Barry Ritholtz

AUGUST 26, 2022

What he saw stunned him: The previous broker outsourced much of his asset management to third-party managers; Digging into the specifics he was gobsmacked by the details: Sub-$1m accounts charged 1.25% for a high turnover, actively managed SMA which lagged its benchmark by a few 100 basis points.

Concentration 141

Concentration Benchmarking Investments Accounting 141

Spreadym

MAY 31, 2023

These goals provide a clear direction for the organization and serve as benchmarks for measuring progress. Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. Perhaps leveraging its social networks across all of its platforms around a Marketplace model could be one of those logical paths to explore. From the Living Room to the Basement. For much of its first decade, eBay was on a roll. In September of that year, eBay went public.

Advertising 51

Advertising Retail Startups eCommerce 51

Future CFO

AUGUST 18, 2023

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We This transformation involves leveraging systems and re-engineering processes coupled with changing the way the teams work through upskilling and "re-culturing".

Finance 52

Finance Communication Accounts Payable Invoicing 52

CFO News Room

DECEMBER 26, 2022

10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position. leveraging trusts when appropriate, and selecting the optimal assets for charitable giving. Psychology Of Financial Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

MARCH 7, 2023

The hedge fund industry, generally, is outperforming their benchmarks. I hope it’s going to be shallow for the reasons we discussed that we are not getting into this environment with high leverage and high, you know — RITHOLTZ: Low unemployment — VASSALOU: Yes. You need the lower leverage than you used to need before.

Investments 65

Investments Marketing Economics Risk Management 65