CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 5, 2022

The most prominent of which is Facet Wealth, which has stated a goal of getting advisors up to 250 clients/advisor by leveraging their own proprietary technology to make their advisors maximally productive. Which attracted a similar tech-enabled RIA competitor “Compound” earlier this year.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., They’re reaching out to you to come in and do education. Let’s have John come in.”

Mergers and Acquisitions (M&A) 130

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

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. ” Leveraging Yelp, Online Searches, And Referrals To Increase Firm Growth [1:02:53]. I pay for their continuing education. Mindy: Yeah.

Planning 130

Planning Investments Accounting Numbers 130

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. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And so, it’s a little bit of an educational process, but …. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I mean, I do think there is a market for leverage and inverse ETFs out there.

Investments 64

Investments Marketing Numbers Risk Management 64

Nerd's Eye View

MARCH 21, 2023

What's unique about Brenda, though, is how she not only came to the financial services industry without any financial background, but did so despite a very financially challenging upbringing, and while navigating challenges of homelessness, bankruptcy, and alcoholism in her 20s, through which she not only persevered and rose through the ranks as a (..)

Education 98

Education Math Planning Leverage 98

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. Melanie Waddell | ThinkAdvisor).

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. So I had some experience in Africa that was able to leverage for this role. So to use the example of the tech crackdown and, and I’ll extend that to also the education sector crackdown that proceeded it. And I just learned a tremendous amount.

Investments 59

Investments Economics Marketing Benchmarking 59

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. Instead, he noted, the tool is designed without fees, with a goal of making customers more likely to pay – and pay on time – by helping to educate them about how to be better financial managers on the whole.

Math 53

Math Education Compliance Forecasting 53

Barry Ritholtz

MARCH 27, 2023

And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products. RITHOLTZ: It was really fascinating. MIELLE: Yes. So all those don’t even exist anymore. And the demand was sort of tardy to come. So those companies restructured or liquidated. I worked really hard.

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

NOVEMBER 22, 2022

SHAW: — and really was an inspiration for the way I think about learning and understanding the value of education. RITHOLTZ: So let’s talk a little bit about education. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? for 50 years — RITHOLTZ: 50. SHAW: Well, it’s pure geometry.

Investments 59

Investments Finance Education Numbers 59

Barry Ritholtz

FEBRUARY 21, 2024

If you don’t know who you are — and if you don’t understand what you own, how much leverage you’re undertaking, how much risk you have — this is a very expensive place to learn that lesson the hard way. We know a little bit of math. He was writing about Wall Street and investing and his insight is correct.

Math 59

Math Economics Planning Education 59

Barry Ritholtz

SEPTEMBER 10, 2024

Now, I, I feel like we educated the street in many ways going back 15, 20 years ago about this rate of change analysis going back to the early two thousands. So that’s the math. There is still excess leverage in the system that I’m not sure how that’s gonna be resolved necessarily.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. KLINSKY: Yeah. KLINSKY: Yeah.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. Healthcare, education, not hugely cyclical, not interest rate sensitive. You know, the leverage in the system builds. All of them, once you talk about health care, education, leisure, hospitality, hotel, et cetera. And if it does, it will create exogenous shock.

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. In addition to cybersecurity, there’s also the third party rule, which is, which is RIAs and investment advisors that leverage third party providers to provide services to their clients. Which we are at Orion.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. And I was always good at math and, and I had been writing code since I was in the sixth grade.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

APRIL 8, 2025

00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? We’ve re levered the economy, if you will, where the leverage of the private sector, the household sector, the corporate sector that got us into the great financial crisis that’s been healed. In a very short period of time.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

Barry Ritholtz

JULY 15, 2024

And the good thing about Northeastern University, they have tremendously great cooperative education program that saved my life because it made me understand I did not want to be a double E or an engineering prof in my profession. I started out math and, and physics, and in high school I was a rock star in math and physics.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. Let me see if I can go to grad school, continue this education. 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. This is implicitly leverage.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

JANUARY 7, 2025

Barry Ritholtz : We always pay attention to regions where there is a pool of capital, a world class educational institution and a, a private sector that can combine all three. The interlinkages between women, our education policy, labor force, productivity, and again, ultimately the growth of the economy. Fascinating.

Valuation 52

Valuation Investments Marketing Math 52

Barry Ritholtz

MARCH 17, 2025

Deficits can be used to accomplish big things like, you know, repairing crumbling infrastructure, improving our healthcare education systems and, and so on and so forth. Wasn’t the Excel spreadsheet error, which changed their math. But that generally involves leverage, right? So we should talk about deficits for whom?

Budgeting 59

Budgeting Economics Math Numbers 59

Barry Ritholtz

SEPTEMBER 26, 2022

So, Tesla has burgeoned on the good will, the purchases of the educated classes, wanting to make a statement, raving about their automobiles, spreading the word. Should it fall below $750, Musk could run afoul of Tesla’s own leverage ratio. As for the science? There are no facts in America anymore, didn’t you hear?

Math 131

Math Manufacturing Education Numbers 131