How to Get More Out of the Great Resignation
    by Fractl on April 19, 2022 at 7:14 pm

    How to Get More During the Great Resignation The Great Resignation, as it’s become known, has been a wake-up call for employers and a shift in consciousness among workers. During… Read More How to Get More Out of the Great Resignation is a post from: I Will Teach You To Be Rich.

  • It’s an employee’s market right now. Here’s how to make the most of it.
    by Jeremy Cunningham on April 18, 2022 at 1:49 pm

    Less than two years ago, I was giving advice on finding a job in an employer’s market.  I said to shift your mindset from that of a job seeker to… Read More It’s an employee’s market right now. Here’s how to make the most of it. is a post from: I Will Teach You To Be Rich.

  • 70% of Americans say they don’t earn enough money
    by Andrea Basse on March 3, 2022 at 4:34 pm

    Are you earning enough money? If you’re like most Americans, you probably feel like you’re not. You may also feel like you don’t have enough in the bank, that your… Read More 70% of Americans say they don’t earn enough money is a post from: I Will Teach You To Be Rich.

Nationwide Finance Limited Nationwide Finance – Provider of quick, reliable, cost effective finance for UK businesses

  • Guarantors for your business finance application
    by Matt Lambert on June 23, 2021 at 5:00 am

    Business Finance, supported with a legal charge over a guarantors property. A guarantor who offers a legal charge over their property is a potential means of securing business finance when your company is unable to provide security itself or is suffering financial circumstances that may discourage funders. When someone agrees to act as a secured

  • Finance for Small Business Acquisition
    by Matt Lambert on December 6, 2019 at 9:57 am

    Financing Business Acquisition isn’t always as straight forward as it sounds for smaller businesses. Whilst mergers and acquisitions are a popular topic for the media because after all, they make good headlines with big numbers to boot. Its common for articles to quote certain banks or hedge funds are funding the transactions, and make it

*In English – Corporate Finance Lab Legal Aspects of Corporate Finance and Insolvency

  • Wat met de KMO in het insolventierecht?
    by Arie Van Hoe on May 17, 2022 at 6:54 am

    Een disputatio over de omzetting van de Herstructureringsrichtlijn tussen Dominique De Marez en Frederik De Leo. De Herstructureringsrichtlijn, die haar intellectuele wortels vindt in de Amerikaanse Chapter 11 procedure, bepaalt dat de lidstaten ervoor moeten zorgen dat betrokken partijen in afzonderlijke categorieën worden behandeld. Deze indeling in categorieën moet voldoende gedeelde belangen weerspiegelen op basis … Continue reading “Wat met de KMO in het insolventierecht?”

  • Asset Managers, Systemic Risk and the Need for Tailored SIFI Regulation
    by Corporate Finance Lab on May 13, 2022 at 3:17 am

    A post by guest blogger Joeri De Smet (Jan Ronse Institute, KU Leuven)

  • Prijsbepaling bij geschillenregeling: verschuiving van peildatum als correctie op waardering van aandelen
    by Olivier Roodhooft on May 12, 2022 at 8:54 am

    Eén van de belangrijkste waarderingsuitgangspunten bij het bepalen van de prijs van de aandelen in het kader van de vennootschapsrechtelijke geschillenregeling is de peildatum. Vanaf dit referentiemoment draagt de uittredende of de uitgesloten aandeelhouder namelijk niet langer het economisch risico dat gekoppeld is aan de patrimoniale rechten die het aandeel vertegenwoordigt. Anders gesteld: de uittredende … Continue reading “Prijsbepaling bij geschillenregeling: verschuiving van peildatum als correctie op waardering van aandelen”

  • Why Stock Market Short-Termism Is Not the Problem in the US (or the EU)
    by Tom Vos on May 12, 2022 at 8:47 am

    A review of Mark Roe’s recent book Mark Roe, one of the most prominent voices in the short-termism debate, recently wrote an excellent book on “Missing the Target. Why Stock Market Short-Termism Is Not the Problem”. Roe defines short-termism as “overvaluing current corporate results at the expense of future profits and well-being”. The key message of the book is … Continue reading “Why Stock Market Short-Termism Is Not the Problem in the US (or the EU)”

  • Deficitaire vereffening – soorten van aandelen – komende regels collectief akkoord: studiemiddag op 1 juni 2022
    by Joeri Vananroye on May 4, 2022 at 3:01 pm

    Naar aanleiding van 5 jaar Corporate Finance Lab organiseert het Instituut voor Handels- en Economisch Recht op woensdag 1 juni 2022 te Leuven een studienamiddag over enkele actuele thema’s in de interessesfeer van de blog: Deficitaire vereffening. Als vaststaat dat een ontbonden vennootschap haar schulden niet kan betalen, is er een staat van faillissement, toch? … Continue reading “Deficitaire vereffening – soorten van aandelen – komende regels collectief akkoord: studiemiddag op 1 juni 2022”

Money Talks News Money Talks with Stacy Johnson

  • A Message From Katten
    by Robert Weiss and Mark D. Goldstein on May 28, 2021 at 4:29 pm

    After approximately 16 years of publication, today is our final official edition of Corporate & Financial Weekly Digest. On behalf of our attorneys, editors and all of our authors, we are proud to have been a reliable source on trending legal issues. Please stay tuned, as Katten will continue to provide timely, educational updates to… Continue Reading…

  • FINRA Publishes 2021 Industry Spotlight
    by Susan Light and Stanley V. Polit on May 28, 2021 at 4:24 pm

    On May 25, the Financial Industry Regulatory Authority (FINRA) published the 2021 FINRA Industry Spotlight (Industry Spotlight), which is FINRA’s annual statistical report covering the brokerage firms, registered representatives and market activity that FINRA regulates. The 2021 edition includes new statistics on US Treasury volume and corporate financing filings. The Industry Spotlight also includes 2020… Continue Reading…

  • FINRA Publishes 2021 Budget
    by Susan Light and Stanley V. Polit on May 28, 2021 at 4:20 pm

    The Financial Industry Regulatory Authority (FINRA) has published its 2021 Annual Budget Summary (Budget Summary), which outlines how FINRA plans to deploy resources in 2021 to meet its various regulatory responsibilities. As described in the Budget Summary, FINRA’s 2021 operating revenues are projected to be lower than 2020 operating revenues, due to the unique set… Continue Reading…

  • CFTC Announces Agricultural Advisory Committee Meeting
    by Kevin M. Foley and Elise W. Michael on May 28, 2021 at 4:16 pm

    On May 25, the Commodity Futures Trading Commission announced that on June 9, from 10:00 a.m. to 12:00 p.m., the Agricultural Advisory Committee (AAC) would hold a public meeting via teleconference. At this meeting, the AAC will receive a report from the subcommittee that has been evaluating CFTC policy with respect to the implementation of… Continue Reading…

  • CFTC Staff Publishes Updated Responses to FAQs Regarding Commission Regulation 4.27 and Form CPO-PQR
    by Kevin M. Foley and Elise W. Michael on May 28, 2021 at 4:13 pm

    On May 26, Commodity Futures Trading Commission’s Market Participants Division (MPD) published updated responses to frequently asked questions regarding CFTC Regulation 4.27 and Form CPO-PQR (FAQs). These FAQs update the 2015 FAQs that addressed issues on Form CPO-PQR from filing mechanics and deadlines to more technical questions. In October 2020, the CFTC adopted a Final… Continue Reading…

  • FCF Interest & Corporate Loan Monitor May 2022 published
    by Markus Gaida on May 25, 2022 at 1:43 pm

    FCF Fox Corporate Finance GmbH is pleased to publish the new “FCF Interest & Corporate Loan Monitor May 2022”. FCF regularly conducts comprehensive research regarding the German corporate loan and interest market, based on publically … Read more The post FCF Interest & Corporate Loan Monitor May 2022 published appeared first on FCF Fox Corporate Finance GmbH.

  • FCF Biotech Venture Capital Monitor – USA 04/2022 published
    by Kerstin Lindner on May 23, 2022 at 10:57 am

    FCF Fox Corporate Finance GmbH is delighted to publish the new “FCF Biotech Venture Capital Monitor – USA 04/2022”. The Monitor is a monthly published overview of venture capital trends in the US-Biotech sector. As … Read more The post FCF Biotech Venture Capital Monitor – USA 04/2022 published appeared first on FCF Fox Corporate Finance GmbH.

  • German CVC as most active corporate investor in the European life sciences sector
    by Markus Gaida on May 20, 2022 at 8:12 am

    With 44 deals, the corporate venture arm of Boehringer Ingelheim was the most active corporate investor in the European life science market in the last five years. The only other investor having reached the top … Read more The post German CVC as most active corporate investor in the European life sciences sector appeared first on FCF Fox Corporate Finance GmbH.

  • FCF Life Sciences Venture Capital Monitor – Europe 04/2022 published
    by Kerstin Lindner on May 18, 2022 at 9:35 am

    FCF Fox Corporate Finance GmbH is delighted to publish the new “FCF Life Sciences Venture Capital Monitor – Europe 04/2022”. The Monitor is a monthly published overview of venture capital trends in the European Life … Read more The post FCF Life Sciences Venture Capital Monitor – Europe 04/2022 published appeared first on FCF Fox Corporate Finance GmbH.

  • Venture Capital Sentiment Tracker – April 2022
    by Markus Gaida on May 18, 2022 at 6:00 am

    April 2022: Biotechnology Medical Technology Health Technology Funding Volume (€m) 0 Trend Funding Volume (€m) 0 Trend Funding Volume (€m) 0 Trend Biotechnology Funding Volume (€m) 0 Trend Medical Technology Funding Volume (€m) 0 Trend … Read more The post Venture Capital Sentiment Tracker – April 2022 appeared first on FCF Fox Corporate Finance GmbH.