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

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? We’ve recently upgraded our systems to our next generation matching engine technology.

Communication 117

Communication Marketing Math Technology 117

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. Therefore, good guys and bad guys are using many of the same tools and techniques.

Math 46

Math Communication Sales Transportation 46

PYMNTS

SEPTEMBER 5, 2018

4) said Chinese technology firm Baidu is working with Intel to combine their artificial intelligence and cloud technologies. Baidu is leveraging Intel technology for solutions in other industries, including video and shipping. A press release on Tuesday (Sept. Those clouds run on Intel processors.

Securities 40

Securities Math Leverage Technology 40

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 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 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., The best technology I had at that point was my mobile printing machine. 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 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. His idea was that these personal, social networks would become even more expansive and powerful as the inevitable advances in mobility and technology made it easier to make and then share those contacts.

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

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. technology, that was something to ride for a while.

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. which was our Global X Lithium and Battery Technology. And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product. BERRUGA: You know, great question.

Investments 60

Investments Marketing Numbers Risk Management 60

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

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

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? But let’s roll back a little bit. You get an MBA at Stanford.

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

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

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. Who was it?

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