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. But it can’t be a regular brokerage account, because you’re not securities licensed on that side. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Accounting Math Compliance 130

CFO News Room

DECEMBER 17, 2022

Among respondents without an advisor, 27% said they would be interested in receiving help on retirement income planning (27%), Social Security and Medicare advice (22%), developing a financial plan (22%), and tax guidance (21%), though notably tax guidance was the top area cited among those with at least $500,000 in assets.

Planning 130

Planning Education Investments Benchmarking 130

CFO News Room

DECEMBER 15, 2022

In our 101st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges advisors face in setting fees commensurate to their service offerings and the importance of charging sustainable fees to help businesses flourish. I could do the rough math on his firm. If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

PYMNTS

MARCH 17, 2017

The movement toward financial inclusion, and toward a consumer experience that is seamless and intuitive and secure, is one that brings companies to share process and perhaps even prosperity. So take all the security, administrative and efficiency problems that come with being cash only — but writ large. Connectivity and Collaboration.

Math 41

Math Securities Auditing Communication 41

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. Carl: But whereas the old days when you and I both were starting, security selection was…security selection and access to information was front office, right?

Technology 130

Technology Planning Investments Leverage 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. Amazon not only coined the term one-click checkout , but filed a patent for it in 1997 and secured it in 1999. His economic principles were what inspired President Lyndon B.

Retail 54

Retail Math Leverage Economics 54

CFO News Room

DECEMBER 27, 2022

We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard. John: Yeah.

Mergers and Acquisitions (M&A) 130

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

PYMNTS

NOVEMBER 29, 2017

Usually, said Frechtling, customers are smart enough to do the math based on the date and amount of the charge, but it doesn’t take a lot of chargebacks to see a pattern, and when combined with other data, this technique can be powerful in taking down a launderer. Finally, make a point of consistent internal communication.

Math 46

Math Communication Sales Transportation 46

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” Who comes to a conversation about social security and Medicare? ” Felt like a great place to start.

Education 130

Education Planning Numbers Securities 130

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. So you come out of Villanova, you end up at first Boston in, in 1987 in the Special Situations Fund and Distressed Securities Group. 00:02:16 [Speaker Changed] Me too.

Investments 59

Investments Numbers Marketing Leverage 59

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.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

SEPTEMBER 10, 2024

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’s the math. It’s not secure.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

FEBRUARY 13, 2023

So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. So I think there are 4,800 equities, different securities globally. And so whenever we build a portfolio, we think about every security has a tail to it. Was that the basis?

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. So you think back 30 years, there was so many people who were focused on individual security selection, picking individual stocks. So our shareholders benefit whenever there’s a lot of demand for certain securities that we own.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

SEPTEMBER 7, 2022

So I tend to view computer coding not that dissimilar to communicating in a foreign language. A lot of times you’re learning your French, Spanish to communicate with someone in a different country. When you’re learning computer coding, you’re just learning how to communicate with a machine.

Marketing 122

Marketing Communication Math Technology 122

Barry Ritholtz

JUNE 6, 2023

It’s much deeper than math. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? That’s why somebody might hire a personal trainer instead of doing it on YouTube. Even just luxury.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? ” It wasn’t that they didn’t communicate that.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. There’s no one in the industry that questions the need for this industry to be very secure. Again, as a first draft with within advisor teams or between the advisor and the investor. A hundred percent.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Anything else?

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. 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.

Treasury 52

Treasury Retail Economics Entertainment 52

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. You know, where do you want to the duration to be, et cetera, views on the value in certain sectors, views on individual securities, you know, so that’s the raw material that we get. But those guys are great, right?

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

MAY 16, 2023

They kept the reputation intact by communicating with their investors. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem. Now security is a little different and … LINDZON: They did a video together.

Leverage 116

Leverage Investments Valuation Marketing 116

Barry Ritholtz

NOVEMBER 25, 2024

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. 01:02:36 All the math tells us we should not buy high dividend yield stocks.

Leverage 59

Leverage Investments Marketing Math 59

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.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Startups Investments Healthcare 69

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. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division.

Marketing 112

Marketing Banking Treasury Profit and Loss 112

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 so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive. And asked them, how much does one of these things cost, and they said, $20 million new.

Investments 128

Investments Math Banking Profit and Loss 128

CFO News Room

JANUARY 9, 2023

So, go long digital communications (or continue going long). • The current “vaccine soup” makes the WHO naming convention poor scientific communication, what a surprise. Here’s the math. This ends debate on utility of N95 use during air travel.” Feel free to circulate widely. * * *. • Hence, “kraken”: You know what?

Construction 130

Construction Numbers Math Communication 130