The role of the chief financial officer is transforming; success depends on aligning their vision with their company’s expectations for the role. I have been tracking the change in the CFO role for ...

A new research study by Morningstar Inc. revealed that investors place significant value on personalized financial advice and goals-based planning in their financial advisers but hold mixed reactions ...

This final installment delivers actionable tactics for protecting and reviving value across critical domains: business strategy, capital management, performance steering, accounting and controls, ...

The increase in the use of fund finance by private equity is carrying over into the infrastructure fund space, with managers using net asset value and back-leverage facilities to unlock liquidity for ...

Flatrock Wealth Partners, a registered investment advisory firm, has taken a comprehensive approach to wealth management for its clients since its founding in 2022, incorporating charitable giving and ...

Finance teams have largely moved beyond the experimentation phase of AI adoption and are now focused on delivering tangible results. In fact, our recent research shows 99% of UK finance leaders view ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...