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.

Advertising 40

Advertising Math Construction Education 40

Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. And it’s a critical need.

Investments 56

Investments Math Risk Management Benchmarking 56

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. KLINSKY: Yeah. KLINSKY: Right.

Mergers and Acquisitions (M&A) 103

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

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

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

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., Never miss a Financial Advisor Success podcast episode!

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 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

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Author: Michael Kitces. Team Kitces.

Education 130

Education Planning Numbers Securities 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 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

PYMNTS

SEPTEMBER 5, 2018

4) said Chinese technology firm Baidu is working with Intel to combine their artificial intelligence and cloud technologies. The companies plan to apply their initiatives to a range of industries, including financial services (FinServ) and shipping. A press release on Tuesday (Sept. Those clouds run on Intel processors.

Securities 40

Securities Math Leverage Technology 40

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

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. A great example, you know, some of these things you can plan for and some you can’t. You begin in audit practice at KPMG.

Investments 114

Investments Banking Advertising Finance 114

Barry Ritholtz

NOVEMBER 22, 2022

RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? I was going to stay an engineer, wanted to learn more about marketing and you know, some operations around technology. And that’s why with AltFinance, you know, this is a long-term plan. SHAW: Well, it’s pure geometry. RITHOLTZ: Right.

Investments 56

Investments Finance Education Numbers 56

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. So the platform digital experience and technology is really, really critical as well. I was econ and kind of geeky.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus : 00:01:56 [Cathy Marcus] And I’m very fortunate that it worked out because there’s no plan B there. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I like the idea of kind of urban planning. You can see I did not study anything else.

Investments 103

Investments Marketing Transportation Finance 103

PYMNTS

MAY 16, 2016

It’s all about the math. More sales in a channel where margins are lower and fewer sales in an in-store channel where consumers buy more things that they hadn’t planned to buy and that probably aren’t on sale – isn’t exactly an environment that gives investors a lot of confidence long term. .

Retail 43

Retail Sales CFO Numbers 43

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. Was that something you were planning on doing or — RIEDER: No. technology, that was something to ride for a while. You know, the leverage in the system builds. The layoffs are happening in finance technology, the higher income jobs. That is hugely powerful.

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

MARCH 27, 2023

Was that where you plan to go? Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products. Is it technology, market structure? You get an MBA at Stanford.

Investments 109

Investments Restructuring Profit and Loss Finance 109

PYMNTS

OCTOBER 16, 2017

A launch date was planned. 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. Crowds had assembled for the launch. In concept.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

JULY 4, 2023

What were your early career plans? ” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

MARCH 12, 2024

Imagine setting up a platform with, you know, in 32 markets that has to buy each individual home and execute a CapEx plan on a 30, $40,000 CapEx plan on a home. So let’s, let’s talk a little bit about some data and technology you use. And so that’s, that’s where we’ve been.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

APRIL 8, 2024

And the newfangled technology was coming. Pretty much the same technology as today. And he had this game plan. How did that affect your plans going forward? Tell us a little bit about the plan for launching an independent economics research 00:09:15 [Speaker Changed] Shop. You, you saw it on the horizon.

Economics 56

Economics Marketing Forecasting Numbers 56

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So strap yourself in for a fun conversation about what it’s like to be at — “in the room where it’s happening” to quote Hamilton, but to be at the intersection of media and finance and technology as the world is blowing up.

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

NOVEMBER 15, 2022

So all this comes back to if the technology exists for that, why haven’t we seen a major artist? Like, the Ticketmaster one is a great example because the technology to do that is trivial. I read all those academic papers, I understand where the math comes from. It’s how math works. Who was it? NADIG: Right.

Finance 107

Finance Investments Math Marketing 107

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. We started on that plan in December of 16.

Marketing 107

Marketing Treasury Banking Profit and Loss 107