CFO News Room

NOVEMBER 22, 2022

CHRISTINE PORATH: Well, the stories were actually quite terrible, particularly in places like healthcare. I would have to say the extreme as far as at least intensity, and then how often people are witnessing it though, healthcare was a big one that popped. ALISON BEARD: And what are some of the stories that you heard from them?

Healthcare 100

Healthcare Education Concentration Planning 100

PYMNTS

SEPTEMBER 23, 2019

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. A study from the Cuna Mutual Group found that CU membership has increased 3.5 percent within the past year, total assets have risen 6.4

Concentration 63

Concentration Leverage Healthcare Advertising 63

PYMNTS

OCTOBER 29, 2018

Subscription plans can be purchased as either a monthly or yearly plan. “An TAO, which stands for Therapy Assistance Online, offers subscribers access to screening services, video conferencing with mental health professionals, educational modules, gamified tools and other interactive resources that can be accessed via smartphone.

B2C 55

B2C Education Concentration B2B 55

CFO News Room

NOVEMBER 29, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Leverage 130

Leverage Planning Concentration Tax Planning 130

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? And big consumer and healthcare. Whereas the ETF is designed to be a more straightforward s and p 500 US only equity strategy 00:29:26 [Speaker Changed] And it’s concentrated 35 large cap stocks. It’s great to be here. Let, let, let’s start there. There’s no magic to that.

Valuation 52

Valuation Investments Finance Math 52

PYMNTS

FEBRUARY 28, 2019

and have reach that expands into consumer finance, insurance, healthcare, higher education, utilities, government and mortgage. When the acquisition is completed, ACI plans to combine Speedpay and UP Bill Payment platforms into a unified bill payment platform that will support billions of transactions. All in, the U.S.

Concentration 79

Concentration Currencies Healthcare Education 79

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, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question. RITHOLTZ: Yeah.

Investments 60

Investments Marketing Numbers Risk Management 60

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. It’s part of their own tax planning. SEIDES: So it’s Hartford HealthCare. ” One about five years ago, I’m planning a trip to Silicon Valley. 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? CHABRAN: Obviously, food, energy, housing, and not even talking about school, healthcare, and obviously in Europe we have a totally different environment about this matter. RITHOLTZ: Yes, I can imagine.

Investments 56

Investments Banking Entertainment Valuation 56

Barry Ritholtz

MARCH 26, 2024

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. You get a BA in economics and poli sci from the University of Delaware.

Investments 56

Investments Marketing Concentration Economics 56

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

APRIL 11, 2023

RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. I create these concentric circles for people who have time and say, if you have this much time, try these extra things. DAMODARAN: You know, healthcare, they have little experiments that they’re running.

Valuation 114

Valuation Education Finance Investments 114

CFO News Room

DECEMBER 12, 2022

If you are planning to travel on Xmas, do consider your plans carefully. * * *. • December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. Healthcare. I would bet that speckling of red in Utah is sky country. Stay safe when travelling. Current: 185.

Concentration 130

Concentration Accounting Numbers Healthcare 130

CFO News Room

JANUARY 10, 2023

the department said that the new IDR plan would require borrowers to pay no more than 5% of their discretionary income monthly on their undergraduate student loans — down from the current 10%, and it would also prevent interest from adding onto a borrower’s principal balance. Wowsers. ” We don’t hear much from him.

Concentration 130

Concentration Education Healthcare Budgeting 130

CFO News Room

DECEMBER 29, 2022

And the Democratic governor of California, Gavin Newsom , announced he would not run, regardless of President Joe Biden’s plans. How the Hill’s newest progressives plan to wield power” [ Politico ]. “An If you are planning to travel on New Year’s, do consider your plans carefully. * * *. Suck up, kick down. * * *.

Healthcare 130

Healthcare Economics Numbers Concentration 130