PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. Instead, he noted, the tool is designed without fees, with a goal of making customers more likely to pay – and pay on time – by helping to educate them about how to be better financial managers on the whole.

Math 53

Math Education Compliance Forecasting 53

PYMNTS

JULY 13, 2018

Granted, Google and Facebook have all but locked up the mobile advertising world — and that might be putting it softly — and in-app commerce is still a baby, relatively speaking, accounting for a tiny part of eCommerce. Big Stakes, But Also Backlash.

Advertising 40

Advertising Math Construction Education 40

PYMNTS

JULY 12, 2018

Granted, Google and Facebook have all but locked up the mobile advertising world — and that might be putting it softly — and in-app commerce is still a baby, relatively speaking, accounting for a tiny part of eCommerce. Big Stakes, But Also Backlash.

Advertising 40

Advertising Math Construction Education 40

CFO News Room

DECEMBER 17, 2022

In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. And current holders of the CFP marks have a Continuing Education (CE) requirement of at least 30 hours every two years. Melanie Waddell | ThinkAdvisor).

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

JANUARY 24, 2023

KLINSKY: Why would I take more than the value of the accounts receivables. RITHOLTZ: So it’s different math then I need 100x winner versus 99? And the first is, you set up the Modern States Education Alliance to look for solutions to the high cost of college education. KLINSKY: Right, right. KLINSKY: Yeah.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

JANUARY 9, 2024

You, you were valedictorian Harvard, you never mentioned your Ivy League education. And so the thing we were doing was sort of solving like often securities law or tax or accounting problems for people with like derivatives. So like a component of it was like the standard derivatives math, right? Which raises a big question.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

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?

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

MAY 30, 2023

So I knew what Bank of America was because my mother, it was a big deal to go to the bank and open a passport account, or to go there with my mother every couple weeks, and have, or my dad to make an appointment with a local, the local branch banker might have been the mayor, I mean, he was a very important guy back in those days.

Economics 56

Economics Education Profit and Loss Banking 56

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!

Healthcare 130

Healthcare Planning Finance Accounting 130

Barry Ritholtz

NOVEMBER 22, 2022

SHAW: — and really was an inspiration for the way I think about learning and understanding the value of education. RITHOLTZ: So let’s talk a little bit about education. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? for 50 years — RITHOLTZ: 50. SHAW: Well, it’s pure geometry.

Investments 56

Investments Finance Education Leadership 56

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 18, 2022

LP: You refer to this as wealth accumulation without accountability. That’s just the math. NP: This goes back to the question of accountability. That’s what I hope my book can do: educate people. Economist, journalist, and former Wall Street exec Nomi Prins is here to explain the inexplicable. In what sense?

Banking 100

Banking Economics Leverage Currencies 100

CFO News Room

DECEMBER 1, 2022

” Everyone starts doing the math of what their typical clients pay multiply by 300 clients was like, “This is mind-blowing profitability, effectiveness of the firm. And there’s a lot of people that are doing cool stuff in how do we automate more in account opening, onboarding, trading, rebalancing, reporting, right?

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

DECEMBER 27, 2022

Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. It’s not uncommon for us to see million-dollar accounts these days. Let’s have John come in.” John: Yeah.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

Barry Ritholtz

JUNE 6, 2023

He’s not like that at all, which probably accounts for a lot of his success. People have 18 credit cards, 20 — who has 20 bank accounts, it’s you’re just what you’re paying in fees seems to be exorbitant. Let’s talk about married couples that don’t have a joint checking account.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

CFO News Room

DECEMBER 6, 2022

And if you went through the math, it gave us hundreds of hours that a typical firm would spend. I think that’s the only thing, is that we don’t…if somebody is a die-hard YNABer and loves being able to sort of spend each dollar of their account into…that’s not really the approach that we take at Monarch.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. What was interesting was I had said to him, “Well, let’s make this really educational. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 13, 2023

Healthcare, education, not hugely cyclical, not interest rate sensitive. All of them, once you talk about health care, education, leisure, hospitality, hotel, et cetera. Russia and Ukraine account for 12 percent of the calories in the world. You know, think about the jobs market today, all the jobs are being created.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

CFO News Room

NOVEMBER 3, 2022

It feels good and there’s no accountability. It’s probably a little bit towards the low end for advisors, but it makes the math easy with the 30-month day. There was that fourth one that was educational, but that doesn’t exist anymore. It feels like activity. It’s not producing a lot of lead flow.

Numbers 130

Numbers Planning Communication Investments 130

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And a little bit of accountability, making sure that people are doing their implementation because they’re the ones responsible for it.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

AUGUST 29, 2023

There are an endless variety of business models and seeing how people operate that, it’s really an education, one that I think a lot of people coming out of school don’t think about, because you think about the sexy things. Follow me on Twitter @barry_ritholtz until I get back my hacked Twitter account @ritholtz.

Investments 52

Investments Benchmarking Valuation Construction 52

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. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. They work very hard when I was growing up to give me like a really good education.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

MARCH 27, 2023

What accounts for the difference between the two in your experience working on the trading desk? But if you look at luck in the much broader context of I was born in a free, wealthy country, France, to parents who were both educated and value education, not particularly wealthy but middle class, upper middle class, right?

Investments 109

Investments Restructuring Profit and Loss Finance 109

Barry Ritholtz

JUNE 27, 2023

BORISH: And, you know, First Republic, which was a different type of institution, and they were basically, think about it in the old days, they were giving away the toaster to try to get accounts and then when rates started to go up. And so it’s one of these things that math works. So think about this, right? RITHOLTZ: Right.

Math 56

Math Risk Management Profit and Loss Marketing 56

PYMNTS

NOVEMBER 3, 2018

But broadly speaking, this data is mostly available if one is willing to pass through the right number of steps – though by most accounts, it is not really useful on its own. California has rules about how the data can be accessed and commercialized. That is why data brokers exist. First, all algorithms are not created equal.

Math 76

Math Education Numbers Investments 76

Barry Ritholtz

FEBRUARY 19, 2023

Washington Post ) • How Educators Secretly Remove Students With Disabilities From School : Known as informal removals, the tactics are “off-the-book” suspensions often in violation of federal civil rights protections for those with disabilities. ( An exclusive story and podcast. Businessweek ) • Ahead of Jan. trillion in assets.

Math 107

Math Education Numbers Investments 107

Barry Ritholtz

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. Really, the professional is the one got a hold accountable 00:59:38 [Speaker Changed] At this point.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

APRIL 2, 2024

So when I was at this very fancy private school that I was at as a kid, I did math because it gave me a huge amount of free time to do the things I really cared about. But when I got to Cambridge, you know, the math was sort of serious there. So, you know, I took my math into statistics and things. Am I getting right?

Healthcare 56

Healthcare Economics Math Education 56

Barry Ritholtz

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? And, to the detriment of my banking account, but to the betterment of my wrist and garage. I was like okay like I wonder who this is some guy named John Mayer you know some accountant in Texas named John Mayer.

Retail 64

Retail Advertising Numbers Economics 64

Barry Ritholtz

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive. And asked them, how much does one of these things cost, and they said, $20 million new.

Investments 124

Investments Math Banking Profit and Loss 124

CFO News Room

DECEMBER 16, 2022

Now the Vermont independent is set to take over the Senate’s prestigious Health, Education, Labor and Pensions Committee next year. Oklahoma’s departing attorney general just took a big step toward achieving a conservative education milestone. It is math, but it’s practicing racial discrimination. Oklahoma Republican Gov.

Math 130

Math Education Management Consulting Healthcare 130

Barry Ritholtz

AUGUST 22, 2023

SUNSTEIN: Yeah, we probably need a progressive income tax or something and jobs programs and educational opportunity. I think Taylor Swift is completely amazing, but her amazingness does not account for the fact that she’s so famous. I mean, what sort of a country has that sort of thing? I mean, thank goodness he was right.

Economics 98

Economics Finance Investments Numbers 98