Remove Education Remove Leverage Remove Numbers Remove Profit and Loss
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Transcript: Steven Klinsky

Barry Ritholtz

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. RITHOLTZ: Right.

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Transcript: Tim Buckley, Vanguard’s CEO

Barry Ritholtz

And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? But the true change comes when, hey, you know what, those loyal to that technological change figure out over not one, two, but three, five years, how to drive change and how to leverage it. BUCKLEY: Yeah.

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Deploying A Multilayered Fraud Prevention System During The COVID-19 Pandemic

PYMNTS

Studies have shown that more than half of all banks recover less than 25 percent of related losses, and FIs have reported a 59 percent growth in fraud value and a 61 percent increase in fraud volume since 2015. million in losses. Employee and customer education is the first defense banks should leverage to prevent attacks, she said.

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Weekend Reading For Financial Planners (Dec 24-25) 2022

CFO News Room

We also have a number of articles on spending and budgeting: Why advisors might want to consider using a client service calendar to organize the wide range of services they provide for clients throughout the year. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.

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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area.

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Transcript: Tom Rampulla

Barry Ritholtz

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years.

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Gamestop and Robinhood – A technical discussion

Finvisage

Thats why I say this is also very educational. Derivative contracts make it possible to multiply the impact of the short making it possible to profit from a short position larger than the actual shares borrowed. During the pandemic and lockdowns, with people stuck at home and schools closed, wasn’t a gaming company due to make profit?