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. ” Right?

Leverage 130

Leverage Planning Concentration Tax Planning 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 Marketing Accounting 130

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. It’s not the safest thing to do, nor is it the most financially sophisticated, but it makes some people feel secure. Samantha and Nick would boot up “Jack” every couple of days. It’s unregulated. That sounds safe, doesn’t it?

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. Speaking of math, doing it helps explain that big billion dollar-plus number. In May of 2016, the FBI reported that ransomware would top $1 billion that year — they estimated $1.6 Back here in the U.S. —

Currencies 62

Currencies Math Startups Concentration 62

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

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product.

Investments 60

Investments Marketing Numbers Risk Management 60