CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. What, what was the career plan? Just really, really interesting. So I was at Harvard.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. And when you saw the US Ag down 13% last year, for folks, again, who are investing for retirement and in their 529 plans, they’re not concerned about it. I think you will also.

Investments 52

Investments Benchmarking Valuation Construction 52

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. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

FEBRUARY 13, 2023

Was that something you were planning on doing or — RIEDER: No. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. You know, when you see retailers, the Targets, Walmarts, you know, they’re changing in terms of dropping price.

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. And the division that I was in was below plan. ’cause bad things can happen to undifferentiated retailers. It’s what the much maligned retail investor was doing. And the value line has all these statistical patterns. They announced a $640 million loss and ouch. Real money.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

MARCH 12, 2024

I’m assuming it’s primarily institutional and not retail. 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. That grocery store, that grocery store anchored retail. Fascinating. That’s right.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56