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

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

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 Forecasting 53

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 Startups 49

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 Education 40

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 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

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

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 117

Valuation Investments Marketing Technology 117

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

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

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

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.

Education 130

Education Planning Benchmarking Investments 130

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. But there are lots of other industries, technology has been accused of having a diversity issue. SHAW: Well, it’s pure geometry.

Investments 56

Investments Finance Education Leadership 56

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 Leadership Numbers 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 Manufacturing Marketing 130

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 114

Investments Banking Advertising Finance 114

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

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 Communication Profit and Loss Education 130

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

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 60

Investments Marketing Numbers Risk Management 60

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

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

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 103

Investments Marketing Transportation Finance 103

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

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. 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. I mean, we have such a technology innovation, adaptive human. That is hugely powerful.

Mergers and Acquisitions (M&A) 56

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

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 Math 130

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

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. He leveraged existing infrastructure and built on top of it. In concept.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

JULY 4, 2023

.” 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. So it’s obvious.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

MARCH 12, 2024

So let’s, let’s talk a little bit about some data and technology you use. It’s that the, so that’s the core competency and it’s just leveraged into, if it’s a loan, if it’s a security backed by a loan, if it’s the actual estate itself. 00:26:16 [Speaker Changed] Huh.

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. I’d been ranked i i back in the seventies, if you can do the math. 00:31:28 [Speaker Changed] But you had no idea they were running a hundred to one leverage? 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