CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

PYMNTS

FEBRUARY 2, 2017

PYMNTS will update with all the details and provide analysis once Amazon releases its numbers. Called STEM Club , the new service delivers hand-picked, age-appropriate educational toys for kids for $19.99 All toys selected will in some way be related to science, technology, engineering and math. from Chinese merchants.

Math 51

Math Transportation Education Retail 51

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. 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.

Education 130

Education Planning Investments Benchmarking 130

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. Author: Michael Kitces. Team Kitces.

Education 130

Education Planning Numbers Securities 130

PYMNTS

JULY 13, 2018

A growing number of companies are coming to understand how consumers’ granular-level data can lead to a host of revenue-enhancing opportunities, and set a path for customer acquisition and product improvement. But Macdonald said he is confident the numbers will shift in such a way to benefit the company and its data collection efforts.

Advertising 40

Advertising Math Construction Education 40

PYMNTS

JULY 12, 2018

A growing number of companies are coming to understand how consumers’ granular-level data can lead to a host of revenue-enhancing opportunities and set a path for customer acquisition and product improvement. But Macdonald said he is confident the numbers will shift in such a way to benefit this company and its data collection efforts.

Advertising 40

Advertising Math Construction Education 40

PYMNTS

AUGUST 6, 2016

Many estimate that today, that number is now somewhere north of $3 billion. . And anyone who ever told you that no one gets rich working in education, well, they weren’t exactly right. . Daniel Riseman has degrees in English, mathematics and a masters in education. In 2009 , parents around the world spent an estimated $2.5

Education 42

Education Math Securities Advertising 42

Barry Ritholtz

JANUARY 24, 2023

I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small. RITHOLTZ: So it’s different math then I need 100x winner versus 99? RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 104

Mergers and Acquisitions (M&A) Investments Leverage Numbers 104

Barry Ritholtz

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. Key brands, number one, Coca-Cola Bottling is the company that really helped to jumpstart the city.

Investments 57

Investments Finance Education Numbers 57

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.

Mergers and Acquisitions (M&A) 130

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

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.

Planning 130

Planning Budgeting Investments Communication 130

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

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.

Economics 57

Economics Education Profit and Loss Banking 57

CFO News Room

DECEMBER 23, 2022

When we had this conversation, I initially joked that we would need to set up “braces savings accounts” for them instead of 529 college savings plans. When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! Dental insurance plans don’t typically cover the full cost of Invisalign.

Healthcare 130

Healthcare Planning Finance Accounting 130

Barry Ritholtz

JANUARY 9, 2024

You, you were valedictorian Harvard, you never mentioned your Ivy League education. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

CFO News Room

NOVEMBER 3, 2022

As a starting point, it’s important to understand that as the financial services industry has evolved into the digital age, it has become increasingly common for financial advisors to rely on web-based business development strategies where the typical number of ‘prospects’ who visit the advisor’s website are often astronomically large.

Numbers 130

Numbers Planning Communication Marketing 130

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. It is something, math has always come easy to me since a child.

Math 52

Math Leadership Investments Entertainment 52

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

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. What were the career plan? When would you do it?

Investments 57

Investments Communication Benchmarking Technology 57

Barry Ritholtz

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. Was that something you were planning on doing or — RIEDER: No. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. You said BlackRock absorbed R3.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

JUNE 6, 2023

I said, yes, I plan to. And they do that for 35 years tweaking numbers I go you won, you won the game. Number one, everybody has credit cards, everybody misunderstands how to use them, and there are actually some secret perks that people have no idea about. SETHI: Yes, number one is eating out or dining. SETHI: Fantastic.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

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

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. 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, it’s a little bit of an educational process, but …. I love statistics.

Investments 117

Investments Marketing Profit and Loss Banking 117

Barry Ritholtz

JUNE 18, 2024

She has a, a fascinating career, and the new book is really interesting that basically teaches people to, you know, take control of their own careers, develop a vision and a plan, and then execute it. Was there any sort of career plan there? I didn’t really have a career plan. I could buy the plan.

Entertainment 57

Entertainment Investments Math Advertising 57

Barry Ritholtz

SEPTEMBER 10, 2024

Was investing always the career plan? 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, that’s number one. Because the claims numbers were better. So that’s the math.

Valuation 62

Valuation Investments Economics Marketing 62

Barry Ritholtz

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Investments 52

Investments Benchmarking Valuation Construction 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

MARCH 27, 2023

Was that where you plan to go? RITHOLTZ: There’s safety in numbers. But if you look at luck in the much broader context of I was born in a free, wealthy country, France, to parents who were both educated and value education, not particularly wealthy but middle class, upper middle class, right? MIELLE: Right.

Investments 112

Investments Restructuring Profit and Loss Finance 112

PYMNTS

JANUARY 19, 2017

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. San Francisco–based cloud computing company Salesforce laid out plans to grow its 1,600-person Indianapolis work force by another 800 employees.

Math 44

Math Manufacturing Startups Nonprofit 44

Barry Ritholtz

JULY 15, 2024

Was finance always the career plan? 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 had a number of other things as well.

Investments 57

Investments Marketing Banking Benchmarking 57

Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. What was the career plan? Well, there was no career plan really. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. 00:01:48 [Savita Subramanian] Yeah.

Finance 57

Finance Marketing Numbers Investments 57

Barry Ritholtz

JUNE 3, 2024

What was the original career plan? And so I, and I don’t mean attending class for your own education, but I meant if you want to teach, you have to go to the local schools, Jeffrey Sherman : Order a course, watch a teacher, do what you’re studying to do and say, Hey, is this for me? What were you thinking?

Math 57

Math Marketing Treasury Valuation 57

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. You’re actually crunching a lot of numbers. That OER number was calculable four months ago.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. CASE: Well, actually when we started in 1985, it was — the Internet was restricted to government agencies and educational institutions. RITHOLTZ: Wow.

Mergers and Acquisitions (M&A) 67

Mergers and Acquisitions (M&A) Startups Investments Healthcare 67

Barry Ritholtz

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. So, I did the math, 20 million times a hundred.

Investments 127

Investments Math Banking Profit and Loss 127

Barry Ritholtz

SEPTEMBER 26, 2022

“ Elon Musk says he would reverse Twitter’s Trump ban “ Don’t buy a new gasoline car unless you’re planning to get rid of it in just a few years, which is kind of dumb, because then you’re eating the depreciation. Regardless, this is thought provoking. What is your 35mm camera worth today?

Math 130

Math Manufacturing Education Leverage 130