CFO News Room

DECEMBER 1, 2022

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

Technology

CFO News Room

NOVEMBER 13, 2022

Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. As much as possible, CMOs must help their C-suite colleagues understand the math of marketing activities holistically and results throughout the full funnel. Build a tight relationship with your CEO and CFO.

Budgeting

PYMNTS

MAY 21, 2020

At a high level, said Benson, conversion can be pictured along three “vectors,” including the actual form factor or technology the consumer has in hand (literally), the payment methods the consumer prefers and the “run time” of the transaction – literally, how long it takes to complete. For those firms whose customer bases stretch beyond U.S.

Math

CFO News Room

DECEMBER 5, 2022

Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning

PYMNTS

DECEMBER 18, 2018

As retailers, payments providers and consumers prepare for the coming 5G world, there remain concerns about how well that mobile network technology will protect consumer privacy and security. And that’s why some researchers and mobile technology observers are sounding what amounts to preemptive alarm about 5G. 5G Security Holes?

Securities

Barry Ritholtz

SEPTEMBER 7, 2022

MARTIN: Fortunately, technology has been significantly advanced. RITHOLTZ: So when you say technology, it’s the technology at the New York Stock Exchange, as well as the technology at all the companies that are trading? So I tend to view computer coding not that dissimilar to communicating in a foreign language.

Marketing

PYMNTS

DECEMBER 28, 2016

However, one company — Bannerman — has created the technology close that gap and make people safer on a daily basis. Our mission is to keep our cities safe, and we’re building the technology to make that a reality. What we’ve done is used technology to streamline communication. Absolutely.

Securities

PYMNTS

MARCH 6, 2019

There is no longer much tolerance, or enthusiasm, on the part of consumers for digging into one’s pocket to find money or a payment card, or doing the mental math (well, OK, a smartphone has a calculator) to figure out how much to tip a driver. Nowadays, one’s card is on file with the ride-hailing service.

Retail

PYMNTS

JULY 16, 2020

Nathoo and other Outschool executives have extensive technology backgrounds, bringing a decidedly tech-oriented approach to online education, with an emphasis on secure and communication-rich video interfaces and outside-the-box course offerings. We’re exploring bundles by topic, so math for age 8, [for example]. …

Education

CFO News Room

DECEMBER 15, 2022

In our 101st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges advisors face in setting fees commensurate to their service offerings and the importance of charging sustainable fees to help businesses flourish. I could do the rough math on his firm. If you charge 1.1

Math

CFO News Room

NOVEMBER 22, 2022

” It’s constant communication through the year. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” All the technology we had researched, some of it like Fidelity owns eMoney Redtail, all these CRM, everything just started to match. Here you go.

Planning

CFO Thought Leader

SEPTEMBER 29, 2024

Having grown up in Los Angeles after her family had emigrated from Hong Kong, Wong had always been drawn to math and science, a passion that eventually led her to MIT, where she studied economics and business. It was within this atmosphere of excitement and potential that Joey Wong made a very pivotal career decision.

CFO

PYMNTS

JANUARY 19, 2017

Microsoft said the startup’s vision to create literate computers that can think, reason and communicate like humans is in lockstep with its own vision. Technology is certainly one of the pillars of our economic development program,” Puerto Rico’s Secretary of Economic Development and Commerce Alberto Bacó Bagué told TechCrunch.

Math

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. This responsibility is challenging but enjoyable — it allows me to demonstrate many skills such as financial and business analysis, communication, negotiation, influencing and thought leadership etc. Woranat Dumrongsiri (WD): My interest in finance began in high school.

CFO

PYMNTS

MARCH 17, 2017

The money flow — between, say, the United States and Mexico, or as remittances evolve in newly (almost) cashless India — may be embracing technology, but interactions between banks, wires and processors are still required. Lending, Lending Everywhere, With Quite a Lot to Think.

Math

PYMNTS

NOVEMBER 29, 2017

An ongoing explosion of technologies, business models, payment types, platforms and services has made 2017 into something of a golden age for businesses, said Frechtling, but illegitimate operations are also benefitting from those innovations. Finally, make a point of consistent internal communication.

Math

PYMNTS

JANUARY 12, 2017

What other technologies have made an impact one way or the other? All in all, we get a huge share of traffic and a great deal of customer data on the mobile app, which helps us in sending out targeted communications. A lot of optimizations have been made around the product sites to improve the user experience.

Manufacturing

CFO Talks

JULY 6, 2022

I was always the science kid, I use to love science and math and technology, that was a big thing for me. Things like team leadership, communication and presentation. It’s these softer skills that really separate the senior finance executive from maybe the middle tier and lower order. Would you agree with that?

Auditing

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And the last piece of it, which I’ve become really passionate about over the past really kind of five to 10 years of my career is the technology and platform. I was econ and kind of geeky.

Investments

CFO News Room

DECEMBER 27, 2022

The best technology I had at that point was my mobile printing machine. So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. So we’ve built in what we want, the communication, and depending on the advisor. John: That is correct.

Mergers and Acquisitions (M&A)

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” So, I had them take me through the client experience, what the workflows looked like, what the technology looked like.

Education

Barry Ritholtz

SEPTEMBER 19, 2023

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. Two reasons. And it’s a critical need.

Investments

Barry Ritholtz

JUNE 6, 2023

I find that profoundly interesting because we sometimes will say it’s about money, it’s about time, but deep down there are deeper reasons and so being at Stanford and being able to study a science technology and society and psychology and sociology, that really allowed me to understand more of why we do what we do.

Budgeting

CFO News Room

DECEMBER 6, 2022

So just most technology has been a little bit more either the pipes and infrastructure of how the financial system runs or something that lets people buy the products that they want to buy because they can just go online and buy it. But there’s this new emergence of advice- and advisor-oriented technology firms. Michael: Yeah.

Planning

CFO News Room

DECEMBER 17, 2022

First, it is important for firm owners to create a regularly scheduled process to reassess fees and communicate them to their clients. But by reassessing fees and communicating the advisor’s value and any fee changes to clients on a regular basis, firm owners can feel more confident that a fee increase will be successful!

Planning

Barry Ritholtz

SEPTEMBER 10, 2024

And so it’s, it’s sort of managing that, all of those different constituents with communication. How do you take that massive information and communicate it to both the Morgan Stanley staff, the sales team, the brokers, the asset managers, and the investing public? So that’s the math.

Valuation

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring

Barry Ritholtz

SEPTEMBER 26, 2022

And if you are at all interested in technology, venture, startups, entrepreneurship, I suspect you will also. 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.

Mergers and Acquisitions (M&A)

Barry Ritholtz

JULY 29, 2024

And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. So we used both of those devices to build one of the first mobile trading applications ever.

Investments

Barry Ritholtz

OCTOBER 17, 2023

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. It’s just math stick to it over long periods of time. You can have two or 3% fed funds rates and still have technologically induced deflation.

Investments

Barry Ritholtz

JANUARY 24, 2023

There was XO Communication and McLeod. And it was considered one of the first grade kind of technological deals. RITHOLTZ: So it’s different math then I need 100x winner versus 99? And then lo and behold, for some reason, the equipment didn’t work for the new entrants — RITHOLTZ: Right. RITHOLTZ: I recall.

Mergers and Acquisitions (M&A)

PYMNTS

MAY 11, 2020

But to understand how that thinking and those behaviors will influence the direction of the connected economy over the next decade, we need to start with a little math. Something very different can happen, though — something that math geeks (and I am not one of them) call a jump discontinuity. The line is chugging along.

Math

Barry Ritholtz

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Numbers

Barry Ritholtz

FEBRUARY 13, 2023

technology, that was something to ride for a while. The layoffs are happening in finance technology, the higher income jobs. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. I mean, we have such a technology innovation, adaptive human.

Mergers and Acquisitions (M&A)

Barry Ritholtz

MARCH 12, 2024

So let’s, let’s talk a little bit about some data and technology you use. 00:29:02 [Speaker Changed] So, so it’s interesting that you started this after the financial crisis, given your technological expertise and your unique way to, to value these things. This is technology eating real estate.

Profit and Loss

Barry Ritholtz

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. Now, I participated in some of that as a research analyst by looking at companies like Total Access Communications that tie wireless company, PL dt, Philippine, long Distance Telecom. But those guys are great, right? Cents a dollar.

Investments

Barry Ritholtz

OCTOBER 3, 2023

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. You’ve gotta go hire people in the technology space. You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing.

Marketing