Nerd's Eye View

NOVEMBER 10, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a Fidelity benchmarking study revealed that both small and large RIAs saw positive organic growth in 2022, helping to mitigate AUM declines resulting from weak market performance.

Benchmarking 62

Benchmarking Practice Management Treasury Leadership 62

PYMNTS

JULY 24, 2019

s Conservative Party leadership contest is only the latest geopolitical event sparking concerns among analysts over foreign exchange (FX) markets — and corporates’ ability to react to those changes. The victory of Boris Johnson in the U.K.’s And while expected currency fluctuations resulting from Brexit will surely mean U.K.

Foreign Exchange 57

Foreign Exchange Currencies Treasury Benchmarking 57

Barry Ritholtz

AUGUST 29, 2023

RITHOLTZ: We’ll talk a little bit about leadership and crew development a little later. So let’s discuss leadership and what you do to develop crew members and to identify and foster other people’s leadership skills. They create the benchmark. RITHOLTZ: To say the very least.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. RIEDER: Why do you need the price of the Treasury market to the two-year forward or the three-year forward? There is alpha. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 57

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

Barry Ritholtz

MARCH 26, 2024

00:18:13 [Speaker Changed] When markets are going up, the benchmark is either an index like the s and p 500 or you know, someone you know that’s making even more money than you are. But it’s amazing how quickly the benchmark turns into cash or a positive return when markets are going down.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

FEBRUARY 20, 2024

So, for example, the treasury was thinking about moving to direct deposit, but they wanted to know how much it was gonna cost them because direct deposit, they, they, they, they, the money clears, you know, sorry, almost instantly, right? So they wanna know how many days does it take a, a treasury check to get back to us.

Treasury 57

Treasury Marketing Economics Banking 57

Barry Ritholtz

DECEMBER 26, 2023

Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? And what it’s telling us now is that some of the, the cyclical sectors like financials, materials, industrials, they had a chance to rotate into a bigger leadership position and failed.

Marketing 61

Marketing Leadership Finance Investments 61