CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected]. Read more of Adam’s articles here.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

FEBRUARY 21, 2023

A second guess would have been a healthcare company. BUCKLEY: They were all institutional separate accounts. And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. I mean, really, no one knows who Vanguard is.

Leadership 108

Leadership Investments Profit and Loss Technology 108

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. The next question that you alluded to, which is really interesting about revenue and profits, how solid in inflation hedge are equities?

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

OCTOBER 3, 2023

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Or who has this profit?

Marketing 108

Marketing Treasury Banking Profit and Loss 108