PYMNTS

JANUARY 27, 2017

Jiobit, a technology startup based out of Chicago, makes something that seems like every parent, from those expecting to empty nesters, will want or wish they’d had. Jiobit hopes to change that with its flagship tracker by leveraging wireless technology and machine learning that adapts to a child’s daily behavior.

Startups 40

Startups Math Transportation Leverage 40

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Investments 56

Investments Math Risk Management Benchmarking 56

Barry Ritholtz

FEBRUARY 6, 2024

I love finding these people who are just absolute rock stars within their space that most of the investing public probably is not familiar with, haven’t heard about them. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. Really fascinating guy.

Valuation 52

Valuation Investments Finance Math 52

PYMNTS

MAY 19, 2016

In a hush-hush manner similar to Apple’s, the online retail giant reportedly made the move the previous year, but it didn’t get confirmed (more or less) until April, when the artificial intelligence image recognition technology startup Orbeus all but said (without actually saying it) that it was super-psyched to have been acquired by Amazon.

Math 46

Math Startups Retail eCommerce 46

PYMNTS

FEBRUARY 2, 2017

All toys selected will in some way be related to science, technology, engineering and math. In keeping with its recent push to own its own shipping and logistics space, Amazon recently announced plans to build its first cargo air hub. The company is pulling out all the stops to up the convenience factor.

Math 51

Math Transportation Education Retail 51

PYMNTS

MARCH 30, 2020

The construction and manufacturing sectors were the most bullish, as consumers bought new houses and invested in improving the ones in which they were living. Even technology firms have been hit — with firms out of business, or at least not in business the way they once were, firms aren’t spending money. Doing The Math.

Construction 92

Construction Sales Math Manufacturing 92

PYMNTS

JULY 13, 2017

We love new technologies, particularly when they fit so naturally into household planning.”. and has plans to expand the service to its fourth and final location in the state, Northborough. The company has plans to open two new Massachusetts locations by 2018. “We In Other News….

Math 40

Math eCommerce Planning Startups 40

PYMNTS

JULY 13, 2018

Hunter Macdonald, CEO and co-founder of Tutela Technologies , a seven-year-old Canada-based firm that collects and sells what he calls “crowdsourced” mobile data, shares his thoughts on how the data it collects could impact payments and commerce. It helps me keep my engineers honest,” he joked. “If

Advertising 40

Advertising Math Construction Education 40

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. At a more intricate level, it meant using that mobile technology to give customers greater transparency into their financial lives. “We What Powers Petal. about their vision,” Gross noted.

Math 53

Math Education Compliance Forecasting 53

Barry Ritholtz

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

PYMNTS

JULY 12, 2018

Hunter Macdonald, CEO and co-founder of Tutela Technologies , a seven-year-old Canada-based firm that collects and sells what he calls “crowdsourced” mobile data, and his thoughts on how the data it collects could impact payments and commerce. It helps me keep my engineers honest,” he joked. “If

Advertising 40

Advertising Math Construction Education 40

PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. Moreover, as Amazon is continually increasing its investment in delivery logistics, they are appearing as more a competitor on the horizon than a collaborator. The firm is also investing $1.5 market share. Amazon led that round.

eCommerce 40

eCommerce Retail Leverage Startups 40

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. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

DECEMBER 6, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

DECEMBER 15, 2022

Many advisors have focused on obtaining deeper levels of expertise in broader areas and offering more in-house planning services in those areas (e.g., tax and estate planning) to differentiate themselves. Just the math of an advisory firm only goes so far at the end of the day.” Read More +. Read More +.     .

Math 130

Math Planning Benchmarking Technology 130

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

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. And so my plan was actually to quit and not do anything and figure out what my next step was.

Mergers and Acquisitions (M&A) 52

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

Barry Ritholtz

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Kids that have an interest in investing.

Investments 56

Investments Finance Education Numbers 56

Barry Ritholtz

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. What was the original career plan? What can I say about Julian Salisbury?

Investments 114

Investments Banking Advertising Finance 114

CFO News Room

DECEMBER 5, 2022

Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

FEBRUARY 1, 2023

With all of the investments in time and money and with experienced boards and CEOs at the helm, why are companies unprepared or why do they make the wrong choice when it comes to succession? The basic math of CEO succession is as simple as it is unforgiving. Timing is everything. Establish clear roles.

Leadership 130

Leadership Math Planning Securities 130

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. Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Emily Rassam.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 13, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 29, 2022

The continuation of technological process continues to complicate the world. That as time has passed, the implications of technology get more and more complex and nuanced, and every leader has to deal with that right now. And I am a lover of math. I was a math nerd in high school. Math is one of my favorite tools.

Nonprofit 130

Nonprofit Math Economics Valuation 130

CFO News Room

DECEMBER 27, 2022

or how the limiting of in-person workshops during the pandemic has inspired John to offer financial planning and has increased opportunities for his firm to grow and scale even further, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Stokes. Author: Michael Kitces. Team Kitces. Nice to meet you.

Mergers and Acquisitions (M&A) 130

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

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Rogoff has a plan for how to rid the world of the 3,000-year-old artifact that he believes has passed its prime. In Q1 of 2016 , total investments in bitcoin and blockchain ventures was $160.7

Currencies 41

Currencies Banking Accounting Budgeting 41

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. My guest on today’s podcast is Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 114

Investments Marketing Profit and Loss Banking 114

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. I went home, got my mother, I sold my mother on making a $40 investment. I made $300 a week on a $40 investment. RITHOLTZ: Right.

Economics 56

Economics Education Profit and Loss Banking 56

Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. There are few people in the world better situated to discuss commercial real estate investing from every perspective. I like the idea of kind of urban planning.

Investments 103

Investments Marketing Transportation Finance 103

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. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group.

Investments 60

Investments Marketing Numbers Risk Management 60

CFO News Room

NOVEMBER 23, 2022

HBR editor in chief Adi Ignatius sat down with Roslansky in this episode of our video series “ The New World of Work ” to talk about: How women can survive and thrive in stereotypically “bro” industries like the technology sector. And so there’s some work that will be done there, but technology is only making this easier over time.

Leadership 130

Leadership Technology Math Numbers 130

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. He helps to oversee $2.5 RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 56

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