CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. How firms can best leverage their internal data to improve the number of client referrals they receive.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 15, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? Author: Michael Kitces. Team Kitces.

Planning 130

Planning Accounting Compliance Math 130

The Charity CFO

JANUARY 17, 2022

So you can understand what’s happening in your business and communicate effectively with your board members, donors, and financial team. You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). It’s a necessity. Start right here (??)

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? ” It’s constant communication through the year. I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

OCTOBER 17, 2023

A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. What is that? Is, is your focus all right?

Investments 52

Investments Valuation Math Numbers 52

CFO News Room

DECEMBER 27, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Obviously that’s dropped a little bit this year with the market. Michael: Yeah, markets doing what markets are doing, AUM numbers more volatile than they were in the past year or two.

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Investments 114

Investments Marketing Profit and Loss Banking 114

CFO News Room

DECEMBER 6, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And now, there are some jobs for advisors that simply want to be awesome service advisors and work for a firm that’s got a marketing process to bring those clients in to be served. Natalie: Hey, Michael.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

AUGUST 29, 2023

So from a client strategy, marketing standpoint, and then overseeing the investment team. So a variety of risk meetings, a variety of economic meetings. And the reality is that, we know that’s very difficult to do and outperform the broader market. Let’s talk a little bit about the Vanguard Total Market Index.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. And you know, I love markets. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. Check out our FAS resource page ! Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

JUNE 6, 2023

You get a scholarship in high school, you put it in the stock market, and immediately lose half. SETHI: And all these this media about how the stock market was going up 15 percent a week. SETHI: And you know, for a 17-year-old kid, that’s a lot of money I put in the stock market, and I lost half of it within weeks.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

CFO News Room

DECEMBER 20, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? How big was this market? Get notified of the latest episodes (and all our research as it’s released!) Check out our FAS resource page ! ” Emily: Yeah. Thank you, Michael. Michael: Oh, interesting.

Education 130

Education Planning Numbers Securities 130

PYMNTS

APRIL 13, 2020

Unfortunately, it didn’t do much to change how those SMBs felt about their chances of surviving the economic impact of the pandemic. The focus of our research is on Main Street SMBs , the mix of establishments that define the social, cultural and economic character of our country’s cities and towns. Main Street SMB Economics 101.

Math 115

Math Economics Manufacturing Sales 115

Barry Ritholtz

MARCH 12, 2024

This is the back when mortgages were sort of a backwater of the fixed income market. It takes quite a lot of, of research, quite a lot of modeling, quite a lot of data to actually keep up with the mortgage market. By the time you get to the early 2000s, Freddie Mac, Fannie Mae and me were losing market share.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

SEPTEMBER 26, 2022

And so the idea of this product was you plug the game cartridge, they had a communications capability, a modem built in, and you could download video games, almost like having an in-home arcade, like a Netflix for video. That market cap I mentioned, when we went public of $70 million at peak. The math never seems to work out.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Startups Investments Healthcare 64

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. Yeah, because it, the, the, the Hunt brothers, when they came into the Comex at the time, they were only buying one market. They were buying the, the Comex market. It was brand new.

Marketing 107

Marketing Treasury Banking Profit and Loss 107

Barry Ritholtz

OCTOBER 31, 2022

He’s just charming, as is Jeremy Schwartz is one of the smartest people you meet in finance, just a thoughtful, intelligent person who really understands what value is about, how to find investments that will outperform the broader markets with less risk, less volatility. RITHOLTZ: The 2022 bear market? SIEGEL: Yeah.

Investments 56

Investments Marketing Numbers Finance 56

Barry Ritholtz

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. He said, this is the number of shares outstanding of this one company that’s been privatized, and I said, what’s this number, he said the share price and multiply the two numbers together and that got you to a market cap of this company of $80 million. You have a B.A.

Investments 124

Investments Math Banking Profit and Loss 124