CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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PYMNTS

JULY 16, 2020

Nathoo and other Outschool executives have extensive technology backgrounds, bringing a decidedly tech-oriented approach to online education, with an emphasis on secure and communication-rich video interfaces and outside-the-box course offerings. Developing a subscription plan is not as simple as adding a button to a website.

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CFO News Room

DECEMBER 27, 2022

or how the limiting of in-person workshops during the pandemic has inspired John to offer financial planning and has increased opportunities for his firm to grow and scale even further, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Stokes. Author: Michael Kitces. Team Kitces. Nice to meet you.

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Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households.

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CFO News Room

NOVEMBER 3, 2022

In our 98th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a scarcity perspective can result in a firm’s loss of focus by trying to accommodate any and all clients regardless of their needs. He’s got financial planning clients. Read More +. Read More +. ?

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The Charity CFO

JANUARY 17, 2022

So you can understand what’s happening in your business and communicate effectively with your board members, donors, and financial team. You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). It’s a necessity. Start right here (??)

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CFO Thought Leader

SEPTEMBER 29, 2024

Having grown up in Los Angeles after her family had emigrated from Hong Kong, Wong had always been drawn to math and science, a passion that eventually led her to MIT, where she studied economics and business. It was within this atmosphere of excitement and potential that Joey Wong made a very pivotal career decision.

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PYMNTS

DECEMBER 18, 2018

That doesn’t mean 5G will all happen at once, of course, as some big tech players have announced relatively delayed plans for the mobile technology – and it will take some time before solid 5G use cases emerge and make their way into white papers and “best practice” highlight sections on vendor websites.

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PYMNTS

JANUARY 19, 2017

It looks as though Montreal, Canada’s robust AI community has left a good impression on tech giant Microsoft. So good in fact, Fortune reported, that the company announced plans to double the size of its local AI research group, increasing the number of team members from 40 to 80. Montreal’s AI Future . The New Puerto Rico.

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Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. This responsibility is challenging but enjoyable — it allows me to demonstrate many skills such as financial and business analysis, communication, negotiation, influencing and thought leadership etc. Woranat Dumrongsiri (WD): My interest in finance began in high school.

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PYMNTS

JANUARY 12, 2017

All in all, we get a huge share of traffic and a great deal of customer data on the mobile app, which helps us in sending out targeted communications. That also helps us in growing user engagement. PYMNTS: How do people pay for the things they buy? How has that changed over the years? Secondly, it will be product offerings.

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Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I love statistics.

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Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. Some don’t.

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Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that.

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Barry Ritholtz

JUNE 6, 2023

I said, yes, I plan to. I say fantastic, but most people with separate accounts never had that conversation and that is the plan. It’s much deeper than math. SETHI: So, I had some internships in college and then when I graduated, I accepted an offer from Google actually. And they said, you should take some time.

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CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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CFO News Room

DECEMBER 6, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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CFO News Room

DECEMBER 17, 2022

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. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

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CFO News Room

NOVEMBER 17, 2022

At the same time, though, over-analyzing strategies prior to implementing them can create a substantial gap between ideating a plan and actually putting it into motion. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession. business goals!

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Barry Ritholtz

SEPTEMBER 10, 2024

Was investing always the career plan? 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?

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Barry Ritholtz

AUGUST 29, 2023

And when you saw the US Ag down 13% last year, for folks, again, who are investing for retirement and in their 529 plans, they’re not concerned about it. And until they decide to communicate a different message, that’s what the market is going to continue to follow. DAVIS: That’s exactly it.

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Barry Ritholtz

JULY 29, 2024

What were the career plan? So I came to New York, no job plans, no ideas. You know, met the board, really liked what they had to say about plans for Orion, spent some time with Eric. Full disclosure, my firm uses Orion as part of our tech stack and managing the four and a half or so billion dollars we have. When would you do it?

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Barry Ritholtz

SEPTEMBER 26, 2022

And so the idea of this product was you plug the game cartridge, they had a communications capability, a modem built in, and you could download video games, almost like having an in-home arcade, like a Netflix for video. The math never seems to work out. Hayes, the communications modem company was in Atlanta, Georgia.

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Barry Ritholtz

JANUARY 24, 2023

There was XO Communication and McLeod. RITHOLTZ: So it’s different math then I need 100x winner versus 99? It’s the big Canadian asset plans. And then lo and behold, for some reason, the equipment didn’t work for the new entrants — RITHOLTZ: Right. KLINSKY: — as well as they had expected.

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Barry Ritholtz

OCTOBER 21, 2024

What was investing always the career plan? 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. So there’s a, there’s a, a whole planning that goes on in terms of when you launch different funds.

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Barry Ritholtz

FEBRUARY 13, 2023

Was that something you were planning on doing or — RIEDER: No. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. How are we doing in literacy versus math versus science? RITHOLTZ: So let’s talk a little bit about BlackRock.

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Barry Ritholtz

MARCH 12, 2024

Imagine setting up a platform with, you know, in 32 markets that has to buy each individual home and execute a CapEx plan on a 30, $40,000 CapEx plan on a home. And I was always good at math and, and I had been writing code since I was in the sixth grade. And so that’s, that’s where we’ve been.

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Barry Ritholtz

DECEMBER 12, 2022

Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( Gen Z’s use of emojis, slang and punctuation is confusing older colleagues as workplace communications are increasingly online. The bond market certainly DID NOT see the pandemic-induced inflation coming. ( New York Times ). • Economist ).

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PYMNTS

JANUARY 12, 2021

Local officials, and their counterparts at the state level, have complained of limited cash reserves for vaccine rollout, as well as unclear communication from the federal government when it comes to clear instructions. Instead, they plan to continue shopping, ordering and paying for food online.

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Barry Ritholtz

JULY 15, 2024

Was finance always the career plan? I started out math and, and physics, and in high school I was a rock star in math and physics. Now, I participated in some of that as a research analyst by looking at companies like Total Access Communications that tie wireless company, PL dt, Philippine, long Distance Telecom.

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Barry Ritholtz

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And he came up with a plan in late 2003 to solve this problem with the oligarchs and what he did was there was one oligarch in particular who was the richest oligarch. They said, seven years.

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Barry Ritholtz

NOVEMBER 25, 2024

Quantitative investing was, was that the plan from the beginning? And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that. It was not.

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Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. RITHOLTZ: The communication was bad also. And that’s sort of the math. HOFFMAN: Contingency planning here was brutal. What led you into this area?

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Barry Ritholtz

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: And … RITHOLTZ: I like your dad’s idea You should have created a business plan, just so you have it under your belt So now, I can’t imagine. LINDZON: No, so obviously, I did the business plan, I’m kidding.

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Barry Ritholtz

NOVEMBER 19, 2024

Really quickly, what were the career plans? Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. So when you say people, are you planning to vote?

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Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. We started on that plan in December of 16. You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing.

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