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Weekend Reading For Financial Planners (December 21–22)

Nerd's Eye View

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

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The Innovators 2025: Middle East

Global Finance

Furthermore, Geidea has set a new benchmark for innovation by becoming the first fintech in the region to develop and launch its own proprietary point-of-sale terminal. By facilitating quick onboarding for businesses of all sizes, Geidea supports scalable growth.

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Advancing Organisational Excellence Through Performance Management with Meriam Ben Boubaker

CFO Talks

Case in Point: A mid-sized logistics firm in Morocco used the BIPP to benchmark its financial resilience and non-financial reporting practices. Final Takeaway: Learn, Benchmark, Transform Meriams closing advice is simple yet profound: “ We can make a better futuretogetherif we are united and more responsible.

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

And then to make sure that we beat the private equity benchmark or the equity benchmark with that selection. I know there’s a bunch of different benchmarks. And, you know, you can get an MIT type education for, you know, a small fraction of what you pay in the us right? So be it healthcare, right.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

Barry Ritholtz

And you know, at the end of the day, un unless we have investment guidelines or restrictions from clients, you know, we seek alpha with a bit of ag agnosticism to both the benchmark and the region. So I, I certainly understand the risk of performance relative to a benchmark. What are some other unintended risks?

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Transcript: Christine Phillpotts, Ariel Investments

Barry Ritholtz

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. So value, growth and core has outperformed the benchmark or passive strategies over the last decade.

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Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

Barry Ritholtz

And then when I was at Wharton, I didn’t think I was getting an education, so I decided to transfer into the College of Arts and Sciences. Not a great education. 00:47:06 [Speaker Changed] I know you guys don’t release public performance numbers, but I know you are doing much better than your benchmark this quarter.