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

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 116

Investments Marketing Profit and Loss Banking 116

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 57

Investments Banking Entertainment Valuation 57

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

They had the access to loss and excel really. And I think that’s a loss. 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.

Valuation 115

Valuation Education Finance Investments 115