CFO News Room

DECEMBER 23, 2022

When we had this conversation, I initially joked that we would need to set up “braces savings accounts” for them instead of 529 college savings plans. When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids!

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CFO Talks

SEPTEMBER 6, 2022

Welcome to this SAIBA CFO podcast, SAIBA is the South African Institute of Business Accountants, it has more than 12 000 members and specialises in a wide range of disciplines such as accountancy and tax, training and development, career enhancement, legislation, designations and financial reporting.

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CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

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CFO News Room

NOVEMBER 18, 2022

LP: You refer to this as wealth accumulation without accountability. That’s just the math. NP: This goes back to the question of accountability. That’s what I hope my book can do: educate people. Economist, journalist, and former Wall Street exec Nomi Prins is here to explain the inexplicable. In what sense?

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Banking Economics Leverage Marketing 100

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. This made me decide to pursue my education in accounting. After graduation, I started my career in finance at Arthur Anderson as an auditor and became a Certified Public Accountant (CPA). Dreaming big and going for it Young professionals should dream big.

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CFO Leadership Finance Problem Solving 52

PYMNTS

JULY 13, 2018

Granted, Google and Facebook have all but locked up the mobile advertising world — and that might be putting it softly — and in-app commerce is still a baby, relatively speaking, accounting for a tiny part of eCommerce. Big Stakes, But Also Backlash.

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Advertising Math Construction Education 40

PYMNTS

JULY 12, 2018

Granted, Google and Facebook have all but locked up the mobile advertising world — and that might be putting it softly — and in-app commerce is still a baby, relatively speaking, accounting for a tiny part of eCommerce. Big Stakes, But Also Backlash.

Advertising 40

Advertising Math Construction Marketing 40

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

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Math Investments Leadership Entertainment 52

CFO News Room

DECEMBER 1, 2022

” Everyone starts doing the math of what their typical clients pay multiply by 300 clients was like, “This is mind-blowing profitability, effectiveness of the firm. And there’s a lot of people that are doing cool stuff in how do we automate more in account opening, onboarding, trading, rebalancing, reporting, right?

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CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And a little bit of accountability, making sure that people are doing their implementation because they’re the ones responsible for it.

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CFO News Room

DECEMBER 27, 2022

Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. It’s not uncommon for us to see million-dollar accounts these days. Let’s have John come in.” John: Yeah.

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Mergers and Acquisitions (M&A) Planning Marketing Securities 130

CFO News Room

NOVEMBER 3, 2022

It feels good and there’s no accountability. It’s probably a little bit towards the low end for advisors, but it makes the math easy with the 30-month day. There was that fourth one that was educational, but that doesn’t exist anymore. It feels like activity. It’s not producing a lot of lead flow.

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Numbers Planning Communication Marketing 130

Barry Ritholtz

JUNE 6, 2023

He’s not like that at all, which probably accounts for a lot of his success. People have 18 credit cards, 20 — who has 20 bank accounts, it’s you’re just what you’re paying in fees seems to be exorbitant. Let’s talk about married couples that don’t have a joint checking account.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

JANUARY 9, 2024

You, you were valedictorian Harvard, you never mentioned your Ivy League education. 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? Which raises a big question.

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Mergers and Acquisitions (M&A) Finance Math Banking 52

Barry Ritholtz

AUGUST 15, 2023

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. What was interesting was I had said to him, “Well, let’s make this really educational. 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.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. They work very hard when I was growing up to give me like a really good education.

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Investments Marketing Numbers Risk Management 64

CFO News Room

DECEMBER 17, 2022

In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. And current holders of the CFP marks have a Continuing Education (CE) requirement of at least 30 hours every two years. Melanie Waddell | ThinkAdvisor).

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Barry Ritholtz

JANUARY 21, 2025

He also worked as director of financial Education at, at Citigroup. And even before I went to Cambridge, I actually spent eight months working for a little suburban newspaper outside of Washington DC and in many ways it was the most fun and the most educational experience I had in journalism. You just needed a brokerage account.

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Investments Finance Education Marketing 59

Barry Ritholtz

JUNE 27, 2023

BORISH: And, you know, First Republic, which was a different type of institution, and they were basically, think about it in the old days, they were giving away the toaster to try to get accounts and then when rates started to go up. And so it’s one of these things that math works. So think about this, right? RITHOLTZ: Right.

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Math Risk Management Profit and Loss Marketing 59

Barry Ritholtz

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. And ultimately we’re looking for the 60 stocks that we think have the best upside potential take into account liquidity and other parameters of risk. 00:07:26 And then I moved on to the equities team afterwards. And I just learned a tremendous amount. To draw upon.

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Investments Economics Marketing Benchmarking 59

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. Instead, he noted, the tool is designed without fees, with a goal of making customers more likely to pay – and pay on time – by helping to educate them about how to be better financial managers on the whole.

Math 53

Math Education Compliance Forecasting 53

Barry Ritholtz

MARCH 27, 2023

What accounts for the difference between the two in your experience working on the trading desk? But if you look at luck in the much broader context of I was born in a free, wealthy country, France, to parents who were both educated and value education, not particularly wealthy but middle class, upper middle class, right?

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Investments Restructuring Profit and Loss Finance 114

CFO News Room

DECEMBER 6, 2022

And if you went through the math, it gave us hundreds of hours that a typical firm would spend. I think that’s the only thing, is that we don’t…if somebody is a die-hard YNABer and loves being able to sort of spend each dollar of their account into…that’s not really the approach that we take at Monarch.

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Planning Budgeting Investments Communication 130

Barry Ritholtz

MAY 30, 2023

So I knew what Bank of America was because my mother, it was a big deal to go to the bank and open a passport account, or to go there with my mother every couple weeks, and have, or my dad to make an appointment with a local, the local branch banker might have been the mayor, I mean, he was a very important guy back in those days.

Economics 59

Economics Education Profit and Loss Banking 59

Barry Ritholtz

NOVEMBER 22, 2022

SHAW: — and really was an inspiration for the way I think about learning and understanding the value of education. RITHOLTZ: So let’s talk a little bit about education. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? for 50 years — RITHOLTZ: 50. SHAW: Well, it’s pure geometry.

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Investments Finance Education Numbers 59

PYMNTS

APRIL 9, 2019

Funds paid via the mPOS were deposited directly into troops’ bank accounts. Children who participate in Girl Scouts learn life and leadership skills, and receive an education in science, technology, engineering and math (STEM) and business. Future Entrepreneurs.

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Math Sales Leadership Education 47

Barry Ritholtz

JUNE 18, 2024

So the fact that I had a sociology degree really didn’t impede, I think getting into business Barry Ritholtz : And you end up in like what some would think of as kind of a dry, legalistic part of Fidelity, the ERISA Division, which focuses on retirement accounts. It, it’s education that you get paid for, which is awesome, huh.

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Entertainment Investments Math Advertising 59

Barry Ritholtz

AUGUST 29, 2023

There are an endless variety of business models and seeing how people operate that, it’s really an education, one that I think a lot of people coming out of school don’t think about, because you think about the sexy things. Follow me on Twitter @barry_ritholtz until I get back my hacked Twitter account @ritholtz.

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Investments Benchmarking Valuation Construction 52

Barry Ritholtz

JANUARY 24, 2023

KLINSKY: Why would I take more than the value of the accounts receivables. RITHOLTZ: So it’s different math then I need 100x winner versus 99? And the first is, you set up the Modern States Education Alliance to look for solutions to the high cost of college education. KLINSKY: Right, right. KLINSKY: Yeah.

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Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

FEBRUARY 13, 2023

Healthcare, education, not hugely cyclical, not interest rate sensitive. All of them, once you talk about health care, education, leisure, hospitality, hotel, et cetera. Russia and Ukraine account for 12 percent of the calories in the world. You know, think about the jobs market today, all the jobs are being created.

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Mergers and Acquisitions (M&A) Investments Marketing Education 59

Barry Ritholtz

JULY 29, 2024

And then on the technology part of the business around what we’ve built around portfolio accounting, trading and reporting is the entire advisor interaction with their investor, 00:10:41 [Speaker Changed] Meaning how they interface with both Orion and the client themselves. We need to educate and attract talent to the industry.

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Investments Communication Benchmarking Technology 59

PYMNTS

NOVEMBER 3, 2018

But broadly speaking, this data is mostly available if one is willing to pass through the right number of steps – though by most accounts, it is not really useful on its own. California has rules about how the data can be accessed and commercialized. That is why data brokers exist. First, all algorithms are not created equal.

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Math Education Numbers Investments 76

Barry Ritholtz

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. Really, the professional is the one got a hold accountable 00:59:38 [Speaker Changed] At this point.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And so I went to business school, I decided to go to business school, get that formal education. What was the career plan?

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Finance Marketing Numbers Investments 59

Barry Ritholtz

APRIL 8, 2025

So now we’re everywhere and we’re serving every type of wealth client internationally, domestic self-directed through a brokerage account all the way through complete discretionary. Can we give every single one of your employees a account or advice, you know, to their first, you know, purchase in a 5 29 account?

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Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

Barry Ritholtz

JULY 15, 2024

And the good thing about Northeastern University, they have tremendously great cooperative education program that saved my life because it made me understand I did not want to be a double E or an engineering prof in my profession. I started out math and, and physics, and in high school I was a rock star in math and physics.

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