article thumbnail

What Investors Need to Know

CFO News Room

Categories include smart contract platforms , media and entertainment (metaverse) , DeFi , and infrastructure applications. . MV Index Solutions (MVIS), a VanEck subsidiary, has developed a classification scheme to categorize digital asset coins in a way that captures the value and use case related to a coin.

article thumbnail

Mastercard’s Playbook On Fighting Online Fraud’s Big Surge

PYMNTS

There’s a legitimate wave of disputes and chargebacks that are hitting the travel and entertainment verticals as consumers cancel trips, postpone weddings or try to get credit for flights that simply cannot be taken right now. We’re in a brave new world of examining what should be refunded, even what can be refunded.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” It’s constant communication through the year. How Matthew Communicated His Transition And Migrated Clients [29:08]. Michael: So, share with me a little more just how you communicated this. And then each client has a lead advisor that’s the direct communication. Here you go. Matthew: Exactly.

Planning 130
article thumbnail

Transcript: Kristen Bitterly Michell

Barry Ritholtz

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. BITTERLY MICHELL: And so, one of the things that we did was we started communicating more frequently with our clients.

article thumbnail

Transcript: Kathleen McCarthy

Barry Ritholtz

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. RITHOLTZ: Lab — so we’ll get to hospitality.

article thumbnail

Transcript: Ted Seides

Barry Ritholtz

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. It’s just entertainment. What’s keeping you entertained during lockdown? Both people are kicking money in. SEIDES: Correct. RITHOLTZ: Really interesting.

article thumbnail

Transcript: Liz Hoffman

Barry Ritholtz

And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. RITHOLTZ: The communication was bad also.