PYMNTS

FEBRUARY 28, 2020

Credit unions possess vast troves of personal information such as credit card data and Social Security numbers that could devastate members if leaked. The leaked data did not include passwords, codes or identification questions, but did expose names, addresses, birthdates, social insurance numbers and information about transaction habits.

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. He can be reached at [email protected]. Read more of Adam’s articles here.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 3, 2022

We also have a number of articles on investments: How launching an ETF can create efficiencies for advisors and their clients alike. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He can be reached at [email protected]. Read more of Adam’s articles here.

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

FEBRUARY 21, 2023

And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? And that’s been true through time.

Leadership 108

Leadership Investments Profit and Loss Technology 108

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. One out of every three Americans said they had experienced a loss of income as a result of the pandemic. This loss can be crippling for consumers who live paycheck to paycheck or have little savings.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

Barry Ritholtz

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. I — I couldn’t believe the numbers. And this is part of the story I was so fascinated with was why would someone set-up a company where they deliberately turn over all the future profits to the — to the people?

Profit and Loss 65

Profit and Loss Marketing Investments Benchmarking 65