PYMNTS

MAY 15, 2017

market without further rigorous testing, citing concerns over the drug’s potential to penetrate a mother’s placenta and harm her unborn baby. Bitcoin uses math — and math equations that anyone can solve and see — to provide this cash-like feature. Speaking of math, doing it helps explain that big billion dollar-plus number.

Math 62

Math Currencies Startups Concentration 62

CFO News Room

DECEMBER 6, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And now, there are some jobs for advisors that simply want to be awesome service advisors and work for a firm that’s got a marketing process to bring those clients in to be served. Natalie: Hey, Michael.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

DECEMBER 5, 2022

Built around the presumption that tech could be so efficient that robos could charge 1/4 th of the price of human advisors and still be more profitable, at least at scale… and, at the same time, grow rapidly by capturing a market of consumers that traditional advisors couldn’t even afford to serve (i.e.,

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. Not just, “Here’s an insurance and investment mix. It feels amazing. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. Get notified of the latest episodes (and all our research as it’s released!) Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Accounting Marketing 130

PYMNTS

OCTOBER 16, 2017

It’s a storyline with some very strong parallels to the cryptocurrency stories being told and the investments that they now garner. These early advocates have stimulated a vast amount of investment into this vision; $1.7 billion has been invested into bitcoin/crypto-related ventures over the last eight years.

Currencies 71

Currencies Concentration Financial Systems Investments 71

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. It’s mark to market.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. And I was a math nerd as a kid. So again, so it came back out to the market and it held on to all the pieces except Danaher. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Tell us about that. Many years ago.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. HOFFMAN: Yeah, but markets peaked, would turn out to be a peak on I think February 18th or 19th.

Treasury 52

Treasury Economics Retail Entertainment 52