CFO News Room

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g., Leverage the back office to the sky.

Technology 130

Technology Planning Investments Leverage 130

PYMNTS

AUGUST 1, 2019

Such boxes represent a small segment of the broader subscription market, but they face the same challenges, including fraud attempts like card-and-wallet tests and account takeovers (ATOs). Box-of-the-month services constantly struggle to secure their payment processes and remain a step ahead of bad actors.

Securities 43

Securities Math Leverage Numbers 43

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Throughout my journey, I have continually strived to be a strategic business leader, both in and out of my finance function, leveraging my extensive experience across developed and emerging markets.

Finance 52

Finance Leadership Auditing Math 52

PYMNTS

JUNE 14, 2019

by 22 percent based on CEO Jeff Bezos’ recent disclosure that independent retailers accounted for more than 58 percent of Amazon’s gross margin on retail sales. eMarketer says based on that figure it projects that Amazon accounts now for 37.7 eMarketer says based on that figure it projects that Amazon accounts now for 37.7

eCommerce 40

eCommerce Retail Leverage Marketing 40

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. He said he hopes to leverage the company’s “first mover role in the marketplace to stay ahead of them.”.

Advertising 40

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. He said he hopes to leverage the company’s “first mover role in the marketplace to stay ahead of them.”.

Advertising 40

Advertising Math Construction Marketing 40

PYMNTS

NOVEMBER 29, 2017

However, that can lead to a transaction laundering ring’s undoing, says Frechtling, because the weak points of legitimate businesses are well-known and can be leveraged to topple an evil enterprise. Violators can be pushed out of business, thus limiting account creation – and that, he said, is the most vulnerable part of operations.

Math 46

Math Communication Sales Transportation 46

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.

Planning 130

Planning Investments Accounting Numbers 130

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.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., It’s not uncommon for us to see million-dollar accounts these days. John: Yeah.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 13, 2022

” And whatever math we were using or research we were using, we were saying, “Well, approximately 80% of people have a strong financial plan that allows them to reach that level of success…” or excuse me, “20% have that type of financial plan that allows them to reach that level of success.

Planning 130

Planning Profit and Loss Numbers Leadership 130

Barry Ritholtz

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I worked in sort of a quasi portfolio management role for like a single client account type business. I only took, you know, three accounting classes and I’m, you know, I, I don’t think I’m your person.

Investments 105

Investments Marketing Transportation Finance 105

Barry Ritholtz

SEPTEMBER 3, 2024

And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value. I know you do separately managed accounts, you do mutual funds and you also do a CIT explain those choices.

Investments 59

Investments Valuation Concentration Marketing 59

CFO News Room

DECEMBER 20, 2022

And so, over time, I just learned these different types of accounts and plans. Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. And so, I worked with some executives that had stock options and non-qualified plans, and ESOPs, some executive life and disability plans.

Education 130

Education Planning Numbers Securities 130

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

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. I mean, I do think there is a market for leverage and inverse ETFs out there.

Investments 64

Investments Marketing Numbers Risk Management 64

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. And so, what we did, and I guess the advantage of being with a broker-dealer is those are now Commonwealth house accounts. Stacey: Absolutely.

Planning 130

Planning Accounting Compliance Math 130

PYMNTS

NOVEMBER 20, 2017

He didn’t think much of math and science — rather unusual given his choice of a profession that uses complicated math formulas to communicate. But it is possible to link a checking account, which bumps the anxiety card networks once had with PayPal to a whole new level. Will Wallets Drive the Future of Retail?

Retail 54

Retail Math Leverage Economics 54

CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

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.”

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

NOVEMBER 15, 2022

If you’re in Europe right now, for instance, and you open up an account it Ftx.De, which is you know FTX is European business in Germany. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. It’s how math works.

Investments 111

Investments Finance Marketing Math 111

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. Access that can be successfully leveraged into a consumer life. What Powers Petal. According to Gross, the Petal product is designed differently, from the ground up.

Math 53

Math Education Compliance Forecasting 53

Barry Ritholtz

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. So I had some experience in Africa that was able to leverage for this role. 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. So that’s a big pool Yeah.

Investments 59

Investments Economics Marketing Benchmarking 59

Barry Ritholtz

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. That background of being an accountant was just great bedrock training. RITHOLTZ: Sure. Very different fields.

Investments 119

Investments Banking Advertising Numbers 119

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. And while Buffett was naturally gifted in math, he was initially scared of public speaking. How advisors can benefit from reviewing their list of clients and letting go those who are no longer good fits for the firm.

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

MARCH 27, 2023

And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products. What accounts for the difference between the two in your experience working on the trading desk? RITHOLTZ: It was really fascinating. MIELLE: Yes. So all those don’t even exist anymore.

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. That’s amazing leverage. We forget that most people didn’t have the skillset around Excel, et cetera.

Concentration 69

Concentration Valuation Marketing Investments 69

PYMNTS

JULY 8, 2016

Walmart Pay comes to market with a few built-in advantages: it leverages the Walmart.com app, which is used by 20M+ people roaming around their stores each month, it works on every sort of smartphone out there, and they control the POS in all of their stores, just like Starbucks does. Next time, guys? SMB Working Capital.

Valuation 40

Valuation Math Manufacturing Numbers 40

Barry Ritholtz

NOVEMBER 22, 2022

RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? And I met a woman who covered enterprise software at Goldman, and she gave me really great insight into how I could leverage the industry knowledge that I had developed at IBM. And many of those gentlemen have gone on to do incredible things as well.

Investments 59

Investments Finance Education Numbers 59

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. KLINSKY: Yeah. KLINSKY: Right, right.

Mergers and Acquisitions (M&A) 105

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

Barry Ritholtz

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Investments 59

Investments Numbers Marketing Leverage 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. What are the challenges with this?

Investments 59

Investments Communication Benchmarking Technology 59

PYMNTS

OCTOBER 16, 2017

The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. He leveraged existing infrastructure and built on top of it. In concept.

Currencies 71

Currencies Financial Systems Concentration Investments 71

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. You know, the leverage in the system builds. Russia and Ukraine account for 12 percent of the calories in the world. How are we doing in literacy versus math versus science? And then all of a sudden, sometimes violently, it recalibrates. I mean, what is it? Where are we?

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

MARCH 12, 2024

It’s that the, so that’s the core competency and it’s just leveraged into, if it’s a loan, if it’s a security backed by a loan, if it’s the actual estate itself. Really, the professional is the one got a hold accountable 00:59:38 [Speaker Changed] At this point. They were wrong at this.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 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?

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. It’s sort of goes from sort of worry about the leverage to, oh, we’re not worried about it. So I asked him to show me this, and it was done on green ledger paper, you know, the old green accounting paper.

Investments 59

Investments Marketing Banking Benchmarking 59