Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

Valuation 52

Valuation Investments Finance Math 52

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 6, 2022

And I think he wanted to train me and wanted to invest in me, and he saw that to be the best way to invest in me. They might have a $2,500 or a $3,500 or even a $5,000 planning fee, and then they may have $1 million invested with us at 1%, with actively managed mutual funds underneath. But I think he saw potential in me.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 22, 2022

The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. The culture was very product driven. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

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 130

Restructuring Planning Accounting Marketing 130

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Its infrastructure is highly concentrated in China – 70 percent of all mining capacity is located there and controlled by four mining companies in China. Only 16 percent went into bitcoin investments. It’s unregulated.

Currencies 41

Currencies Banking Accounting Budgeting 41

PYMNTS

MAY 15, 2017

Bitcoin uses math — and math equations that anyone can solve and see — to provide this cash-like feature. More than $1 billion was invested in bitcoin ventures in 2015 alone and billions more in the blockchain technologies that underpin the ledgers that record bitcoin transactions. Back here in the U.S. —

Math 62

Math Currencies Startups Concentration 62