CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. Because, understandably, compliance wants you to live in the CRM system that they can do their compliance oversight on. Stacey: He won that prize.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 23, 2022

When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! With proper care and compliance, though, Invisalign can give you a beautiful, straight smile. Keep in mind that many of the orthodontists we spoke to for this story stressed the need for compliance when it comes to Invisalign.

Healthcare 130

Healthcare Planning Finance Accounting 130

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. Can you briefly describe your finance career journey and one or two highlights along the journey? Woranat Dumrongsiri (WD): My interest in finance began in high school. This made me decide to pursue my education in accounting. Don’t be afraid to take up the opportunities you need.

CFO 52

CFO Leadership Finance Problem Solving 52

PYMNTS

OCTOBER 28, 2016

The math comes out to one per week. Coinsource has built an organization that’s built to scale and to do so while meeting or exceeding varying levels of compliance,” said Coinsource CEO and Cofounder Sheffield Clark. The average rate of a new bitcoin ATM?

Math 78

Math Currencies Compliance Retail 78

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. It’s been a journey, particularly on the compliance side, as offering a brand-new credit product to underserved consumers using a new underwriting model is generally something regulators want to hear more about.

Math 53

Math Education Compliance Forecasting 53

CFO News Room

DECEMBER 16, 2022

The Bezzle: “Alleged Lying, Bullying, Compliance-Ignoring And Possible Fraud No Reason For Hedge Fund Not To Invest $50 Million With Outgoing Portfolio Manager” [ DealBreaker ]. It is math, but it’s practicing racial discrimination. The Bezzle: “CEOs React To Arrest Of Sam Bankman-Fried” [ The Onion ]. The deck: “Allegedly.

Math 130

Math Education Management Consulting Healthcare 130

The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). Check with your accountant and/or attorney to ensure compliance. That’s really all that accounting is, so don’t let the terminology intimidate you. . Other Taxes.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

PYMNTS

OCTOBER 26, 2017

Maybe artificial intelligence will be the key to doing the math and extrapolating the data to make a specific offering to each potential customer. There are regulatory and compliance hurdles, the Consumer Financial Protection Bureau (CFPB) and a general cultural mood and attitude to overcome — plus a whole lot of negative publicity.

Math 49

Math Education Finance Budgeting 49

Barry Ritholtz

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. Learn math, learn history.

Valuation 52

Valuation Investments Finance Math 52

CFO News Room

DECEMBER 27, 2022

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. You’ve gotta get out of this commission business, and the reason I’m here is because of the compliance guys are having strokes up there in Florida over what you’re doing here.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

PYMNTS

DECEMBER 24, 2018

And while the enthusiasm is good, according to Bresniker, the usage is sloppy and tends to obscure the fact that 1) there are many different types of AI, and the one to which we are specifically referring matters; and 2) AI is all math, and its outputs are only as good as the data sources it draws from and the programmers that set its rules.

Math 60

Math Startups Risk Management Compliance 60

CFO News Room

FEBRUARY 2, 2022

Michael: Well, relative to Zoe just makes things appear on your calendar and rough math, 20 to 30 leads a month can be 6 to 9 new clients a month, and so just you’re answering your phone and Zoe is making 6 to 9 new clients a month appear. Now, for a big firm, like you said, that math can work out really quickly.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Leadership Investments Entertainment 52

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

CFO News Room

NOVEMBER 17, 2022

We like to think about things, we like to research, we like to check things out, compliance. So, got to project this, got to model this, let’s run the numbers, let’s see how this would work, what the math would boil out to for my situation. What are the ways we hide? Even the analogy you used. Well, yeah.

Planning 130

Planning Numbers Math Strategic Planning 130

CFO News Room

NOVEMBER 22, 2022

And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.”

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And part of the reason we don’t sell anything else is because I came from the world where there was tons of compliance, tons of paperwork.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

SEPTEMBER 19, 2022

And from a public market, that sounds like it’s a compliance and conflict nightmare. And you know, the only thing math works on recognition by peers, and there’s some prizes. And yet, the amount of math that’s been produced over the last, you know, few decades is just mind-blowing extraordinary.

Valuation 117

Valuation Investments Marketing Technology 117

CFO News Room

DECEMBER 13, 2022

They call it whatever compliance tells them to call it. Their compliance has to approve everything. Again, if you’re thinking 60 or 90 prospects, and if you only convert 20%, and if you just think the average case being $500,000 to $1 million, you can quickly do the math and go, “Well, this makes money.”

Planning 130

Planning Profit and Loss Leadership Numbers 130

Barry Ritholtz

JANUARY 24, 2023

RITHOLTZ: So it’s different math then I need 100x winner versus 99? RITHOLTZ: So I know we’re not going to talk about performance and returns because of the normal compliance headaches. We’ve never had a business — again, go out of business or not paying interest payment. KLINSKY: Yeah.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

PYMNTS

OCTOBER 29, 2019

A “tool that helps them ingest information about their debt (whether it’s student loans, personal loans, or even monthly utility bills), does the math about the right order in which to pay them off, and automatically pulls the right amount out of each paycheck to make the monthly payment would be hugely impactful.” .

Startups 40

Startups Math Compliance Investments 40

CFO News Room

NOVEMBER 29, 2022

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? This is a whole separate thing that you own? Anh: So, it is a separate practice. Anh: Right.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 6, 2022

And if you went through the math, it gave us hundreds of hours that a typical firm would spend. I’m going to launch an RIA just so that I cannot be worried compliance-wise that I’m giving advice that I shouldn’t be.” And we can run all the math about how to do that.” ” Natalie: Totally.

Planning 130

Planning Budgeting Investments Communication 130

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Instead of surgically targeting only those bad dudes, and advocating the use of the software tools in place today that make compliance to state usury laws indisputable, the CFPB would rather take a sledgehammer to the entire industry.

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

Math 62

Math Currencies Startups Concentration 62

Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. I didn’t know what any of these terms meant. Capital rules were changing. Risk appetite was changing.

Investments 114

Investments Banking Advertising Finance 114

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. And at the time, I was managing Protege Partners as a hedge fund of funds. We were short subprime mortgages with John Paulson.

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. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? BERRUGA: Yeah.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

FEBRUARY 13, 2023

Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. How are we doing in literacy versus math versus science? I use immense amount of data and analysis.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

MARCH 27, 2023

There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. MIELLE: And they’re incentivized to advise you to put your money with the safe first, all-in-one shopping, you know, very well staffed compliance-wise, investor relation-wise companies.

Investments 109

Investments Restructuring Profit and Loss Finance 109

Barry Ritholtz

JUNE 27, 2023

And so it’s one of these things that math works. Tell us about Math for America that seeks to improve math education in US public schools. BORISH: So Robinhood Foundation, Math for America, those are the two not-for-profit boards that I sit on. So we’ve done two things at Math for America.

Math 56

Math Risk Management Profit and Loss Marketing 56

Barry Ritholtz

MARCH 21, 2023

ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. My mom was a math teacher so — RITHOLTZ: Okay. ASNESS: Yes.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

PYMNTS

JANUARY 30, 2017

The addition of MoneyGram — a very familiar and trusted American payments brand — to the equation, however, might just change the math a little bit, as it gives Alipay the opportunity to expose the American customer to the bigger world of the Alipay payments lifestyle. “We But in the U.S.,

Math 57

Math Entertainment Compliance Currencies 57

Barry Ritholtz

MAY 16, 2023

Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem. RITHOLTZ: I have a behavioral finance list.

Leverage 111

Leverage Investments Valuation Finance 111