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Holding Onto Your Marketing Budget in a Downturn

CFO News Room

But more importantly, marketers know from experience that when the economy turns, their budget is an easy target. During the pandemic, we saw numerous productive marketing advances, many of which were long overdue — from more agile budget allocation to accelerated digital transformation connecting marketing and e-commerce.

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Debit Surge Has Ripple Effects On Networks And Issuers

PYMNTS

The Congressional Budget Office said on Monday (Feb. Morgan management said in its commentary that debit was being used for “everyday spend,” while credit sales have been negatively impacted by slumps in travel and entertainment-related activity. We may be catching a glimpse of economic life beyond the pandemic.

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Back-To-School: The Most Wonderful Time Of The Year

PYMNTS

So, today, having suffered through another 12 weeks of entertaining children who’ve long since grown hot, bored and generally unruly, the most wonderful time of the year has come again for the nation’s moms and dads: It’s officially back-t0-school shopping time. The reason, cited by analysts, is that most U.S. Cheerful Shoppers.

Math 41
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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

As a starting point, it’s important to recognize that while conversations in the financial services industry over the last decade have entertained the idea that technology (e.g., robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

Barry Ritholtz

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. What kept you entertained during the pandemic?

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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Barry Ritholtz

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

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