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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

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MiB: Jeffrey Sherman, DoubleLine Deputy CIO

Barry Ritholtz

This week, we speak with Jeffrey Sherman , deputy chief investment officer at DoubleLine Capital. We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. He is host of the podcast The Sherman Show and a CFA charter holder.

Math 73
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Holding Onto Your Marketing Budget in a Downturn

CFO News Room

Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce.

Budgeting 130
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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. So I, I did a math degree at Oxford, which is more pure math.

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10 Weekend Reads

Barry Ritholtz

That it was essential to success, not just in the arts, but science, business strategy and investing. KCP Group ). • Your Career Is Just One-Eighth of Your Life : Five pieces of career advice, shaped by economics, psychology, and a little bit of existential math. ( Issues in Science and Technology ). • The Atlantic ). •

Math 122
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Stakes Rising In The US-China AI Race

Global Finance

This sentiment is echoed by AI Now, a research institute, which asserts that “AI is now firmly positioned as a critical strategic technology for the geopolitical and economic ambitions of nation-states.” What makes this AI race particularly compelling is the stark contrast in how the two superpowers approach technological innovation.

Economics 111
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Pokémon’s New Retail Customer Acquisition Math

PYMNTS

This, Ciabarra notes, is a notable difference in bottom line for small and medium sized businesses on tight margins – that requires essentially no investment or upgrade – or marketing costs – just willingness to participate in a virtual world that someone else maintains.

Math 47