Barry Ritholtz

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. What was your original career plan? With no further ado my discussion with Jonathan Clements.

Investments

Barry Ritholtz

FEBRUARY 17, 2025

Was finance and investing always part of the plan? And essentially decided to pivot from that original plan because it became clear to me as I got older that to really make a living as a concert pianist, you need to be the top 1% in the world. And I did a lot of options math, which I thought was interesting.

Investments

Barry Ritholtz

MARCH 17, 2025

What, what was the original plan Stephanie Kelton : To be a dentist. Wasn’t the Excel spreadsheet error, which changed their math. I’m buying mortgage backed securities and treasuries and I’m hoping it does something. And your plan is to completely offset that spending with new revenue.

Budgeting

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology

Onplan

DECEMBER 28, 2021

How do you weigh and plan for the costs of such a change? In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. That should help you consider all the moving parts as you plan your strategy.

Planning

Generation CFO

JANUARY 28, 2022

This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted. However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University.

CFO

PYMNTS

DECEMBER 18, 2018

As retailers, payments providers and consumers prepare for the coming 5G world, there remain concerns about how well that mobile network technology will protect consumer privacy and security. 5G Security Holes? As well, the 21-page report found that 5G “security goals are underspecified,” among other problems. Government Role?

Securities

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

CFO News Room

FEBRUARY 1, 2023

Being Lulled into a False Sense of Security Boards of successful companies that haven’t experienced painful setbacks with CEO succession are more likely to be lulled into a false sense of security. The basic math of CEO succession is as simple as it is unforgiving. Timing is everything. Establish clear roles.

Leadership

PYMNTS

SEPTEMBER 5, 2018

The companies plan to apply their initiatives to a range of industries, including financial services (FinServ) and shipping. In another press release Tuesday, Network-as-a-Service (NaaS) provider Netrolix announced plans to work with Intel at the Artificial Intelligence Conference this week, held in San Francisco.

Securities

PYMNTS

NOVEMBER 11, 2016

In this week’s Bitcoin Tracker, bitcoin soars, then settles down and plans for its yearly sale abound. Long a bitcoin- friendly nation (bitcoin is VAT tax-free in Switzerland, for example), Switzerland’s FINMA has also solidified plans to clarify the legal treatment of cryptocurrencies and blockchain technology — sort of.

Math

PYMNTS

FEBRUARY 25, 2019

billion in cash, in a bid to assist with plans to make software for autonomous cars, according to reports. Securing endpoints and the data that flows between them is absolutely critical in today’s hyperconnected world. BlackBerry has acquired the artificial intelligence and cybersecurity company Cylance for $1.4

Math

Onplan

DECEMBER 28, 2021

How do you weigh and plan for the costs of such a change? In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. That should help you consider all the moving parts as you plan your strategy.

Planning

CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Education

Global Finance

SEPTEMBER 9, 2024

These advancements have thrust AI into the heart of national security and geopolitical discussions. China’s strategy is characterized by centralized planning, with direct state funding funneling into specific AI projects and the development of national computing centers. Yet, this lead isn’t necessarily secure.

Economics

CFO News Room

DECEMBER 15, 2022

Many advisors have focused on obtaining deeper levels of expertise in broader areas and offering more in-house planning services in those areas (e.g., tax and estate planning) to differentiate themselves. Just the math of an advisory firm only goes so far at the end of the day.” Read More +. Read More +.     .

Math

PYMNTS

FEBRUARY 13, 2019

In the accounting space, that means integrations with enterprise resource planning (ERP), accounts receivable, accounts payable, procurement, banking and other portals. “Staying up to date on standard security practices and encryption technology is a really important piece of the puzzle,” he said.

Finance

CFO News Room

DECEMBER 27, 2022

or how the limiting of in-person workshops during the pandemic has inspired John to offer financial planning and has increased opportunities for his firm to grow and scale even further, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Stokes. Author: Michael Kitces. Team Kitces. Nice to meet you.

Mergers and Acquisitions (M&A)

PYMNTS

OCTOBER 26, 2018

They have to be secure and live up to the technological requirements of modern cards, which are no longer simple plastic rectangles. That will take research and piloting, which is largely the plan for the first year or so of this new initiative. The cards must be a bit more than merely durable.

Manufacturing

CFO News Room

NOVEMBER 29, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Leverage

PYMNTS

SEPTEMBER 5, 2018

Today’s coverage includes details of Amazon’s new plans for India, along with a potential threat to JD.com. Intel Secures AI Partnerships f or FinServ, Supply Chains. Welcome to Five at Five, your late look at the day’s payments and commerce news. Meanwhile, there’s a new AI effort focus in China.

Math

CFO News Room

DECEMBER 13, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning

PYMNTS

AUGUST 12, 2019

Subscription commerce is attractive to entertainment platforms as well as retail businesses because it locks in revenue streams, and customer data can help with planning and forecasting. What Security Means For Subscriptions. The downsides are that the subscription model is subject to customer churn and high acquisition costs.

Retail

PYMNTS

JULY 16, 2020

Nathoo and other Outschool executives have extensive technology backgrounds, bringing a decidedly tech-oriented approach to online education, with an emphasis on secure and communication-rich video interfaces and outside-the-box course offerings. Developing a subscription plan is not as simple as adding a button to a website.

Education

PYMNTS

MAY 19, 2016

What were (are) Amazon’s plans for the AI image recognition software? A security application? So, what’s Sony’s plan? “We And eBay, in a welcome change of pace, did not play coy about its plans for all that fun technology. Enhancements for its Fire TV and gaming platforms? This very week, another bit of AI action.

Math

The CFO College

JUNE 3, 2021

Acquiring these advanced types of services, like setting up a permanent audit trail, rolling cash forecast, month-end reporting, and strategic planning, is the secret sauce your potential client needs to know how their money flows in and out of their company (and what their financial future will look like). Know Your Clients Wants and Needs.

Accounting

CFO News Room

NOVEMBER 23, 2022

I talked to Lenore Blum , she was one of the first professors of math at Berkeley, and she was talking about how difficult it was and how eventually her contract was not renewed, how she was almost kicked out of her next university, before she went on to a great career and success. And we really take that very, very seriously.

Leadership

PYMNTS

AUGUST 6, 2016

And as serious as that sounds — Southeast Asian -o rganized crime dedicating itself to stealing your product at all costs is actually quite bad — that isn’t even the biggest security problem the SAT has right now. The questions and answers include 21 reading passages – each with about a dozen questions – and about 160 math problems.

Education

PYMNTS

JULY 13, 2018

-based wireless carriers said they would stop sharing such location-based consumer data to some controversial data aggregators , a move that is part of the increasing attention that consumers, and their lawmakers, are paying to privacy and security in this digital age. Different Methods. It helps me keep my engineers honest,” he joked.

Advertising

PYMNTS

JULY 12, 2018

-based wireless carriers said this would stop sharing such location-based consumer data to some controversial data aggregators , a move that is part of the increasing attention that consumers, and their lawmakers, are paying to privacy and security in this digital age. Different Methods. It helps me keep my engineers honest,” he joked.

Advertising

PYMNTS

JULY 14, 2017

But firms, before the merger cancellation was announced, noted that continued spending in that manner was not a sustainable future plan. . Prime numbers may have been confusing in high school math, but here they are the type of numbers that make retailers smile. Fizzle: Biometric Data: Nothing’s sacred in security, it seems.

Advertising

PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. The company has leased 40 cargo planes and plans to add 10 planes to its roster in the next few years. New To The Market: A Secure Credit Card And A Sneak Peak Theatrical Release. market share. The firm is also investing $1.5

eCommerce

Barry Ritholtz

NOVEMBER 21, 2023

And I told my, you know, you know, very pregnant wife at the time, you know, we didn’t have a lot of money that I was gonna leave this secure job. When you’re born, you’re issued a social security number, and you’re gonna be issued an Invest America account. So here’s the math, Barry.

Investments

Barry Ritholtz

JANUARY 9, 2024

And so the thing we were doing was sort of solving like often securities law or tax or accounting problems for people with like derivatives. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? Everything is securities fraud.

Mergers and Acquisitions (M&A)

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Rogoff has a plan for how to rid the world of the 3,000-year-old artifact that he believes has passed its prime. It’s not the safest thing to do, nor is it the most financially sophisticated, but it makes some people feel secure.

Currencies

Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Was that the plan? Heather Brilliant : It was not the plan. So it generally is something that we plan as we see it coming and really try to collaborate with our clients so that we can appreciate where it may create a challenge for no reason. How far out do you plan it?

Investments

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s part of their own tax planning.

Investments