PYMNTS

NOVEMBER 22, 2019

In today’s top payments news, ongoing security concerns have caused the Federal Reserve to take a closer look at the Big Tech firms that serve the banking industry. Security Concerns Prompt Fed To Strengthen Big Tech Oversight. The probe would concentrate on tech firms that provide financial institutions (FIs) with data storage.

Concentration 40

Concentration Auditing Healthcare eCommerce 40

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). The first of these questions asks clients to dream about their future and freedom, brainstorming how they would live their life if they were financially secure.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 12, 2022

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. What, we’re not worried about the organs of state security enforcing “the rules-based domestic order”? Stay safe when travelling. Current: 185.

Concentration 130

Concentration Accounting Numbers Healthcare 130

CFO News Room

NOVEMBER 29, 2022

Or how do we work around a concentrated stock position, right? So, compliance requires us to keep our financial-planning practice and our estate-planning practice separate. So, it’s still separate and compliance does not allow us to cover estate-planning fees. This is part of the advisory firm? Anh: Right.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

DECEMBER 6, 2022

And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. So we take a more tactical, an active manager approach to that particular product.

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. SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s much more about security selection and a relatively static portfolio construction.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52