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

Global Finance

SEPTEMBER 9, 2024

This sentiment is echoed by AI Now, a research institute, which asserts that “AI is now firmly positioned as a critical strategic technology for the geopolitical and economic ambitions of nation-states.” What makes this AI race particularly compelling is the stark contrast in how the two superpowers approach technological innovation.

Economics 111

Economics Construction Leverage Technology 111

Barry Ritholtz

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund. Become the New McKinsey?

Math 57

Math Concentration Construction Leverage 57

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

Adam Kae

OCTOBER 29, 2020

You'll need to do some math to understand: where your breakeven is. Invest more in new technology? The higher the demand, the more your potential leveraging power! What are you willing to leverage? Models, Forecasts, Calculations, Oh My! how many of your patients are in-network. Think about what your practice's goals are.

Math 52

Math Forecasting Leverage Investments 52

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

PYMNTS

JANUARY 27, 2017

Jiobit, a technology startup based out of Chicago, makes something that seems like every parent, from those expecting to empty nesters, will want or wish they’d had. Jiobit hopes to change that with its flagship tracker by leveraging wireless technology and machine learning that adapts to a child’s daily behavior.

Startups 40

Startups Math Transportation Leverage 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 Marketing 100

PYMNTS

JANUARY 14, 2020

Data correctly leveraged provides the insights that make it possible to provide those more tailored experiences. We can now rethink and reevaluate things with math that we’ve never been able to.”. Now, she noted, they aren’t only visible, but actionable: powered by data and parsed by increasingly advanced technology.

Math 52

Math Retail Leverage Securities 52

PYMNTS

SEPTEMBER 7, 2018

When Stripe did the back-of-the-envelope math on that misallocation of time, the company found it to be worth nearly $300 billion in potential gross domestic product (GDP) on an annual basis. “About 30 percent of developer time is going to maintenance — on average, finding things like bad code,” Johnson said. Developers And Decision-Makers.

Math 61

Math Sales CFO Leverage 61

CFO Thought Leader

SEPTEMBER 29, 2024

Having grown up in Los Angeles after her family had emigrated from Hong Kong, Wong had always been drawn to math and science, a passion that eventually led her to MIT, where she studied economics and business. It was within this atmosphere of excitement and potential that Joey Wong made a very pivotal career decision.

CFO 52

CFO Math Economics Finance 52

PYMNTS

APRIL 7, 2017

If a business doesn’t have the robustness in terms of data sets, the data scientists needed to analyze that data or even the technology infrastructure to run analytics properly and perform real-time decisioning in house, then they may be better off leveraging the scale of a platform that does. The “Buy Vs. Build” Decision.

Credit Risk 49

Credit Risk Math Leverage Technology 49

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.

Marketing 120

Marketing Communication Math Technology 120

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

PYMNTS

AUGUST 1, 2019

KiwiCo , a monthly science, technology, engineering, and math (STEM) subscription box for children, is improving its security practices by partnering with third-party providers. KiwiCo also leverages a system that prevents card-and-wallet tests, which see fraudsters rapidly testing the validity of hundreds of stolen credit details.

Securities 43

Securities Math Leverage Numbers 43

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. It helps me keep my engineers honest,” he joked.

Advertising 40

Advertising Math Construction Education 40

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 Marketing 40

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

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. We’re now merging the rest of our Jet teams, including retail, marketing, technology, analytics, product and several others within Walmart. market share. Au Voir : A Farewell To FedEx And Food Delivery. in a blog post.

eCommerce 40

eCommerce Retail Leverage Marketing 40

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.

Planning 130

Planning Profit and Loss Numbers Leadership 130

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Profit and Loss Communication Education 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. I would take an application with me.

Mergers and Acquisitions (M&A) 130

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

PYMNTS

MAY 16, 2016

It’s all about the math. The “Internet of Things” and voice-activated technologies are also enabling new commerce endpoints and ways to access them that no longer even require that a consumer have a mobile device at the ready. . It’s how consumers use those stores and spend their money there that’s changing — and pretty dramatically.

Retail 43

Retail Sales CFO Numbers 43

CFO News Room

DECEMBER 20, 2022

Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. And so, I started thinking about if I worked for a firm that was really primarily focused on financial planning, I would have resources, support, technology, and I’d really be able to focus on the planning. That’s exactly right.

Education 130

Education Planning Numbers Securities 130

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 57

Investments Math Risk Management Benchmarking 57

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 117

Investments Marketing Profit and Loss Banking 117

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. ” Leveraging Yelp, Online Searches, And Referrals To Increase Firm Growth [1:02:53]. So they get technology reimbursement fees. Mindy: Yeah.

Planning 130

Planning Investments Accounting Numbers 130

Barry Ritholtz

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. And the purpose of it is really to help to advance technology and innovation, particularly around ESG in the real estate industry, not just for our portfolio, but for the industry more broadly. I have no family history.

Investments 104

Investments Marketing Transportation Finance 104

Barry Ritholtz

SEPTEMBER 3, 2024

And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value. And I just realized how he always veered towards higher, higher quality companies.

Investments 57

Investments Valuation Concentration Marketing 57

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. The technology around making these nuclear plants a lot safer than maybe was the case in the past. BERRUGA: You know, great question. RITHOLTZ: LIT, L-I-T.

Investments 62

Investments Marketing Numbers Risk Management 62

Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 120

Valuation Investments Marketing Technology 120

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

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. At a more intricate level, it meant using that mobile technology to give customers greater transparency into their financial lives. “We Access that can be successfully leveraged into a consumer life.

Math 53

Math Education Compliance Financial Systems 53

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.

Investments 109

Investments Finance Marketing Math 109

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 112

Investments Restructuring Profit and Loss Finance 112

Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. But I would say generally, there’s less leverage in the system.

Investments 117

Investments Banking Numbers Marketing 117

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. And while Buffett was naturally gifted in math, he was initially scared of public speaking. How advisors can benefit from reviewing their list of clients and letting go those who are no longer good fits for the firm.

Planning 130

Planning Education Investments Benchmarking 130