Remove Concentration Remove Leverage Remove Numbers
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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130
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1060: Reaching Unicorn Status Through Innovation | Emma Seymour, CFO, Deputy

CFO Thought Leader

Looking back, Seymour tells us she has consistently applied a storytelling through numbers philosophy. If I was to give you a little bit more color on what that means, we leverage demand forecasting to help businesses schedule the right number of employees at the right time.

CFO 52
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Members’ Profile: Anne-Marie de Bruin 

CFO Talks

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO 98
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Weekend Reading For Financial Planners (June 29-30)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Nonetheless, respondents (particularly those in younger generations) do not see this as an either-or choice, but rather anticipate benefitting from working with human advisors who leverage AI tools for certain tasks (e.g., detecting fraud or analyzing data) to provide a better client experience!

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At The Money: Are Hedge Fund Right For You?

Barry Ritholtz

Anyone who puts up like really big numbers wildly outperforming the market sort of gets feted by the media, and then they sort of fade back into what they were doing. They were leveraged so this wasn’t like a bad year, this was a wipeout. Concentration, leverage, and illiquidity. Has nothing to do with 68%.