PYMNTS

SEPTEMBER 20, 2017

Flywire’s success has been based on a few core concentrations, said Massaro – namely pricing, with attendant analytics, which he said give indications of fair and reasonable pricing defined on a market-by-market basis in education (also healthcare). The new announcement from Europe comes after success in building its U.S.-focused

Education 45

Education Concentration Healthcare Treasury 45

Barry Ritholtz

FEBRUARY 6, 2024

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running.

Valuation 52

Valuation Investments Finance Math 52

CFO News Room

DECEMBER 26, 2022

Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – Despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 29, 2022

For the most part, we also have, out of those 195, a lot of those are also some legacy clients that have been around for a very long time, that maybe have brokerage accounts that are no longer advisory, right, so, but I am including that in there. Or how do we work around a concentrated stock position, right? Anh: Right.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

DECEMBER 6, 2022

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. BERRUGA: It’s about the experiences of a prisoner in a Nazi concentration camp and it goes through like, you know, some of the challenges. BERRUGA: Yeah. RITHOLTZ: Yeah.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. In 1998, you asked famed value investor Michael Price what he learned from investing in Sunbeam Corporation, which was run by Chainsaw Al Dunlap and was just rife with accounting fraud. SEIDES: So it’s Hartford HealthCare. RITHOLTZ: You were crushing it.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

DECEMBER 12, 2022

The account is a “ biorisk consultant specialising in COVID-19 business continuity, forecasting, and analysis.”). * * *. * * *. * * *. * * *. December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. Campus bivalent vaccine compliance is only 22%. Healthcare.

Concentration 130

Concentration Accounting Numbers Healthcare 130