CFO News Room

NOVEMBER 22, 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.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

JULY 11, 2023

” Who are the number one users of TurboTax? And you see that in the numbers, right? You have half the number of public companies that you had in 2000. What was the thinking behind the O’Shaughnessy acquisition and what are the plans for Canvas? I don’t want to deal with it. It’s the CPAs.

Mergers and Acquisitions (M&A) 87

Mergers and Acquisitions (M&A) Investments Finance Technology 87

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. I think it was just a bit of poor planning more than anything else. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. I was on the Producer Price Index. RITHOLTZ: At the BLS, no.

Investments 52

Investments Valuation Benchmarking Marketing 52

The Finance Weekly

OCTOBER 13, 2021

Universities had to move to online learning when students were suddenly obliged to stay at home due to local health restrictions, while still providing them with a good educational experience. For example, a retailer might discover that, despite plans to build another location, many of its consumers choose to never shop in a store again.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

PYMNTS

AUGUST 16, 2016

India’s smartphone users are expected to number 244 million in 2017, surpassing the number of smartphone users in the U.S. Companies Nestlé SA and Coca-Cola told The Wall Street Journal that as people are paying for data plans to access the internet, they have less cash to spend on other consumer items. “The

Concentration 40

Concentration Advertising Education Forecasting 40

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. 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.

Investments 117

Investments Marketing Profit and Loss Banking 117

PYMNTS

NOVEMBER 13, 2019

million consumers subscribe to consumer retail products, whereas streaming has three times the number of subscribers at 123.6 Streaming subscribers are concentrated among millennials (82.9 Respondents with higher incomes and education levels are also likelier to spend more on consumer retail product subscriptions.

Retail 42

Retail Concentration Education Marketing 42

PYMNTS

NOVEMBER 13, 2019

million consumers subscribe to consumer retail products, whereas streaming has three times the number of subscribers at 123.6 Streaming subscribers are concentrated among millennials (82.9 Respondents with higher incomes and education levels are also likelier to spend more on consumer retail product subscriptions.

Retail 40

Retail Concentration Education Marketing 40

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. SEIDES: That allows you to make charitable bets based on long-term educational beliefs. Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. Less, 20, 30%? So back in 2007.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. I was employee number 10.

Investments 62

Investments Marketing Numbers Risk Management 62

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. It’s going to make numbers look really good because you’re not forced to make a decision, because you don’t want to sit there earning half a percent. MCCARTHY: That is what’s most important.

Mergers and Acquisitions (M&A) 62

Mergers and Acquisitions (M&A) Investments Construction Concentration 62

CFO News Room

JANUARY 14, 2023

New York (1905), where, in a 5-4 decision, the Court held that a statute that set a maximum number of hours bakers could work during a week was a violation of the 14 th Amendment, which protected liberty of contract. Board of Education , declaring “separate but equal” public schools unconstitutional. The most famous case was Lochner v.

Economics 130

Economics Education Concentration Sales 130

Barry Ritholtz

JUNE 13, 2023

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? So I’m hopeful that with a bit of education, the science-based approach, people will realize that it shouldn’t be a political game. RITHOLTZ: Yes, I can imagine. I understand why.

Investments 57

Investments Banking Entertainment Valuation 57

Barry Ritholtz

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

Barry Ritholtz

APRIL 11, 2023

ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. DAMODARAN: I am interested in numbers. I’m naturally a numbers person. It’s only in the last century that numbers have come to the forefront. I know you will also.

Valuation 117

Valuation Education Finance Numbers 117

Barry Ritholtz

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Mergers and Acquisitions (M&A) 62

Mergers and Acquisitions (M&A) Compliance Investments Finance 62

CFO News Room

DECEMBER 8, 2022

Until recently, economic central planning from the political right received far less attention than its well-known manifestations on the left. Unfortunately, an emerging faction on the political right has decided to deploy economic planning of their own as an intended countermeasure against their progressive foes.

Economics 130

Economics Education Planning Manufacturing 130

CFO News Room

JANUARY 17, 2023

This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. As aforementioned, 0.45–10%

Concentration 130

Concentration Economics Manufacturing Numbers 130

CFO News Room

JANUARY 10, 2023

Biden’s Education Department just proposed a new way to make monthly student-loan payments ‘more affordable and manageable than ever before’” [ Business Insider ]. We demonstrate, first, that exposure to Russian disinformation accounts was heavily concentrated: only 1% of users accounted for 70% of exposures. Wowsers. ”

Concentration 130

Concentration Education Healthcare Budgeting 130