CFO News Room

DECEMBER 30, 2022

And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients! Why the ability to achieve big goals starts with seemingly small habits.

Planning 130

Planning Auditing Investments Securities 130

Barry Ritholtz

NOVEMBER 14, 2023

 The transcript from this week’s, MiB: Linda Gibson, CEO, PGIM Quantitative Solutions , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ri Holtz on Bloomberg Radio. She has a really fascinating background, very eclectic, a combination of math and law.

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. It was really a fascinating conversation. RITHOLTZ: Wow.

Investments 56

Investments Marketing Leverage Valuation 56

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Barry Ritholtz

OCTOBER 3, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio [ Barry Ritholtz ] 00:00:07 This week on the podcast, what can I say? Starting at the beginning of the administration in 2017. Really a fascinating career, a really, really interesting person.

Marketing 107

Marketing Treasury Banking Profit and Loss 107