CFO News Room

NOVEMBER 18, 2022

Back before it became apparent that a financial crisis was happening, there was an immense amount of leverage in the banking system over which Bernanke had a responsibility to regulate. The banks had become over-extended, over-leveraged and Fed wasn’t paying attention at the time. That’s just the math.

Banking 100

Banking Economics Leverage Currencies 100

CFO News Room

DECEMBER 5, 2022

The most prominent of which is Facet Wealth, which has stated a goal of getting advisors up to 250 clients/advisor by leveraging their own proprietary technology to make their advisors maximally productive. Which attracted a similar tech-enabled RIA competitor “Compound” earlier this year.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. Hank Paulson had left to go become treasury secretary.

Marketing 109

Marketing Treasury Banking Profit and Loss 109