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CFO Corner With Thryv Holdings’ Paul Rouse

Global Finance

Now, you have to leverage artificial intelligence; if youre not using it yet, youre already behind. And dont think its all about math; its more about strategy. I became the computer auditor in our office simply because I learned how to use the Apple computer we were given. GF: What do you use AI for at Thryv?

CFO 98
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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130
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Weekend Reading For Financial Planners (June 22-23)

Nerd's Eye View

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math 98
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Paytronix CEO Robbins Says DoorDash Still Has A Lot To Prove

PYMNTS

They leverage DoorDash as one channel of distribution among many, not as their sole connection to the digital dining space. But Robbins predicts that by summer, the math is going to look a lot different in terms of the importance of that digital pipeline. Hence, DoorDash is their best option to access the digital consumer.

Math 102
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Stakes Rising In The US-China AI Race

Global Finance

However, Xavier Ferràs, associate dean of the Executive MBA program at Esade Business and Law School in Barcelona, Spain, points out that China’s market and economic systems are less efficient in leveraging these investments.

Economics 111
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Deliverr Vying To Become ‘Uber’ Of Ground Shipping In eCommerce

PYMNTS

As a result, he decided to create an Uber-like model for logistics that leverages existing carriers and warehouses to help online merchants fulfill orders. Then, Krakaris does some math on the backend to find out where merchants should send their products.

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At The Money: Behavior Beats Intelligence

Barry Ritholtz

Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. You can know everything about math and data and markets, but if you don’t control your sense of greed and fear and you’re managing uncertainty in your behavior, none of it matters. None of it matters.

Math 109