Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms. My guest on today's podcast is Brenda Hiscock.

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Onplan

DECEMBER 28, 2021

How do you weigh and plan for the costs of such a change? In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. That should help you consider all the moving parts as you plan your strategy.

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CFO News Room

NOVEMBER 13, 2022

Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. As much as possible, CMOs must help their C-suite colleagues understand the math of marketing activities holistically and results throughout the full funnel. Build a tight relationship with your CEO and CFO.

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Nerd's Eye View

NOVEMBER 30, 2023

As a starting point, the positive math of raising advisory fees is relatively straightforward, primarily because it avoids the same resource-intensive investment and ongoing costs that accompany other growth strategies, such as implementing new technology solutions or hiring additional staff.

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Barry Ritholtz

DECEMBER 12, 2022

Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( Apple Plans New Encryption System to Ward Off Hackers and Protect iCloud Data : ‘Advanced Data Protection’ will offer end-to-end encryption on iCloud backups, Notes, Photos and other services—a step that may draw ire from law enforcement. Economist ).

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Barry Ritholtz

MARCH 23, 2024

By Pouring Billions Into Public Housing : One quarter of residents in the French capital live in government-owned housing, part of an aggressive plan to keep lower-income Parisians — and their businesses — in the city. [link] • How Does Paris Stay Paris? Hope came cheap enough, but I was also realistic. Here’s a gentle primer.

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Barry Ritholtz

SEPTEMBER 10, 2022

KCP Group ). • Your Career Is Just One-Eighth of Your Life : Five pieces of career advice, shaped by economics, psychology, and a little bit of existential math. ( Here are some of the most interesting things I found. ( The Atlantic ). • One Brain Molecule Decides.

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Barry Ritholtz

NOVEMBER 27, 2023

When you get it wrong, it crushes your retirement plans. 24, 2023 _ 1: In particular, why average outperforms over the long run; Sommers credits not making errors (via Charlie Ellis’ “Winning the Loser’s Game”) but the nuance and math are fascinating. The less it matters, the easier it is to be bold and outside of the mainstream.4

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Barry Ritholtz

JULY 20, 2023

At least, if you are a smart investor who does the right things: Set up a financial plan, manage your own behavior, engage in long-term thinking, and avoid reacting to the endless daily noise that markets + media generate. My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

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PYMNTS

NOVEMBER 26, 2019

It is currently in the development phase and plans to launch in February 2020 in Nigeria, Ghana, Sierra Leone and Gambia. The curriculum will include practice tests and tailored content focused on math, physics, chemistry and biology. The company is headquartered in Lagos with a production studio in Jos.

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PYMNTS

SEPTEMBER 4, 2020

Last week Lego Education introduced new resources and lesson plans for the home as well as the classroom. It launched a brand new unit, called Training Trackers, to teach core science and math concepts with its middle school solution, LEGO® Education SPIKE ?Prime.

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Generation CFO

JANUARY 28, 2022

This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted. However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University.

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Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households.

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PYMNTS

OCTOBER 8, 2020

The math implies that 87 million users were inactive. But if the active user trend is downward, it may portend at least some bumps in the road for plans to entrench payments more firmly in the Reliance ecosystem.

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CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

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CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

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PYMNTS

OCTOBER 22, 2018

s proposals on how to govern London’s access to the European market after Brexit, saying that British Prime Minister Theresa May’s latest plan would take away the EU’s “decision-making autonomy.” Everybody can do the maths. In July, Brussels rejected the U.K.’s The uncertainty means many in the U.K.

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PYMNTS

JULY 16, 2019

The round was led by Updata Partners, with participation from existing investors including MATH Venture Partners, which led Built In’s previous two funding rounds. It also plans to boost investments in its core product and increase opportunities for professional development.

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CFO News Room

DECEMBER 15, 2022

Many advisors have focused on obtaining deeper levels of expertise in broader areas and offering more in-house planning services in those areas (e.g., tax and estate planning) to differentiate themselves. Just the math of an advisory firm only goes so far at the end of the day.” Read More +. Read More +.     .

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CFO News Room

FEBRUARY 1, 2023

The basic math of CEO succession is as simple as it is unforgiving. If we assume a 10-year CEO tenure (which is roughly in line with the historic, pre-pandemic averages), starting CEO succession planning in earnest five years into a CEO’s tenure gives the board and management team five years to identify and cultivate succession candidates.

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PYMNTS

NOVEMBER 16, 2020

However, a highly effective vaccine that doesn’t require specialized transportation or storage might change the math on distributing the substance more widely and quickly. percent – “strongly” plan to get vaccinated. The cohort of those planning to skip the vaccine is more heavily comprised of younger consumers.

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CFO News Room

NOVEMBER 29, 2022

And I am a lover of math. I was a math nerd in high school. Math is one of my favorite tools. Arguably you would see this with FTX and that part of the effective altruism movement that tried to distill all of social good into a linear mathematical equation.

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The Charity CFO

FEBRUARY 17, 2022

If you have too little in reserve, it indicates you’re not planning ahead. . Doing some simple math (25% x 12 months = 3 months), we can safely say that you should start with a goal of at least 3 months of expenses as your operating reserve. Need Help Planning your Operating Reserve? How do you build an operating reserve policy?

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PYMNTS

APRIL 13, 2017

It’s about the overall experience,” explained C2FO Managing Director Amanda Mathes in a recent conversation with PYMNTS. “A An impressive 71 percent said they will be investing more in logistics technologies, while nearly two-thirds said they’re planning an increase in analytics investments.

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CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

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PYMNTS

NOVEMBER 1, 2018

31), and is already making plans for a second store in the city. We are planning to take the total number of stores to 70 by 2022. That is the plan and we will also have eCommerce space in all the stores. So you can do the math. We have a plan to open another store in Visakhapatnam. We are looking for a site.

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CFO News Room

DECEMBER 23, 2022

When we had this conversation, I initially joked that we would need to set up “braces savings accounts” for them instead of 529 college savings plans. When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! Dental insurance plans don’t typically cover the full cost of Invisalign.

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PYMNTS

MAY 5, 2016

MPD CEO Karen Webster did the “back of the envelope” math in an article last summer (right around the time Android was launching its payment platforms) to reveal that, of the 187 million smartphones in use in the U.S., It’s kind of tricky to tell. But that doesn’t mean PYMNTS isn’t trying.

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CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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CFO Plans

MAY 26, 2021

By Umesha Lakshani, Client Group Controller at CFO Plans Inc. Recently, I had the pleasure of cleaning up a newly signed start-up at CFO Plans. Well, a little bit of 5th grade math. A startup is a chaotic place. It has to be! The team is learning, trying, sweating, pushing, wearing multiple hats and trying to stay afloat.

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Michigan CFO

NOVEMBER 26, 2021

They will handle budget planning and forecasting, develop strategies for growth, and ensure accurate financial records are maintained. Your business will always need financial planning skills and budgetary management. Or maybe you just rely on your bank account balance to do the math for you. Learn more about our in-person CFOs.

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CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. My guest on today’s podcast is Dan Callahan.

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CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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Education Planning Numbers Securities 130

The Finance Weekly

FEBRUARY 23, 2022

Breaking down the Math. Pevzner, a contributor to the study and professor of accounting at the University of Baltimore says: "Since COVID-19, the role of financial planning and analysis (FP&A) has gained even greater momentum as businesses seek better understanding of their numbers. Professor Mikhail B.

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Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

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CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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CFO News Room

NOVEMBER 29, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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