Barry Ritholtz

FEBRUARY 17, 2023

Wall Street Journal ) • From Math Camp to Handcuffs: FTX’s Downfall Was an Arc of Brotherhood and Betrayal : Gary Wang and Sam Bankman-Fried are offering dueling accounts of the FTX fiasco and of who’s ultimately to blame. They have each other’s phone numbers. The stock market’s winners and losers will be different too.

Math 116

Math Advertising Investments Economics 116

Barry Ritholtz

MAY 9, 2024

No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 2 Sure, you can claim mainstream media is bad, but social media is worse.

Math 134

Math Investments Auditing Securities 134

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math 98

Math Tax Planning Treasury Leverage 98

The CFO College

JUNE 3, 2021

Increase Your Value and Boost Your Services with Two CFO-Level Accounting Tools. Yes, automations can crunch numbers, but there is so much more to providing accounting services than calculations. When you bill two clients at $4,200 per month, just do the math. Done right, this will add big value to your clients!

Accounting 52

Accounting CFO Auditing General Ledger 52

The Charity CFO

FEBRUARY 17, 2022

Hopefully, we’ll fall far short of that number. . Doing some simple math (25% x 12 months = 3 months), we can safely say that you should start with a goal of at least 3 months of expenses as your operating reserve. And it helps you and your team be accountable for reaching your goals. Get the free guide!

Nonprofit 98

Nonprofit Budgeting CFO Math 98

The Finance Weekly

FEBRUARY 23, 2022

Breaking down the Math. billion is the first number that came out of the research and this represents the total amount of money lost by manual financial work. This number represents how much of an economic uplift could occur “if FP&A departments hit a conservative 0.1% billion is the 2nd half of the study.

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

PYMNTS

FEBRUARY 1, 2021

Visa noted, too, that debit spending has been high in the wake of repeated waves of stimulus payments deposited directly onto debit cards or in bank accounts. There's a number of different models … We're not in the business of picking winners and losers. We see our job as enablement no matter what the model is.”

Math 82

Math Entertainment Economics Budgeting 82

PYMNTS

NOVEMBER 6, 2018

Then, Krakaris does some math on the backend to find out where merchants should send their products. Protein powders and makeup account for a huge space for the company, according to Krakaris, and the company also carries toys and games along with art supplies.

eCommerce 89

eCommerce Math Retail Leverage 89

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

MAY 21, 2020

Efforts to boost success rates can be improved by plugging into account updaters and new technologies, including network tokenization. But to steal a line from Shakespeare, “the readiness is all” – and a significant number of merchants have yet to meet the challenges of commerce done mostly online. Rethinking ROI.

Math 102

Math Reconciliations Sales Communication 102

PYMNTS

NOVEMBER 11, 2016

But as markets saw their prices fall, bitcoin’s numbers went up. Not because we don’t understand it or we can’t understand the math [but] because there is no security whatsoever…” “Some people have hundreds of thousands of dollars on their smartphone wallet. International markets opened Wednesday (Nov.

Math 76

Math Startups Securities Currencies 76

PYMNTS

OCTOBER 30, 2017

As it turns out, fraudsters – upon encountering a more sophisticated lock on the commerce “front doors” that are retail POS terminals – did not decide to give up their lives of digital crime in favor of becoming math teachers in Belarus. The important focus is on two prongs: The first is when you come to me and ask for an account.

Math 69

Math Accounting Banking Retail 69

PYMNTS

JANUARY 4, 2019

The math shakes out thus: Each token is equivalent to one share in a particular company and the holder has the right to receive dividends, even though, as Bloomberg noted, “the companies themselves are not involved.”. MPS MarketPlace holds a license from Cyprus’ financial regulator and will hold the stocks in a separate account.

Math 62

Math Securities Marketing Numbers 62

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! Be sure to shop around and compare rates before making a decision.

Healthcare 130

Healthcare Planning Finance Accounting 130

CFO News Room

DECEMBER 15, 2022

Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy. And so, I said to him, “Well, just look if you, not to be crass, but if your advisors are that above average, were you paying them above average? If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

CFO News Room

NOVEMBER 3, 2022

As a starting point, it’s important to understand that as the financial services industry has evolved into the digital age, it has become increasingly common for financial advisors to rely on web-based business development strategies where the typical number of ‘prospects’ who visit the advisor’s website are often astronomically large.

Numbers 130

Numbers Planning Communication Marketing 130

Global Finance

SEPTEMBER 9, 2024

While China does seem to produce more total research in terms of papers and is leading in patents—accounting for 61.1% Arcesati notes, “The US has historically excelled at attracting top STEM [science, technology, engineering and math] talent from abroad, while China has struggled to do so.

Economics 111

Economics Construction Leverage Technology 111

Michigan CFO

NOVEMBER 26, 2021

This doesn’t mean that your CFO handles accounting and tax preparation personally, but they do manage relationships with the people responsible for those things. Or maybe you just rely on your bank account balance to do the math for you. While a CFO isn’t an accountant, they can help set you up with a bookkeeping solution.

CFO 52

CFO Budgeting Math Accounting 52

CFO News Room

DECEMBER 24, 2022

Crypto Savings Accounts. And while it’s possible to earn cash, an increasing number of survey services compensate you in points, which are redeemable for prizes or gifts. residents 18+ and subject to account approval. Crypto Savings Accounts. Investing in Cryptocurrency. 100s to $10,000s per month. Capital to invest.

Investments 130

Investments Marketing Communication Advertising 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Planning 130

Planning Education Investments Benchmarking 130

Nerd's Eye View

FEBRUARY 21, 2023

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

Math 52

Math Education Communication Planning 52

Barry Ritholtz

MAY 9, 2023

He co-chairs a number of the asset management investment committees. 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. What can I say about Julian Salisbury?

Investments 120

Investments Banking Advertising Numbers 120

PYMNTS

MARCH 30, 2020

Those numbers are so stark that they are worth repeating. Doing The Math. But time is of the essence, and it remains to be seen whether the money flows into SMBs’ bank accounts as quickly as Secretary Mnuchin predicted — and whether it more than offsets what banks and other lenders have cut from those SMBs’ usual sources of capital.

Construction 92

Construction Sales Math Manufacturing 92

CFO News Room

FEBRUARY 2, 2022

Number one is just the fact that we have multiple fee structures. So, that’s number one. So, I don’t have to have this great call and then at the end of it, tell someone, “Yeah, that all sounds great and if you want that, you move all your accounts over and that’s the only way we’ll work with you.

Planning 130

Planning Math Numbers Investments 130

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). Woranat Dumrongsiri (WD): My interest in finance began in high school.

CFO 52

CFO Leadership Finance Problem Solving 52

PYMNTS

JULY 16, 2020

These are the types of considerations Outschool is taking into account as it devises more formal subscription programs. We actually automatically unsubscribe parents from a class if their kid hasn’t attended in more than a certain number of sessions,” Nathoo said. We’re exploring bundles by topic, so math for age 8, [for example]. …

Education 52

Education Math Communication Planning 52

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. Amazon’s even one of a small number of retailers tapped by the U.S. None of the other Pays has even achieved half that number.

Retail 54

Retail Math Leverage Economics 54

Barry Ritholtz

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

Investments 59

Investments Finance Education Marketing 59

CFO News Room

NOVEMBER 18, 2022

Take, for example, how the Fed views statistics, such as employment numbers, when it’s thinking about inflation or raising rates so quickly, which is really constraining to people on an actual budget facing other inflationary pressures, and, by the way, not actually doing anything about inflation. So those numbers are disparate.

Banking 100

Banking Economics Leverage Marketing 100

PYMNTS

NOVEMBER 19, 2018

Today, based on brand-new PYMNTS proprietary analysis, Walmart accounts for roughly 8.9 And the investments that Amazon is making in other areas outside of retail account for large chunks of the consumer’s paycheck overall, and will continue to do so in the years to come. That retailer is, of course, Amazon. Source: PYMNTS.com.

Healthcare 66

Healthcare Retail Sales Math 66

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. Keeping Fraudsters Out Of The Box.

Securities 43

Securities Math Leverage Numbers 43

PYMNTS

DECEMBER 20, 2017

Payroll is a combination of math and moving money,” the CEO noted. That’s probably the number one request we get, when we’re asked, ‘Is there anything you can do about turnaround time of ACH?’” he said. It’s out of our control, so we cannot wait for real-time payments to come into effect in the U.S. and Canada.”.

Math 44

Math Finance Startups Numbers 44

Future CFO

NOVEMBER 29, 2023

Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers. I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Numbers could tell a story, they could explain behaviours and predict the future.

Finance 52

Finance Leadership Auditing Math 52

CFO Talks

JULY 6, 2022

‘ I love breaking the mould of what it is to be a traditional accountant’. Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. CFO Talks is a brand of the South African Institute of Business Accountants.

Auditing 52

Auditing CFO Accounting Finance 52

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.

Auditing 52

Auditing CFO Math Education 52

PYMNTS

AUGUST 22, 2019

To join, consumers link their spending method(s) (credit cards, debit cards, digital wallets) of choice to their Drop accounts. Millennial consumers have demonstrated in any number of ways that they are value conscious and open to rewards programs. They just dont’ find having to work hard, or do advanced math, all that rewarding.

Math 40

Math Retail Marketing Numbers 40

PYMNTS

JUNE 18, 2016

And though you might be tempted to write this off as a theory developed by this writer spending way too much time around sitcom families, please note that Father’s Day offers us a unique opportunity to quantify the difference with a number. And those are very high spend categories; collectively they accounted for $6.6 In context, $7.1

Math 41

Math Numbers Accounting Retail 41