PYMNTS

NOVEMBER 20, 2017

He didn’t think much of math and science — rather unusual given his choice of a profession that uses complicated math formulas to communicate. Amazon not only coined the term one-click checkout , but filed a patent for it in 1997 and secured it in 1999. Walmart Pay has been in the market for about a year and a half.

Retail 54

Retail Math Leverage Economics 54

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. Also consider the merchant’s marketing efforts. A front business will likely have only superficial marketing and lack a rich online signature.

Math 46

Math Communication Sales Transportation 46

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 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 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. 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.

Education 130

Education Planning Benchmarking Investments 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 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., Get notified of the latest episodes (and all our research as it’s released!) Check out our FAS resource page !

Mergers and Acquisitions (M&A) 130

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

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? I had no natural market. Get notified of the latest episodes (and all our research as it’s released!) Check out our FAS resource page ! Full Transcript: Michael: Welcome, Terry Parham Jr.,

Planning 130

Planning Profit and Loss Leadership Numbers 130

Barry Ritholtz

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. And you know, I love markets. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. I had the chance to be part of some very interesting transactions in the banking space.

Investments 60

Investments Marketing Numbers Risk Management 60

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

CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

DECEMBER 20, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning. Get notified of the latest episodes (and all our research as it’s released!)

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

MARCH 27, 2023

And so that’s when I thought, you know, there might be a hole in the market. It can be even a change in regulation or in market, where suddenly volatility picks up and the interest of bondholders and shareholders are at odds. It’s just the bonds were trading horribly, just because liquidity was gone for the market.

Investments 109

Investments Restructuring Profit and Loss Finance 109

PYMNTS

OCTOBER 16, 2017

The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. Bitcoin’s infrastructure is highly concentrated and not all that secure.

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

Barry Ritholtz

MARCH 21, 2023

So your doctoral thesis asserted that consistently beating market averages was attainable by exploiting both value and momentum. Because, you know, there’s this constant fight in academia, if you believe something works, does it work because markets are efficient in its compensation for risk, or for behavioral reasons?

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record. HOFFMAN: Yeah, but markets peaked, would turn out to be a peak on I think February 18th or 19th.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. And luckily there was a bull market. LINDZON: Just hating the market. Pretty nice.

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

NOVEMBER 15, 2022

And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. But he also has an incredible depth of knowledge about market structures, about what people get wrong about thinking about systems, about what we get wrong about humans, and capitalism and finance. NADIG: Yeah.

Finance 107

Finance Investments Math Marketing 107

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Marketing 107

Marketing Treasury Banking Profit and Loss 107

Barry Ritholtz

SEPTEMBER 26, 2022

You need to read all of the following article: “The flawed math behind Elon Musk’s Twitter deal – An overleveraged billionaire’s bid for an overvalued company may signal the last gasp in an age of magical thinking about markets” – Washington Post. People are still buying Apple products because of Steve Jobs.

Math 128

Math Manufacturing Education Leverage 128