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

Environmental Analysis: Evaluating the external environment, including market trends, competition, technological advancements, regulatory factors, and societal changes. These goals provide a clear direction for the organization and serve as benchmarks for measuring progress.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. But it would be over the next four years that eBay would find itself increasingly pulled into a riptide of changing market dynamics. Perhaps leveraging its social networks across all of its platforms around a Marketplace model could be one of those logical paths to explore.

Advertising 51

Advertising Retail Startups eCommerce 51

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) 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.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

By applying the ideal-target-client framework, advisors can not only better target their marketing efforts (as they can align their website and other advertising efforts with their ideal client’s needs), but they can also streamline their day-to-day work, as they will encounter fewer ‘new’ issues as their client base grows. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

MARCH 7, 2023

She wants to know exactly when this, that and the other thing happens, what does it mean for this segment of the market? And as the time goes by, I think the two lines get blurred also because of technology, because of the increased presence of retail investors in the markets. The market microstructure has changed.

Investments 65

Investments Marketing Economics Risk Management 65

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Investments 116

Investments Marketing Profit and Loss Banking 116