CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. All of the tax planning, and all of the behind-the-scenes work.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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 look at estate planning.

Restructuring 130

Restructuring Planning Accounting Marketing 130

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. How fundamental was that to your learning about investing, trading risk management, starting with futures? You’re doing a lot of math in your head on the Fly.

Marketing 107

Marketing Treasury Banking Profit and Loss 107