CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

OCTOBER 19, 2022

We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. How does Vanguard operate and not advertise, not pay shelf space? But I think the move to fee-based advice in a broker-dealer community really helped drive that. You own the underlying securities.

Investments 111

Investments Profit and Loss Education Advertising 111

PYMNTS

OCTOBER 16, 2019

Agarwal pointed to macro trends as tailwinds, including the entrenchment of social media, digital advertising, the lower cost of technology and a growing middle class evident in several emerging economies around the world. He said APIs can be likened to face-to-face communications, where information is exchanged in real time.

B2B 51

B2B B2C Compliance Currencies 51

PYMNTS

JUNE 29, 2017

“An iPod, a phone and an internet communicator … Are you getting it? billion people in the next four years and that the average app spend — including app-store purchases, advertising spend and, most importantly, commerce — will increase from around $379 per person today to $1,008 in 2021. These are not three separate devices.

Communication 60

Communication Securities Transportation Banking 60

PYMNTS

SEPTEMBER 19, 2016

Finally, the mobile app ecosystem in China is a lot messier than in developed countries because of massive security and quality control issues inside of app stores. Messaging apps are what they use to communicate one-to-one and, for now, even getting updates from retailers when orders are shipped or appointments made.

Advertising 79

Advertising Leverage Retail Technology 79

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” ” Felt like a great place to start. Michael: Oh, interesting. I think I just hit 11 years of having the CFP.

Education 130

Education Planning Numbers Securities 130

PYMNTS

APRIL 4, 2016

Pinterest, as the advertising platform it has become, is certainly driving lots of interested consumers to merchant websites to explore what they see pinned on Pinterest, and then even buying from that site if they remain enamored with what they see once there. But it’s not the game changer that contextual commerce could really be.

Accounting 49

Accounting Retail Communication Leverage 49

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis. RITHOLTZ: Is that how you ran R3?

Mergers and Acquisitions (M&A) 57

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

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. Key features — The top features each platform is known for or has invested in.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. The next step from there was that Social Leverage. This all is leverage from the network.

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

FEBRUARY 7, 2023

So, I graduated from business school in 1987 and went to GE Capital for two years, financing leveraged buyouts. I mean, you know, I probably shouldn’t have been doing it because I had been a journalist covering public schools and knew nothing about leveraged buyouts. And I actually started out of business school. RITHOLTZ: Yes.

Mergers and Acquisitions (M&A) 101

Mergers and Acquisitions (M&A) Banking Investments Restructuring 101

CFO News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. A first step toward reducing this conflict (while still trying to communicate advice to the parent) is to avoid coming across as patronizing or overbearing (even if unintentionally).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

CFO News Room

JANUARY 19, 2023

Other Behaviors: Advertise, Court. What the heck do birds do when they “advertise”? Mitt Romney, R-Utah, in the last Congress to create a “rescue committee” for every endangered government trust fund, like the Social Security, Medicare and highway trust funds…. They were nesting on a building, or near it.” Do they have agencies?

Manufacturing 130

Manufacturing Advertising Economics Planning 130

CFO News Room

JANUARY 17, 2023

Lawyers for the firm Greenberg Traurig, LLP said in docs reviewed by TMZ that West, 45, has shut off the phone number they had to contact him with, leading to ‘a breakdown in communication’ with the ex-husband of Kim Kardashian. Security State is leveraging the threat to ban TikTok from the U.S.

Concentration 130

Concentration Economics Manufacturing Numbers 130

CFO News Room

FEBRUARY 2, 2023

Quick summary: “[T]he rapid liberation of women and the labor-market shift toward brains and away from brawn have left men bereft of what the sociologist David Morgan calls ‘ontological security.’ Advertising: “Fame: Brands wanna live forever” [Bob Hoffmann, Campaign ]. “If I believe the answer is obvious.

Advertising 130

Advertising Healthcare Profit and Loss Education 130