CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. But he was wonderfully successful in the insurance environment.

Planning 130

Planning Communication Profit and Loss Education 130

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 at the time, Ameriprise had rules around you had to be within a certain number of miles from your primary office, and if you weren’t, you couldn’t be associated with that office anymore.

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. Ken Rogoff is an esteemed professor of economics at Harvard University. Its infrastructure is highly concentrated in China – 70 percent of all mining capacity is located there and controlled by four mining companies in China.

Currencies 41

Currencies Banking Accounting Budgeting 41

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. And so, that can move the numbers, as well. And so, that can move the numbers, as well. Where do you derive your numbers from? And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Accounting Marketing 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 wasn’t that typical person that did a number of, you know, internships during the summer, had that …. It was at Bank One, at the time. BITTERLY MICHELL: … was — no, no.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. Less, 20, 30%? And — RITHOLTZ: What?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. These are big numbers.

Investments 57

Investments Numbers Risk Management Concentration 57