PYMNTS

OCTOBER 28, 2016

The math comes out to one per week. Even after years of effort and hundreds of millions in VC capital invested, digital currency continues to have one major weakness: The world of bitcoin is desolate. The average rate of a new bitcoin ATM? The Seattle-based company said it aims to make bitcoin an accessible and useful payment method.

Math 78

Math Currencies Compliance Retail 78

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

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. Different Methods. Tutela does things differently from wireless carriers, Macdonald said.

Advertising 40

Advertising Math Construction Education 40

Barry Ritholtz

SEPTEMBER 7, 2022

MARTIN: Fortunately, technology has been significantly advanced. RITHOLTZ: So when you say technology, it’s the technology at the New York Stock Exchange, as well as the technology at all the companies that are trading? Is it the investment bank? RITHOLTZ: That’s interesting. MARTIN: Absolutely.

Communication 119

Communication Marketing Math Technology 119

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. Different Methods. Tutela does things differently than wireless carriers, Macdonald said.

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

Barry Ritholtz

JANUARY 9, 2024

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? And so like, you know, I got there and I learned derivatives math, right? Everything is securities fraud.

Mergers and Acquisitions (M&A) 52

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

PYMNTS

AUGUST 5, 2016

So sizzles all the way around – unless, of course, you’re one of the ones asking banks to invest in a real-time payments capability that does exactly the same thing. Perhaps the most glowing of reviews is related to the iris scanning technology that eliminates the need to have a fingerprint unlock the phone. Iris Scanning.

Profit and Loss 43

Profit and Loss Currencies Accounting Securities 43

PYMNTS

NOVEMBER 29, 2017

An ongoing explosion of technologies, business models, payment types, platforms and services has made 2017 into something of a golden age for businesses, said Frechtling, but illegitimate operations are also benefitting from those innovations. Scalable costs are investments made so that the business is easy to find for those who want it.

Math 46

Math Communication Sales Transportation 46

CFO News Room

DECEMBER 17, 2022

But in the world of financial advice, there so far has been little regulation on advisor titles ( unless someone tries to call themselves an “investment counselor”, which ironically is still regulated under the Investment Advisers Act of 1940 ).

Education 130

Education Planning Benchmarking Investments 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. None of us are competing with a technology firm that has 200 engineers and $100 million of venture capital. If they were that good, were you paying them at that level?”

Math 130

Math Planning Benchmarking Technology 130

PYMNTS

MARCH 14, 2016

Well, it is “an innovative new payment platform created to transform the payments industry by drastically altering the economics through Internet-based technology, generating significant consumer benefits.” It’s secure, it’s cheap, it’s faster than a speeding bullet. Is it one those amazing blockchain things?

Startups 43

Startups Economics Math Securities 43

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.

Leadership 130

Leadership Math Planning Securities 130

The Charity CFO

FEBRUARY 9, 2022

But maybe you’re a bit wary of the technology. Note: Cryptocurrency is digital currency secured by a technology called a blockchain that records every transaction made involving the currency. Early crypto investors are already investing in innovative ways to change human behavior and society. Third-Party Processor.

Nonprofit 98

Nonprofit CFO Currencies Math 98

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

PYMNTS

MAY 15, 2017

It should be a call to action to the cybersecurity regulators that, when innovation — even intellectually and technologically sophisticated innovation — goes off the rails, it’s time to give a good hard look with an eye to reining it way, way in. Bitcoin is a fascinating technology on the merits. That means bitcoin.

Math 62

Math Currencies Startups Concentration 62

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. It’s not the safest thing to do, nor is it the most financially sophisticated, but it makes some people feel secure. In Q1 of 2016 , total investments in bitcoin and blockchain ventures was $160.7

Currencies 41

Currencies Banking Accounting Budgeting 41

CFO News Room

NOVEMBER 18, 2022

If there was a transparent use for a company that had value to shareholders, they would be willing to effectively invest their money in order for that company to do what it does to grow whatever it’s growing. It’s because those billionaires are invested in markets that their wealth is propelling up so much. That’s just the math.

Banking 100

Banking Economics Leverage Currencies 100

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

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 61

Investments Marketing Numbers Risk Management 61

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

PYMNTS

JANUARY 4, 2019

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. The mechanics?

Math 62

Math Securities Marketing Numbers 62

CFO News Room

DECEMBER 27, 2022

We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? The best technology I had at that point was my mobile printing machine. So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 13, 2022

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 would, no kidding, explain the financial planning process, the impact of inflation, the rule of 72, investment 101, insurance 101. Terry: Exactly.

Planning 130

Planning Profit and Loss Leadership Numbers 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. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 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 57

Economics Education Profit and Loss Banking 57

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) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

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

JUNE 6, 2023

I find that profoundly interesting because we sometimes will say it’s about money, it’s about time, but deep down there are deeper reasons and so being at Stanford and being able to study a science technology and society and psychology and sociology, that really allowed me to understand more of why we do what we do. SETHI: Yes.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

MARCH 27, 2023

Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. 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 110

Investments Restructuring Profit and Loss Finance 110

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

CFO News Room

NOVEMBER 8, 2022

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.

Restructuring 130

Restructuring Planning Accounting Marketing 130

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 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. And I was a math nerd as a kid. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Things get worse at one of the companies that I’ve invested in. Let, let’s start with your background.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

PYMNTS

MAY 11, 2016

The Knot used math to determine its most recent average cost of a wedding in the U.S. Many companies are finding that the best way to reach millennials that are planning to head down the aisle is, by no coincidence, through their hearts — specifically, their love of technological convenience. What’s the “Real” Average Wedding Cost?

Math 40

Math Retail Advertising Planning 40

Barry Ritholtz

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , is below. Brad Gerstner is a founder and investor in technology startups. They invest primarily in private and public companies. They just made great investments. I have an extra special guest. Fiaco Cutler Capital.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

SEPTEMBER 26, 2022

Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. And if you are at all interested in technology, venture, startups, entrepreneurship, I suspect you will also. With “The Rise of the Rest,” we’ve now made 200 investments, 100 different cities.

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Startups Investments Healthcare 65