PYMNTS

JUNE 23, 2019

And DigitalMint has announced a partnership with multinational convenience store chain Circle K , launching 20 bitcoin ATMs across Arizona and Nevada as part of pilot program. “We Partnering with DigitalMint allows us to provide our customers with seamless access to bitcoin at a very reasonable price.”.

Currencies 40

Currencies Finance Securities Investments 40

Barry Ritholtz

AUGUST 29, 2022

Eric Balchunas is someone I’ve known from both the ETF industry and Bloomberg for, I don’t know, a decade or two, and we hang out in a lot of the same circles. And in ’08, McNabb logs in and he hears not just nervous clients, but nervous customer service reps. I have an extra special guest. Am I going to lose my job? BALCHUNAS: Yeah.

Profit and Loss 64

Profit and Loss Marketing Investments Benchmarking 64

CFO News Room

NOVEMBER 15, 2022

So, we have what’s called a customer service account. I will say the transition team at Commonwealth, I’ve gone full circle with the same transition coordinator that I worked with in 2010, has now transitioned us to IAR only and RIA only. We’ll help them with their 401(k) allocation. Last year, it was 30%.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

NOVEMBER 29, 2022

So, I will say a client that comes in whose company is about to go IPO and they have never met with the financial advisor probably has a lot more planning than somebody coming in that’s got a 401(k) plan and is looking to retire. We have a lot of customized portfolios because of the nature of our clients’ portfolios.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

MAY 30, 2023

RITHOLTZ: I like that, I like a tale, we tend to learn more from our mistakes than we do from our successes, but we’ll circle back to that in a bit. Import, export, finance, marketing, wholesale, retail, customer service, security, territory, logistics. RITHOLTZ: That’s an attractive customer to anybody.

Economics 56

Economics Education Profit and Loss Banking 56

Barry Ritholtz

DECEMBER 12, 2023

Second set of things sticking to a circle of competence. And so part of success in investing is to stick to things that work for you and Barry Ritholtz : 00:15:19 [Speaker Changed] Stay within your, your circle of confidence. But it’s really more about customer choice. We Fidelity strives to be customer driven.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

NOVEMBER 21, 2023

Now’s the time I had soft circled a couple hundred million dollars from some endowments. It was full of ads, about 4 0 1 K providers and everything else. And 10,000 or so cus customers, the biggest companies in the world like Apple, JP Morgan, et cetera, have entrusted their mission critical data with Snowflake.

Investments 98

Investments Marketing Startups Accounting 98