PYMNTS

MAY 20, 2017

So what exactly was said – how did the blow-back shakeout – and just exactly how much avocado toast would one have to give up to buy a house? The people that own homes today worked very, very hard for them, saved every dollar, did everything they could to get up the property investment ladder.”

Economics 47

Economics Sales Education Budgeting 47

CFO News Room

DECEMBER 10, 2022

Though given that potentially conflicted practices such as ‘payment for order flow’ are a source of revenue for brokers, such regulation could portend a shift back to explicit transaction fees as they seek to maintain their top line. Five research-derived strategies for getting promoted. Executive Summary. Enjoy the ‘light’ reading!

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

CFO News Room

DECEMBER 26, 2022

To help you get started, I’ve compiled an exhaustive yet actionable list of 59 ways to make $100 per day. Rent Out a Room in Your House. Do you have a room (or an entire house) to spare? You can make $100 per day or more if you rent a full apartment or house. The Best Ways to Make $100 In a Day. Are you ready? No problem!

Advertising 130

Advertising Sales Accounting Budgeting 130

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 17, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. Executive Summary.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 15, 2022

For the better part of a decade, the financial services industry has anticipated the coming of fee compression, mainly due to the rise of robo-advisors offering low-cost automated wealth management services. Executive Summary. tax and estate planning) to differentiate themselves. tax and estate planning) to differentiate themselves.

Math 130

Math Planning Benchmarking Technology 130

CFO News Room

DECEMBER 13, 2022

Welcome back to the 311th episode of the Financial Advisor Success Podcast ! Executive Summary. My guest on today’s podcast is Terry Parham Jr.

Planning 130

Planning Profit and Loss Leadership Numbers 130

Barry Ritholtz

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Jedox Finance

FEBRUARY 10, 2022

Compliance and control-oriented ensuring that the house in order or business advisors that drive value creation and help unleash the potential of the company’s strategy? Finally, it’s likely that some business leaders are doing really well on their own and are happy with getting the reporting in time from Finance.

Finance 98

Finance Budgeting Compliance Communication 98

CFO News Room

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Mindy Crary.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

JULY 24, 2023

And read all the right books to get inspired. And I looked up to you as “The Big Picture” blog. RITHOLTZ: So, we’re going to get into specifics about secular bull and bear markets. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. And so I started practicing writing online.

Construction 52

Construction Marketing Valuation Investments 52

PYMNTS

JULY 21, 2020

As earnings season starts up, the world is getting a glimpse into how the global pandemic and subsequent economic meltdown is impacting firms of all kinds. Netflix and chill” went from being a euphemism about modern dating to a dedicated lifestyle for a quickly growing swath of Americans left couch-bound by stay-at-home orders.

eCommerce 60

eCommerce Entertainment Economics Planning 60

The Charity CFO

JANUARY 12, 2022

The role every nonprofit founder has to own in order to grow their mission, and why that can be hard for many nonprofit leaders. (18:52). And if that’s true, then how do they get that set up? Tosha and Bill talk about how you can diversify your revenue streams with earned income to grow your mission. Thanks for watching.

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52

CFO News Room

FEBRUARY 2, 2022

Building wealth and achieving financial independence is fairly straight forward. And if you read over his Twitter feed you quickly get a sense for his no BS advice to help others achieve financial independence. How about retiring from his job at 35 and now he gets do what the heck he wants whenever he wants to.

Finance 130

Finance Accounting Investments Securities 130

PYMNTS

MAY 15, 2017

And why we might need to channel our inner Frances Kelsey to help get us there. The massive wave of crypto-ransomware cyberattacks now reported to have hit more than 200,000 computers in 150 countries shouldn’t be just another “look at how smart and cunning and horrible those cybercriminals are” headline. That means bitcoin. Kennedy in 1962.

Math 62

Math Currencies Startups Concentration 62

Barry Ritholtz

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. What can I say about his breadth and depth of expertise?

Valuation 114

Valuation Education Finance Numbers 114

Barry Ritholtz

MAY 2, 2023

Ben Clymer took a buyout offer from UBS in 2008 right in the middle of the financial crisis and said, “I know what I’m going to do. Let’s talk a little bit about how a blog becomes a business. 2008, you launched a blog after you leave UBS in the midst of the financial crisis. I know a little bit about that.

Retail 64

Retail Advertising Numbers Economics 64

CFO News Room

NOVEMBER 12, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as enforcement of the SEC’s new marketing rule began on November 4, advisory firms are taking a variety of approaches. Adam is an Associate Financial Planning Nerd at Kitces.com. Executive Summary.

Planning 130

Planning Compliance Leverage Investments 130

CFO News Room

DECEMBER 25, 2022

After substation shooting, federal regulator orders review of security standards Maryland Matters. Open House The Baffler. UK Insurers, Banks Hope for Substantive Financial Services Reforms in 2023 Insurance Journal. The Ukraine Lobby Bandera Lobby Blog. How Protecting Trees Can Fight Gentrification Mother Jones.

Prioritization 130

Prioritization Planning Technology Securities 130

CFO News Room

JANUARY 10, 2023

It would kickstart a transition away from the White House-led crisis operation and toward treating the virus as a continuous long-term threat. Joe Biden’s claim to presidential greatness” [ Financial Times ]. The Democrats on Capitol Hill have done the heavy lifting to get legislation through Congress. Biden Administration.

Concentration 130

Concentration Education Healthcare Budgeting 130

CFO News Room

JANUARY 31, 2023

White House blasts McCarthy for comments on strengthening Social Security, Medicare” [ The Hill ]. The White House rebuked the Speaker’s claim, saying on Sunday that Republicans have wanted to cut earned benefits for years.” • Dudes, come on. Even so, the framing of the headline shows the Republicans are getting some a little traction.

Economics 130

Economics Education Securities Technology 130