PYMNTS

DECEMBER 7, 2020

and abroad that the concentration of power amongst a small number of tech companies is curtailing growth in the tech sector, reducing innovation and potentially having negative impacts on the people and businesses that rely on them.”. Google Unveils Healthcare Interoperability Readiness Program.

Healthcare 57

Healthcare Marketing Compliance Advertising 57

CFO News Room

NOVEMBER 29, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

FEBRUARY 6, 2024

What, what was the career plan? And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. And big consumer and healthcare. I think right now, just in a market cap sense, market concentration, there are a lot more growth stocks.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question. BERRUGA: Yeah.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. SEIDES: So it’s Hartford HealthCare. We were short subprime mortgages with John Paulson.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

DECEMBER 12, 2022

If you are planning to travel on Xmas, do consider your plans carefully. * * *. • December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. Campus bivalent vaccine compliance is only 22%. Healthcare. Stay safe when travelling. pic.twitter.com/h8nki3QoHx.

Concentration 130

Concentration Accounting Numbers Healthcare 130