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Transcript: Albert Wenger

Barry Ritholtz

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 117
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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

sales positions), which unfortunately makes it easier for those who take full-time sales jobs with no real financial planning to meet the experience requirement than those who take part-time paraplanner jobs as career changers even though it provides far more meaningful financial planning experience.

Education 130
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At the Money: Benefits of Quantitative Investing

Barry Ritholtz

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard.

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Betting On Style For The Short-On-Time

PYMNTS

It’s a tempting value proposition: fashion made easy by handing off the curation to those with the time, skill and interest in turning around on-point looks — and all with minimal investment of intellectual energy on the part of the consumer. million in clothing sales and fees last year, and but also its active client base of 2.2

Math 40
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Sizzle Or Fizzle: Walmart Pays Pays Off, Marketplace Lending Falls Off

PYMNTS

Now if we only knew the denominator and could do the math to see what those numbers really look like. Holiday Weekend Sales For Etsy. Zenefits’ Valuation Cut. By having a reset in valuation, it could be argued that the firm is offering payment of sorts for its own past behavior. Next time, guys? SMB Working Capital.

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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

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.

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Restructuring Compensation And Roles To Align For Growth

CFO News Room

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.