Barry Ritholtz

MAY 9, 2024

No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 2 Sure, you can claim mainstream media is bad, but social media is worse. The dumbest idea ever!

Math 130

Math Investments Auditing Securities 130

Barry Ritholtz

SEPTEMBER 7, 2022

She is the president of the New York Stock Exchange, the world’s largest, with over 2,400 listed companies for a combined market cap of about $36 trillion. It could be — if they’re a foreign company, they will look at their home markets as well. Is it the investment bank? RITHOLTZ: That’s interesting.

Communication 117

Communication Marketing Math Technology 117

PYMNTS

DECEMBER 6, 2016

He explained that the automotive industry is the one place where the concepts of IoT can be made very real to the mass market — where they will be able to see it, understand it and really feel its impact. That presents a very real threat, both to market adoption of the technology and also to the individuals in the car,” McCammon stated.

Math 80

Math Advertising Securities Technology 80

PYMNTS

JULY 12, 2018

-based wireless carriers said this would stop sharing such location-based consumer data to some controversial data aggregators , a move that is part of the increasing attention that consumers, and their lawmakers, are paying to privacy and security in this digital age. Different Methods. It helps me keep my engineers honest,” he joked. “If

Advertising 40

Advertising Math Construction Education 40

Onplan

DECEMBER 28, 2021

NoMoreOffice has a 80-person team scattered around the country; 60 are already remote, and 20 work in one of three offices: a 5-person marketing team in Utah; 10-person customer service team in Arkansas; and 5 sales reps in Florida (see screenshot below). Let’s look closer at the headcount math. Current staff.

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

PYMNTS

JULY 13, 2018

-based wireless carriers said they would stop sharing such location-based consumer data to some controversial data aggregators , a move that is part of the increasing attention that consumers, and their lawmakers, are paying to privacy and security in this digital age. Different Methods. It helps me keep my engineers honest,” he joked. “If

Advertising 40

Advertising Math Construction Education 40

PYMNTS

MARCH 17, 2017

The movement toward financial inclusion, and toward a consumer experience that is seamless and intuitive and secure, is one that brings companies to share process and perhaps even prosperity. So take all the security, administrative and efficiency problems that come with being cash only — but writ large. Connectivity and Collaboration.

Math 41

Math Securities Auditing Communication 41

PYMNTS

JUNE 14, 2019

The news follows big next-day delivery announcements from both Walmart and Amazon — in a week where both retailers had a lot of news about repositioning themselves in the market and reporting some pretty major changes. Big Debate Of The Week: Did Amazon’s Estimated Online Market Share Just Drop? market share. market share.

eCommerce 40

eCommerce Retail Leverage Startups 40

Barry Ritholtz

JANUARY 9, 2024

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. And so the thing we were doing was sort of solving like often securities law or tax or accounting problems for people with like derivatives. So like a component of it was like the standard derivatives math, right?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

Onplan

DECEMBER 28, 2021

NoMoreOffice has a 80-person team scattered around the country; 60 are already remote, and 20 work in one of three offices: a 5-person marketing team in Utah; 10-person customer service team in Arkansas; and 5 sales reps in Florida (see screenshot below). Let’s look closer at the headcount math. Current staff.

Planning 52

Planning Financial Planning and Analysis (FP&A) Forecasting Math 52

PYMNTS

NOVEMBER 29, 2017

If they want to look legitimate, said Frechtling, then bad guys must manage their core business by the same four business fundamentals as good guys: marketing, sales, operations and receivables. Scalable costs are investments made so that the business is easy to find for those who want it. Second, holistic evaluation is necessary.

Math 46

Math Communication Sales Transportation 46

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. How firms can best leverage their internal data to improve the number of client referrals they receive.

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

DECEMBER 1, 2022

And while these tools are marketed as helping advisors become more efficient, advisors often wonder if technology helps them offer better financial planning or if it simply serves to systematize outreach to more clients with depersonalized and less insightful advice. How Lead Generation Stalls Financial Technology Market Penetration [01:46].

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

NOVEMBER 15, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. Stacey: Thank you.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 15, 2022

Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy. And when he had to pay above-average advisors average compensation, someone picked them off, because it’s a competitive talent market. If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. I didn’t know a whole lot about markets or stocks. So that was my initial foray into the investment business. SEIDES: That was my true investment MBA. He said, “You’re not going to learn anything about investing.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

The Charity CFO

FEBRUARY 9, 2022

Note: Cryptocurrency is digital currency secured by a technology called a blockchain that records every transaction made involving the currency. The global cryptocurrency market cap peaked at over 3 trillion dollars in November 2021. Early crypto investors are already investing in innovative ways to change human behavior and society.

Nonprofit 98

Nonprofit CFO Currencies Math 98

PYMNTS

MARCH 14, 2016

It’s secure, it’s cheap, it’s faster than a speeding bullet. When anyone talks about two-sided markets, two-sided networks, platforms or the sharing economy, they are really talking about multisided businesses. Their platform just isn’t creating enough value — solving a big enough market friction — to get any momentum.

Startups 43

Startups Economics Math Securities 43

CFO News Room

NOVEMBER 18, 2022

In an interview with Lynn Parramore of the Institute for New Economic Thinking, Nomi Prins takes up and extends the argument that she has made over a series of books, that central bankers are ever-more administering policies that are good for the markets but very bad for the real economy and real people. But that was just a small part of it.

Banking 100

Banking Economics Leverage Currencies 100

CFO News Room

DECEMBER 27, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? Obviously that’s dropped a little bit this year with the market.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

Barry Ritholtz

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4

Investments 60

Investments Marketing Numbers Risk Management 60

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

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. And you know, I love markets.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

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

DECEMBER 13, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And I had some great mentors, and they taught us about insurance, and investments, and prospecting. And he flat out told me he wasn’t going to invest the time into me. I had no natural market.

Planning 130

Planning Profit and Loss Leadership Numbers 130

PYMNTS

JANUARY 4, 2019

markets are closed. The math shakes out thus: Each token is equivalent to one share in a particular company and the holder has the right to receive dividends, even though, as Bloomberg noted, “the companies themselves are not involved.”. We believe that this is the beginning of the traditional market’s merge with blockchain technology.

Math 62

Math Securities Marketing Numbers 62

CFO News Room

NOVEMBER 29, 2022

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

Leverage Planning Concentration Tax Planning 130

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. Executive Summary. Dan: It’s interesting.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

MAY 30, 2023

I went home, got my mother, I sold my mother on making a $40 investment. I made $300 a week on a $40 investment. Import, export, finance, marketing, wholesale, retail, customer service, security, territory, logistics. BRYANT: So money, unlike math, money is highly emotional. BRYANT: Social Security is 65.

Economics 56

Economics Education Profit and Loss Banking 56

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more?

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 23, 2022

I talked to Lenore Blum , she was one of the first professors of math at Berkeley, and she was talking about how difficult it was and how eventually her contract was not renewed, how she was almost kicked out of her next university, before she went on to a great career and success. And so we’re going to continue to invest in and grow that.

Leadership 130

Leadership Technology Math Numbers 130

Barry Ritholtz

JUNE 6, 2023

You get a scholarship in high school, you put it in the stock market, and immediately lose half. SETHI: And all these this media about how the stock market was going up 15 percent a week. SETHI: And you know, for a 17-year-old kid, that’s a lot of money I put in the stock market, and I lost half of it within weeks.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

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

Barry Ritholtz

MARCH 27, 2023

And so that’s when I thought, you know, there might be a hole in the market. I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. Tell us a little bit about what it was like to wade into the world of distressed investing for bonds?

Investments 109

Investments Restructuring Profit and Loss Finance 109

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

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Anything else?

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56