Accounting Firms, Math, Securities and Tax Planning

Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. But it can’t be a regular brokerage account, because you’re not securities licensed on that side. Stacey: Right. Stacey: Right.

Planning

Planning Accounting Compliance Math

Transcript: Gary Cohn

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division.

Marketing

Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

Dropping A B/D License Without Dropping Current B/D Platform

Transcript: Gary Cohn

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