CFO News Room

DECEMBER 20, 2022

Because I know a number of firms that do have some amount of 401(k) business do have a wealth offering and have struggled to figure out how to systematically or efficiently get clients to switch over, or move over, or cross over when it’s appropriate for them to do so. Michael: Interesting.

Education 130

Education Planning Numbers Securities 130

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Cash is also how many people budget, since what they see is, literally, what they can spend. Samantha and Nick would boot up “Jack” every couple of days. Here’s another reality check. Yeah, I know, there’s that “P” word again.

Currencies 41

Currencies Banking Accounting Budgeting 41

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. It is something, math has always come easy to me since a child.

Math 52

Math Leadership Investments Entertainment 52