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.

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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.

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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.

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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.

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Barry Ritholtz

FEBRUARY 13, 2023

So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. So I think there are 4,800 equities, different securities globally. And so whenever we build a portfolio, we think about every security has a tail to it. Was that the basis?

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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.

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Barry Ritholtz

MARCH 27, 2023

I invest less because I’m interested in what widgets a company does, and more in the capital structure and how to position yourself, what the other guy is going to do at the bond level or senior secured level, and how to position yourself to make money. That’s the thrill to me. MIELLE: Exactly. RITHOLTZ: Right.

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Barry Ritholtz

MARCH 21, 2023

But within the market, the so-called security markets line is pretty much entirely flat and has been in sample and out of sample for a ridiculously long amount of time, in a ridiculously large amount of places. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. RITHOLTZ: Right.

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Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. I don’t bring my ID to the office, and I have to get the security guard to look me up in the system. That’s right.

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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., operations.”.

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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.

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CFO News Room

DECEMBER 16, 2022

California attorney Harmeet Dhillon has emerged as the MAGA favorite to challenge McDaniel, who secured commitments from more than 100 of the RNC’s 168 voting members earlier this month. It is math, but it’s practicing racial discrimination. The Bezzle: “CEOs React To Arrest Of Sam Bankman-Fried” [ The Onion ]. The deck: “Allegedly.

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