PYMNTS

JUNE 14, 2019

The news follows big next-day delivery announcements from both Walmart and Amazon — in a week where both retailers had a lot of news about repositioning themselves in the market and reporting some pretty major changes. Big Debate Of The Week: Did Amazon’s Estimated Online Market Share Just Drop? market share. market share.

eCommerce 40

eCommerce Retail Leverage Startups 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. Different Methods. Tutela does things differently than wireless carriers, Macdonald said.

Advertising 40

Advertising Math Construction Education 40

Barry Ritholtz

MAY 9, 2024

No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 2 Sure, you can claim mainstream media is bad, but social media is worse.

Math 131

Math Investments Auditing Securities 131

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. Different Methods. Tutela does things differently from wireless carriers, Macdonald said.

Advertising 40

Advertising Math Construction Education 40

Barry Ritholtz

JANUARY 9, 2024

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. 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?

Mergers and Acquisitions (M&A) 52

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

PYMNTS

NOVEMBER 20, 2017

He didn’t think much of math and science — rather unusual given his choice of a profession that uses complicated math formulas to communicate. Amazon not only coined the term one-click checkout , but filed a patent for it in 1997 and secured it in 1999. Walmart Pay has been in the market for about a year and a half.

Retail 54

Retail Math Leverage Economics 54

CFO News Room

NOVEMBER 15, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? 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. Stacey: Thank you.

Planning 130

Planning Accounting Compliance Math 130

PYMNTS

MAY 3, 2017

Investors pushed the issue some — UBS Securities’ Steven M. With the launch of Taiwan and Ireland in the March quarter, Apple Pay is now live in 15 markets with more than 20 million contactless-ready locations, including more than 4.5 Cook also noted that iPhone’s active installed base grew by “double digits year over year.”.

Math 40

Math Numbers Sales Forecasting 40

PYMNTS

NOVEMBER 29, 2017

If they want to look legitimate, said Frechtling, then bad guys must manage their core business by the same four business fundamentals as good guys: marketing, sales, operations and receivables. Violators can be pushed out of business, thus limiting account creation – and that, he said, is the most vulnerable part of operations.

Math 46

Math Communication Sales Transportation 46

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. How firms can best leverage their internal data to improve the number of client referrals they receive.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

DECEMBER 15, 2022

Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy. And when he had to pay above-average advisors average compensation, someone picked them off, because it’s a competitive talent market. If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

The Charity CFO

FEBRUARY 9, 2022

Note: Cryptocurrency is digital currency secured by a technology called a blockchain that records every transaction made involving the currency. The global cryptocurrency market cap peaked at over 3 trillion dollars in November 2021. So it’s time to get over your fears and pay attention, before you’re left behind. .

Nonprofit 98

Nonprofit CFO Currencies Math 98

CFO News Room

NOVEMBER 18, 2022

In an interview with Lynn Parramore of the Institute for New Economic Thinking, Nomi Prins takes up and extends the argument that she has made over a series of books, that central bankers are ever-more administering policies that are good for the markets but very bad for the real economy and real people. But that was just a small part of it.

Banking 100

Banking Economics Leverage Currencies 100

CFO News Room

DECEMBER 27, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? Obviously that’s dropped a little bit this year with the market.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 1, 2022

And while these tools are marketed as helping advisors become more efficient, advisors often wonder if technology helps them offer better financial planning or if it simply serves to systematize outreach to more clients with depersonalized and less insightful advice. How Lead Generation Stalls Financial Technology Market Penetration [01:46].

Technology 130

Technology Planning Investments Leverage 130

Barry Ritholtz

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. So from a client strategy, marketing standpoint, and then overseeing the investment team. So you think back 30 years, there was so many people who were focused on individual security selection, picking individual stocks.

Investments 52

Investments Benchmarking Valuation Construction 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 57

Economics Education Profit and Loss Banking 57

PYMNTS

JANUARY 4, 2019

markets are closed. The math shakes out thus: Each token is equivalent to one share in a particular company and the holder has the right to receive dividends, even though, as Bloomberg noted, “the companies themselves are not involved.”. This is going to open a whole new world of trading securities old and new alike.”.

Math 62

Math Securities Marketing Numbers 62

CFO News Room

DECEMBER 13, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? I had no natural market. Leveraging Dinner Seminars And Third-Party Marketing Solutions To Rebuild A Client Base [50:11]. Author: Michael Kitces. Check out our FAS resource page !

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Get notified of the latest episodes (and all our research as it’s released!) Check out our FAS resource page ! Full Transcript: Michael: Welcome, Cean Kenefick-Rogers, to the Financial Advisor Success Podcast.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. And you know, I love markets. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

CFO News Room

FEBRUARY 2, 2022

Now, because of XYPN and kind of the different marketing funnels out there, people know what flat fee is and advice-only and all the different iterations of it. So, I think years ago, people just kind of assumed most advisors were asset-based and maybe commission-based and things like that.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

JUNE 6, 2023

He’s not like that at all, which probably accounts for a lot of his success. You get a scholarship in high school, you put it in the stock market, and immediately lose half. SETHI: And all these this media about how the stock market was going up 15 percent a week. Good to have you. RITHOLTZ: Sure. So… RITHOLTZ: Forever.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

CFO News Room

NOVEMBER 29, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? ” or some active managers on the emerging markets and international side. Get notified of the latest episodes (and all our research as it’s released!) Check out our FAS resource page ! ” Right?

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 23, 2022

I talked to Lenore Blum , she was one of the first professors of math at Berkeley, and she was talking about how difficult it was and how eventually her contract was not renewed, how she was almost kicked out of her next university, before she went on to a great career and success. And we really take that very, very seriously.

Leadership 130

Leadership Technology Math Numbers 130

Barry Ritholtz

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. I had the chance to be part of some very interesting transactions in the banking space.

Investments 61

Investments Marketing Numbers Risk Management 61

CFO News Room

DECEMBER 20, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning. Get notified of the latest episodes (and all our research as it’s released!)

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

MARCH 27, 2023

And so that’s when I thought, you know, there might be a hole in the market. It can be even a change in regulation or in market, where suddenly volatility picks up and the interest of bondholders and shareholders are at odds. It’s just the bonds were trading horribly, just because liquidity was gone for the market.

Investments 110

Investments Restructuring Profit and Loss Finance 110

PYMNTS

OCTOBER 16, 2017

The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. Bitcoin’s infrastructure is highly concentrated and not all that secure.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Anything else?

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

MARCH 21, 2023

So your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum. Because, you know, there’s this constant fight in academia, if you believe something works, does it work because markets are efficient in its compensation for risk, or for behavioral reasons?

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

Barry Ritholtz

DECEMBER 12, 2023

Joel Tillinghast : Well, okay, G, when he was six, my grandfather, who was a bookkeeper accountant at a textile mill died and my grandmother was a second string violin at the Providence Symphony Orchestra, which didn’t pay well then, and I suspect didn’t pay well now. And I was a math nerd as a kid. Tell us about that.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. HOFFMAN: Yeah, but markets peaked, would turn out to be a peak on I think February 18th or 19th.

Treasury 52

Treasury Economics Retail Entertainment 52

PYMNTS

JANUARY 30, 2017

By all accounts, it’s gotten very serious about its global expansion, particularly in the United States. billion bank accounts worldwide that MoneyGram is able to send money to, which helps Alipay grow and expand its full lifestyle vision of mobile payments. Thus, the MoneyGram buy. Not to mention the 2.4 in China and around the world.

Math 57

Math Entertainment Compliance Currencies 57

Barry Ritholtz

NOVEMBER 21, 2023

That companies were gonna scale faster, that there was gonna be a lot of information flow that you could extract out of venture into the public markets and vice versa. I had an appetite for both the public markets and the venture markets. I started thinking about public market investing. I think I was up 20 or 25%, right?

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

NOVEMBER 15, 2022

And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. But he also has an incredible depth of knowledge about market structures, about what people get wrong about thinking about systems, about what we get wrong about humans, and capitalism and finance. NADIG: Yeah.

Finance 108

Finance Investments Math Marketing 108