PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. New To The Market: A Secure Credit Card And A Sneak Peak Theatrical Release. Amazon and Synchrony Financial are partnering up on a new secured card credit offer for Amazon Prime members looking to rebuild their credit. market share.

eCommerce 40

eCommerce Retail Leverage Startups 40

Barry Ritholtz

SEPTEMBER 7, 2022

They may want to expand their business through leveraging a community that the listings market, particularly the NYSE brings to the table. million securities on the fixed income opaque side of the market, using a lot of great systems, a lot of great mathematical mouth, and also couple hundred humans. RITHOLTZ: That’s interesting.

Communication 117

Communication Marketing Math Technology 117

PYMNTS

NOVEMBER 29, 2017

However, that can lead to a transaction laundering ring’s undoing, says Frechtling, because the weak points of legitimate businesses are well-known and can be leveraged to topple an evil enterprise.

Math 46

Math Communication Sales Transportation 46

PYMNTS

SEPTEMBER 5, 2018

Baidu’s Baidu Cloud solution will integrate Intel’s Xeon Scalable processors, as well as Intel’s Math Kernel Library-Deep Neural Network technologies, to develop financial technologies for banks in China. Baidu is leveraging Intel technology for solutions in other industries, including video and shipping.

Securities 40

Securities Math Leverage Technology 40

CFO News Room

NOVEMBER 15, 2022

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. But it can’t be a regular brokerage account, because you’re not securities licensed on that side. Stacey: Right. Stacey: Right.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g., Carl: So, security selection, no longer, right?

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

NOVEMBER 18, 2022

Back before it became apparent that a financial crisis was happening, there was an immense amount of leverage in the banking system over which Bernanke had a responsibility to regulate. The banks had become over-extended, over-leveraged and Fed wasn’t paying attention at the time. That’s just the math.

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. as a safe starting point for retirees with a 30-year time horizon, a 50% stock/50% bond asset allocation, and who would like to secure a 90% probability of not outliving their money.

Education 130

Education Planning Benchmarking Investments 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., ” But I know just the math of that is hard. Let’s get that rollover done.”

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 5, 2022

The most prominent of which is Facet Wealth, which has stated a goal of getting advisors up to 250 clients/advisor by leveraging their own proprietary technology to make their advisors maximally productive. It’s the physical security protections that ensure the money cannot be stolen by thieves.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

DECEMBER 13, 2022

” And whatever math we were using or research we were using, we were saying, “Well, approximately 80% of people have a strong financial plan that allows them to reach that level of success…” or excuse me, “20% have that type of financial plan that allows them to reach that level of success. That’s it.

Planning 130

Planning Profit and Loss Leadership Numbers 130

CFO News Room

DECEMBER 20, 2022

And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning. If I helped somebody make some social security and Medicare decisions, then they were asking me if they could roll money over and raising their hand. Who comes to a conversation about social security and Medicare?

Education 130

Education Planning Numbers Securities 130

PYMNTS

MAY 7, 2018

The math behind his claim suggests that finding someone’s honest-to-goodness soulmate is a once in every 10,000 lifetimes kind of thing. Finding a soulmate on those platforms, however, comes down to how well these online intermediaries can solve a pretty simple math problem. Finding one’s soulmate isn’t easy.

Math 46

Math Advertising Numbers Leverage 46

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

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 then we have the 0% cap.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. So I think there are 4,800 equities, different securities globally. You know, the leverage in the system builds.

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product.

Investments 60

Investments Marketing Numbers Risk Management 60

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 27, 2023

I invest less because I’m interested in what widgets a company does, and more in the capital structure and how to position yourself, what the other guy is going to do at the bond level or senior secured level, and how to position yourself to make money. That’s the thrill to me. RITHOLTZ: It was really fascinating. MIELLE: Yes.

Investments 109

Investments Restructuring Profit and Loss Finance 109

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

But within the market, the so-called security markets line is pretty much entirely flat and has been in sample and out of sample for a ridiculously long amount of time, in a ridiculously large amount of places. My mom was a math teacher so — RITHOLTZ: Okay. They’re paying a market price for the security.

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. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And that’s sort of the math. RITHOLTZ: Sounds dry and tedious, but.

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. The next step from there was that Social Leverage. This all is leverage from the network.

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

NOVEMBER 15, 2022

I mean, we have a lot of securities laws in this country, not because we’re obsessed with lawmaking, but because some bad stuff happened and we fixed it by making rules about it. RITHOLTZ: And security is a huge one. NADIG: And security is a huge one, knowing your customer is a big one, anti-money laundering. 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. And that’s how we created the securities division.

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. Not everything is equal folks.

Math 128

Math Manufacturing Education Leverage 128