October 04, 2016
One of the most notable financial services sectors to emerge in the 21st century, the FinTech (finance + technology) wave attracted nearly $12 billion in global investment in 2015, up from $4 billion in 2013, and ...
September 20, 2016
Perhaps the greatest economic bogeyman in the early part of the 20th century was the monopoly or “Trust.” Governments have worked since then to prevent any business from unfairly dominating or controlling a given ...
August 23, 2016
Activist investors love to portray themselves as voices of forward-thinking progress within a company. One of the best ways to combat an activist is with a proxy vote, but shareholders who see a proxy statement ...
July 19, 2016
Financial reporting has come a long way with the advent of online forms and machine-readable filing languages. The eXtensible Business Reporting Language (XBRL) has been adopted by companies worldwide as the standard ...
July 05, 2016
Nearly two years ago, crude oil cost over $100 a barrel. Since then, prices have dropped to below $27, and have stabilized at around $44 a barrel today. And while consumers enjoy lower prices at the pump, oil and gas ...
June 21, 2016
When it comes to big deals, 2015 was a big year. According to Dealogic, more than $5 trillion in mergers and acquisitions took place between January 1 and December 31, making it the biggest year for M&A since before the ...
June 14, 2016
In the chaotic and unpredictable world of business, the only real constant is change. Markets fluctuate, economic prosperity waxes and wanes, and the march of technology means that the best devices and software of today ...
June 07, 2016
No company can succeed without strong leadership. The business world is by nature competitive and complex, and every firm consists of many individuals with their own talents, styles and ideas. Harnessing these unique ...
May 24, 2016
Few points in a company’s growth are as pivotal as the initial public offering (IPO). Going public can launch a business to new heights of success and expansion, but only if the process is managed and prepared for with ...
April 12, 2016
Our friends at the SEC have announced a series of changes to EDGAR form N-MFP. The new form, called N-MFP 1, goes live on April 14, 2016. For our clients’ convenience, we have put together a list of the primary ...
April 05, 2016
Initial public offerings (IPOs) have tapered off after three straight years on the rise. While early predictions show no concrete proof of any bubbles on the verge of bursting in 2016, offerings, proceeds, returns and ...
March 29, 2016
For decades, investor relations (IR) was a pretty straightforward proposition. Public companies would tabulate their financials and then distribute them to investors and regulators. While the basic principles are still ...
March 22, 2016
Process automation may have started proving its worth with tasks such as billing and payroll, but a wide range of actions can, with some initial setup, essentially take care of themselves. How does this apply to content ...
March 15, 2016
Recently, we’ve spent some time focusing on changes in the financial printing space, and what printers should offer companies in response. It’s time to turn our attention to the company side of the equation. More ...
February 23, 2016
Occasionally, things in the world of finance are straightforward. The rest of the time, situations unfold like this: a new law called the Fixing America’s Surface Transportation Act (FAST Act) goes into effect and does ...
February 16, 2016
The smallest details can make the biggest impact, for better or worse. The challenge as a new proxy season approaches are that while the process mainly stays the same year after year, the small changes in nuances and ...
February 09, 2016
When you’re deciding whether or not to invest in a company’s stock, the first step you’re going to take is to have a look at their financial statements. Being able to interpret and analyze a company’s balance sheets, ...
February 02, 2016
eXtensible Business Reporting Language (XBRL) is one of those systems that can be powerful and useful, yet intimidating and frustrating. In its short history, XBRL has inspired its own myths about how it does, or does ...
January 26, 2016
Everyone wants the complex process of financial printing to be as easy to manage as possible. No one, however, wants this more than your boss. That’s where you come in. Since you are so great at your job, your boss ...
January 12, 2016
There are at least two major challenges that every financial printing job must face: Are the correct words and data going to the right people? Does the final product meet all of the relevant regulatory requirements?
