CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

PYMNTS

AUGUST 3, 2016

Ninety percent of the $10 trillion “push” payments market opportunity is concentrated in a variety of disbursements made between businesses and consumers that today rely on cash, checks and ACH to move money between those parties. including payments to non-Visa branded debit cards as well.

Planning 50

Planning Concentration Healthcare Accounting 50

Barry Ritholtz

DECEMBER 19, 2023

00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help. I had never taken an accounting or a finance class. And from that moment, every step that I took was to get to where I am right now. 00:04:37 [Speaker Changed] Yeah.

Healthcare 60

Healthcare Investments Construction Concentration 60

PYMNTS

FEBRUARY 28, 2019

and have reach that expands into consumer finance, insurance, healthcare, higher education, utilities, government and mortgage. bill pay market accounted for 15 billion transactions in 2018 — and the vertical continues to grow at steady mid-single-digit rates annually. All in, the U.S.

Concentration 79

Concentration Currencies Healthcare Education 79

CFO News Room

DECEMBER 26, 2022

Because of the structure of the tax code, there are often ‘add-on’ effects created by adding or subtracting income – and these effects aren’t accounted for when simply looking at one’s tax bracket. In the end, finding the ‘true’ marginal rate of the conversion (i.e., ESG/SRI criteria); advisors who want to overlay various rules (e.g.,

Planning 130

Planning Benchmarking Profit and Loss Communication 130

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. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And ultimately, to make a very long story short, I fell in love with derivatives.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 6, 2022

So if it’s, for example, a strategy tracking a Nasdaq Index, or an S&P, or a MSCI, typically, you leverage an index that is already available through the index providers. I mean, I do think there is a market for leverage and inverse ETFs out there. Tell us a little bit about what that process is like. RITHOLTZ: Yeah.

Investments 60

Investments Marketing Numbers Risk Management 60