CFO News Room

NOVEMBER 22, 2022

I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” And the economics, they ultimately worked out long term.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. It was at Bank One, at the time.

Investments 116

Investments Marketing Profit and Loss Banking 116

CFO News Room

DECEMBER 6, 2022

I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. And we can run all the math about how to do that.” Natalie: Right. Michael: Right? Is it insurance?

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. What was interesting was I had said to him, “Well, let’s make this really educational. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. RITHOLTZ: Sure, they’ve been around for a long time.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52