CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

FEBRUARY 6, 2024

What, what was the career plan? There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. And big consumer and healthcare. It’s great to be here.

Valuation 52

Valuation Investments Finance Math 52

CFO News Room

FEBRUARY 6, 2022

And it says it has a plan to make that possible: deregulate the market to increase competition. At present, just four manufacturers control 84% of the hearing-aid market, according to the Open Markets Institute, a think tank critical of corporate concentration. Has corporate concentration raised prices for you? Why or why not?

Concentration 130

Concentration Profit and Loss Manufacturing Economics 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. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. SEIDES: So it’s Hartford HealthCare. SEIDES: I was independent. SEIDES: Oh no.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

JUNE 13, 2023

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? During COVID, rather than just a monetary response, we saw a massive fiscal response, which seemed to have really helped across the entire economic strata, especially the middle class. RITHOLTZ: Right.

Investments 57

Investments Banking Entertainment Valuation 57

Barry Ritholtz

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments.

Investments 57

Investments Marketing Concentration Economics 57