Barry Ritholtz

MAY 3, 2023

They said it in Fed minutes, they said it in pressers, they said it in speeches; we just took them figuratively, not literally. Today we find out if the belated, rapid rise from zero to 5%, breakage be damned, was sufficient. The truth is we simply don’t know. Jerome Powell & Co.

141

141

Nerd's Eye View

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

Benchmarking 95

Benchmarking Communication Leverage Numbers 95

Barry Ritholtz

FEBRUARY 14, 2024

I’m Barry Ritholtz, and on today’s edition of At the Money, we’re gonna discuss whether war and inflation 20 somehow adds up to higher portfolio prices. So let’s start with your dad, Yale Hirsch, who founded the Stock Traders Almanac 60 years ago. We had been coming down for a few years. Since ‘66].

Marketing 122

Marketing Forecasting Numbers Technology 122

Barry Ritholtz

MARCH 16, 2023

Those of you who sweated through the great financial crisis – even if you were short Lehman Brothers and AIG – experienced some déjà vu this past weekend. How many of you thought, “ Here we go again. ”? But from what we have learned so far, the differences seem far more significant than the similarities. What don’t we know?

Treasury 135

Treasury Banking Marketing Accounting 135

CFO Talks

AUGUST 10, 2023

We used to walk for long distances going to school. We used to sell roasted peanuts, you know, just to have some pocket money. I think I’m very hard on myself because I always have to think, ‘who was I yesterday’ and ‘who do I want to be tomorrow?’ It can also be used on a personal level.

Construction 98

Construction Leadership CFO Accounting 98

CFO Thought Leader

MARCH 31, 2024

Meanwhile, Loo tells us, she benefited from a CFO mentor who demonstrated faith in her potential to spearhead such a critical undertaking. Internally, we say that we are building the financial platform for the global majority—or, in other words, the 4 billion or so people who are consistently overlooked and underserved by existing systems.

CFO 52

CFO Leadership Education Finance 52

Barry Ritholtz

JULY 7, 2023

1 I have described the inspiration for the show as “ an audio version of Market Wizards ” but the actual pitch to Bloomberg was “Mark Maron’s WTF meets Charlie Rose” (that was before we knew about his, um, behavior). Finding out who the guest really was, and how they got that way: “ Who were their mentors? Thanks for listening.

Entertainment 129

Entertainment Finance Investments Marketing 129

Barry Ritholtz

MARCH 20, 2023

We Americans are always willing to lend a hand to someone down on their luck, but that is not what the current crop of bailouts is about. Galatians 6:7-9) Most of us fools reap what we sow, we suffer the consequences of our folly. But those people and companies who are bailed out do not. Were these people “bailed out?”

Profit and Loss 126

Profit and Loss Banking Risk Management Financial Systems 126

Barry Ritholtz

MARCH 13, 2024

I’m Barry Ritholtz, and on today’s edition of At The Money, we’re going to discuss how you can tell when the Fed is going to start cutting rates. And as my friend Jim Grant likes to say, who writes the newsletter Grant’s Interest Rate Observer, it’s nice to have an interest rate to observe again.

Numbers 110

Numbers Marketing Treasury Economics 110

Barry Ritholtz

OCTOBER 9, 2022

It was one of those minor stories that seemed to have taken on a life of its own: The New York Times 1 reported last week about an adjunct Organic Chemistry professor at NYU who was fired after students complained his tests were too hard. ” perhaps we are all better served by asking a few different questions: 1. Who Was to Blame?

Education 131

Education Healthcare Numbers Planning 131

Nerd's Eye View

SEPTEMBER 15, 2023

Further, the survey results suggest that advisors who offer comprehensive services tailored to the needs of their target clients are likely to be more successful both retaining their current clients and in attracting clients who might be dissatisfied with their current advisor and their service offering.

Practice Management 85

Practice Management Advertising Leadership Numbers 85

Barry Ritholtz

APRIL 10, 2023

We have repeatedly discussed the issues surrounding the labor force: – Why there is a shortage of workers ; – How low-end wages have lagged ; – Why Return to Office has not gone well. Perhaps we should consider another issue that tends to get too little ink: Workers exiting sectors of the service industry permanently.

Construction 125

Construction Manufacturing Retail Marketing 125

CFO News

JUNE 2, 2023

"We have detected many benami cases where deposits were made above ₹50 lakh and no return was filed and on further investigation, documents were traced to people who cannot have such income," a senior official told ET. "So "So far, we have sent about 150 notices where deposits are above ₹1 crore or higher."

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Barry Ritholtz

FEBRUARY 21, 2024

We’re co-conspirators in self-deception and this prevents us from having accurate self-knowledge. Transcript: David Dunning The financial writer Adam Smith once wrote, if you don’t know who you are, this is an expensive place to find out. In terms of our character, we overplay how much agency we have over the world.

Math 56

Math Economics Planning Education 56

CFO Thought Leader

MARCH 4, 2024

At the very beginning of our talk with CFO Chermaine Hu, she revealed an irony about the CFO title that we rarely get to expose. “I have always struggled with the CFO title,” explains Hu, who notes that the moniker captures only a fraction of what most CFOs actually do. . You can understand why, right?

Leadership 52

Leadership CFO Finance Investments 52

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 2024 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 67

Planning Technology Startups Finance 67

CFO Talks

AUGUST 10, 2023

” “It’s a highly debilitating phenomenon that we’re talking about, and it cuts across an individual’s life,” Makgopa explained to CFOClub after the event. As previously reported in CFOClub, only 22 percent of CFOs in JSE-listed companies are women.

CFO 98

CFO Leadership Finance 98

Barry Ritholtz

JULY 5, 2023

There are some who believe this is good news, but as we pointed out in May , it’s a meaningless, lagging survey. As we have previously shown (repeatedly), it does not. Last we noted, Sentiment Surveys are generally useless; their most valuable moments occur at extremes, which are typically visible in hindsight.

Forecasting 117

Forecasting Economics Investments Data Analysis 117

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Concentration 92

Concentration Practice Management Treasury Numbers 92

Barry Ritholtz

SEPTEMBER 28, 2023

As we have discussed, in ordinary times, sentiment polls tend to be problematic: But these do not seem to be ordinary times. As we have discussed, in ordinary times, sentiment polls tend to be problematic: But these do not seem to be ordinary times. We are in a post-pandemic, popular-uprising environment.

Entertainment 117

Entertainment Healthcare Sales Retail 117

The Charity CFO

FEBRUARY 7, 2024

We learn from John’s experience that volunteering time, receiving achievement accolades, and willing to do good in the world, sometimes are the only reasons they are done. This wasn’t what John wanted for the people who were suffering. How can we get clean water into villages?’ ‘How can we solve this problem?’ ‘How

Nonprofit 97

Nonprofit Problem Solving CFO Economics 97

Barry Ritholtz

AUGUST 1, 2023

Seven full months into the new year, thirteen months after the June lows, and nine months after the October bottom, we have come all the way back to where we began. In light of this round trip, it is a good time to think about what happened, and what we might take from it. Never forget: Forecasts are marketing. The reason?

Forecasting 98

Forecasting Concentration Valuation Economics 98

Barry Ritholtz

FEBRUARY 1, 2023

We are hiring! We are looking for client service associates who can help us continue to grow. The post We’re Hiring! Discretionary quarterly profit pool distribution after one year of employment. Want to learn more? See our Linked In job description here. appeared first on The Big Picture.

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Nerd's Eye View

JANUARY 12, 2024

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

Practice Management 80

Practice Management Budgeting Communication Securities 80

CFO Talks

JUNE 6, 2023

Written by Staff Writer Amsterdam-based Katekani Mabasa, who is the Global M&A Senior Finance Lead at Phillips International, explained to CFO Convo why South African CFOs are suited to international success. I had to tell the story of, ‘hey, look, we are not only great accountants, but we’re also great CFOs’.”

CFO 98

CFO Finance Accounting Securities 98

Barry Ritholtz

JANUARY 30, 2023

We live in an age of contextless slogans. Remember the Dunning Kruger couple ( video ) we discussed in September 2021 ? Those rare folks who day-trade, or flip houses, or garner passive incomes as a route to wealth 1 are busy doing those things. Those who can’t do, teach. Those who can’t do, teach.

Economics 117

Economics Investments Marketing Finance 117

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Benchmarking 75

Benchmarking Communication Practice Management Securities 75

Barry Ritholtz

APRIL 15, 2023

 This week, we speak with Joseph Baratta , who since 2012, has served as Global Head of Private Equity at Blackstone – the world’s largest alternative asset manager, with $975 billion in assets under management. He helped to build out Blackstone’s PE business in Europe in 2001, moving to London in 2001.

Compliance 109

Compliance Investments Securities 109

Barry Ritholtz

DECEMBER 11, 2023

Early this year, Walgreens finance chief James Kehoe admitted as much : “ Maybe we cried too much last year ” about merchandise losses. Credit Card Fraud : Has been a huge source of losses; some of it is borne by banks, and more than a little of it impacts consumers, who often are unaware of it.

Retail 141

Retail Profit and Loss Forecasting Accounting 141

Barry Ritholtz

MARCH 10, 2023

With the benefit of hindsight, we all are genius central bankers. I particularly loathe managers who lay all the woes of the world at the feet of the Federal Reserve. What we got instead was a spike in inflation that was initially ignored, and then belatedly overcompensated for. There are many errors Jerome Powell & Co.

Treasury 135

Treasury Leverage Banking Marketing 135

VCFO

APRIL 19, 2024

Here, we examine evolving employee experience expectations in 2024 and how to navigate them. Compensation benchmarking should be refreshed periodically and can be efficiently carried out by an external HR expert who is experienced with the process and has access to needed data. four 10-hour days vs. five 8-hour days).

Benchmarking 86

Benchmarking Advertising Marketing 86

CFO Thought Leader

MARCH 17, 2024

In the world of finance, where leadership roles await those who distinguish themselves along a select number of familiar paths, Aaron Alt’s journey to becoming a CFO stands out for its breadth and depth, transcending conventional boundaries. We’re based in Dublin, in central Ohio. We’re a Fortune 20 company.

CFO 52

CFO Healthcare Leadership Pharmaceutical 52

Future CFO

FEBRUARY 12, 2024

Our drivers couldn't take passengers, so we had to find a way to keep them surviving. We also had consumers who couldn't get out and needed access to food and grocery. So we were able to create a nice cohesive ecosystem," Peter Oey, Grab’s Chief Financial Officer said in an interview. How do we empower [people]?

Transportation 98

Transportation Profit and Loss Healthcare Banking 98

Barry Ritholtz

DECEMBER 12, 2022

1 We recorded this on November 30 th , before all the news broke on the BREIT liquidity gates. Typically, we do not allocate to illiquid alternatives, unless a client is specifically interested in them. We kicked the tires of BREIT for possible inclusion on our platform. But it was also part of the reason why we passed.

Investments 114

Investments Accounting Marketing 114

CFO Thought Leader

SEPTEMBER 17, 2023

It’s a highly stressful role when you are standing in front of the Fidelitys of the world and they’re asking you a lot of questions beginning with ‘What does it mean for the business and what does it mean for my stock,’” explains Kevers, who subsequently stepped into a corporate development role at Salesforce.

CFO 52

CFO General Ledger Finance Communication 52

CFO Talks

MARCH 23, 2023

I was praised at that point, we went to council, they approved and said get a service provider to investigate. I didn’t know that the people who were stealing were the ones I was working with. The only ones who were supporting me at the time were the junior staff.” Some of them have been unfairly suspended.

Finance 98

Finance CFO Banking Accounting 98

CFO Thought Leader

AUGUST 8, 2023

Thus we would not have been surprised to learn that back in the late 1980s, when recent grad Jim Caci was assigned to Arthur Andersen’s Roseland, New Jersey, office, he experienced what might have been called a “ho-hum” moment. We’re headquartered in the U.S., We also manage who has access to them and what they have access to.

CFO 98

CFO Leadership Finance Accounting 98