Remove Communication Remove Concentration Remove Entertainment
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What Investors Need to Know

CFO News Room

Categories include smart contract platforms , media and entertainment (metaverse) , DeFi , and infrastructure applications. . MV Index Solutions (MVIS), a VanEck subsidiary, has developed a classification scheme to categorize digital asset coins in a way that captures the value and use case related to a coin.

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Mastercard’s Playbook On Fighting Online Fraud’s Big Surge

PYMNTS

There’s a legitimate wave of disputes and chargebacks that are hitting the travel and entertainment verticals as consumers cancel trips, postpone weddings or try to get credit for flights that simply cannot be taken right now. We’re in a brave new world of examining what should be refunded, even what can be refunded.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” It’s constant communication through the year. How Matthew Communicated His Transition And Migrated Clients [29:08]. Michael: So, share with me a little more just how you communicated this. And then each client has a lead advisor that’s the direct communication. Here you go. Matthew: Exactly.

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Transcript: Kristen Bitterly Michell

Barry Ritholtz

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. BITTERLY MICHELL: And so, one of the things that we did was we started communicating more frequently with our clients.

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Transcript: Mike Wilson, Morgan Stanley

Barry Ritholtz

And so it’s, it’s sort of managing that, all of those different constituents with communication. How do you take that massive information and communicate it to both the Morgan Stanley staff, the sales team, the brokers, the asset managers, and the investing public? So that, that’s the challenge.

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Transcript: Natalie Wolfsen, Orion CEO

Barry Ritholtz

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. 00:36:07 [Speaker Changed] The, the SEC is incredibly concerned that financial performance is the primary measure by which the advisor communicates to the investor their success.

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Transcript: Ted Seides

Barry Ritholtz

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. It’s just entertainment. What’s keeping you entertained during lockdown? Both people are kicking money in. SEIDES: Correct. RITHOLTZ: Really interesting.