CFO Thought Leader

SEPTEMBER 29, 2024

Having grown up in Los Angeles after her family had emigrated from Hong Kong, Wong had always been drawn to math and science, a passion that eventually led her to MIT, where she studied economics and business. Expand Title My number two focus will be on the new business models that we’re going into. This is my first priority.

CFO 52

CFO Math Economics Finance 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

PYMNTS

MAY 7, 2018

The math behind his claim suggests that finding someone’s honest-to-goodness soulmate is a once in every 10,000 lifetimes kind of thing. When users create their Facebook profiles, they can declare any number of relationship status options : single, married, engaged, divorced, in a relationship, “it’s complicated” and many more.

Math 46

Math Advertising Numbers Leverage 46

CFO News Room

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g., Leverage the back office to the sky. Carl: Yeah.

Technology 130

Technology Planning Investments Leverage 130

Future CFO

NOVEMBER 29, 2023

Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers. I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Numbers could tell a story, they could explain behaviours and predict the future.

Finance 52

Finance Leadership Auditing Math 52

PYMNTS

AUGUST 1, 2019

KiwiCo , a monthly science, technology, engineering, and math (STEM) subscription box for children, is improving its security practices by partnering with third-party providers. KiwiCo also leverages a system that prevents card-and-wallet tests, which see fraudsters rapidly testing the validity of hundreds of stolen credit details.

Securities 43

Securities Math Leverage Numbers 43

PYMNTS

APRIL 7, 2017

If a business doesn’t have the robustness in terms of data sets, the data scientists needed to analyze that data or even the technology infrastructure to run analytics properly and perform real-time decisioning in house, then they may be better off leveraging the scale of a platform that does. The “Buy Vs. Build” Decision.

Credit Risk 49

Credit Risk Math Leverage Technology 49

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 Marketing 40

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., But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 13, 2022

So, that’s the number one thing that I learned because when I really just lived full time in that box, I wasn’t understanding how much other life was happening around me. I felt like I would just be a number. He got a lot of phone numbers. My numbers were terrible. He said, “Hey, your numbers suck.

Planning 130

Planning Profit and Loss Numbers Leadership 130

PYMNTS

NOVEMBER 29, 2017

However, that can lead to a transaction laundering ring’s undoing, says Frechtling, because the weak points of legitimate businesses are well-known and can be leveraged to topple an evil enterprise. In the case of Al Capone, the Justice Department and the IRS went after the Chicago Outfit for tax evasion.

Math 46

Math Communication Sales Transportation 46

CFO News Room

DECEMBER 20, 2022

Because I know a number of firms that do have some amount of 401(k) business do have a wealth offering and have struggled to figure out how to systematically or efficiently get clients to switch over, or move over, or cross over when it’s appropriate for them to do so. Michael: Interesting.

Education 130

Education Planning Numbers Securities 130

PYMNTS

JUNE 14, 2019

While Amazon is fairly tight-lipped about specific numbers, eMarketer has cut its estimate of Amazon’s current online commerce market share in the U.S. It is a complicated question — and one greatly dependent on how exactly one lays out the math. Starting with… Amazon. market share.

eCommerce 40

eCommerce Retail Leverage Marketing 40

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. But he was wonderfully successful in the insurance environment.

Planning 130

Planning Communication Profit and Loss Education 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. It’s why we tend to also do investment management, or also do something to implement. Mindy: Yeah, yeah. It’s pretty straightforward. Mindy: Yeah.

Planning 130

Planning Investments Accounting Numbers 130

Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. New York is number one. Two reasons.

Investments 59

Investments Math Risk Management Benchmarking 59

PYMNTS

MAY 16, 2016

Foot traffic was down, the number of in-store transactions were down – at Macy’s that dip was 7 percent and far worse, they said, than last year, which was also down. It’s all about the math. Overall, department store sales were down more than 3 percent. Mall foot traffic, which is where most of these stores are located, is also down.

Retail 43

Retail Sales CFO Numbers 43

Barry Ritholtz

JANUARY 16, 2024

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. If there was an error in a report or a number, I went ballistic.

Investments 105

Investments Marketing Transportation Finance 105

Barry Ritholtz

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investments 59

Investments Valuation Concentration Marketing 59

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. BITTERLY MICHELL: Not in leveraged, no, not at all, give more ….

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 was employee number 10. RITHOLTZ: Which is really a pretty big number.

Investments 64

Investments Marketing Numbers Risk Management 64

CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. And it’s based on what your assets under management are, your number of accounts. So, what did it look like for the RIA side? Is it a similar fee?

Planning 130

Planning Accounting Compliance Math 130

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

Barry Ritholtz

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. So during my time there, I was probably employee number four or five. So I had some experience in Africa that was able to leverage for this role. In fact, I think the number is net of fees 10 years out, it’s like 93% underperform the benchmark in in us.

Investments 59

Investments Economics Marketing Benchmarking 59

Barry Ritholtz

SEPTEMBER 19, 2022

is about broadening access to knowledge, capital and well-being by leveraging existing networks and protocols, and building trusted brands. WENGER: No, we’ve definitely always been disciplined on valuation, and we’ve let a number of things go. In the later stage markets, you know, there’s a headline number.

Valuation 122

Valuation Investments Marketing Technology 122

PYMNTS

NOVEMBER 20, 2017

He didn’t think much of math and science — rather unusual given his choice of a profession that uses complicated math formulas to communicate. Amazon’s even one of a small number of retailers tapped by the U.S. None of the other Pays has even achieved half that number. Will Wallets Drive the Future of Retail?

Retail 54

Retail Math Leverage Economics 54

Barry Ritholtz

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Investments 119

Investments Banking Advertising Numbers 119

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: There’s safety in numbers. RITHOLTZ: The whole concept of whisper numbers, which we still use the phrase, but it doesn’t really exist anymore. The numbers are correct.

Investments 114

Investments Restructuring Profit and Loss Finance 114

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, that can move the numbers, as well.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

NOVEMBER 15, 2022

I have lots of different ways I can get that number to go up. It’s still a fairly small number. So as much as I’m personally still a pretty strong skeptic of active management, I mean, I understand the math, and the odds are not in your favor. I read all those academic papers, I understand where the math comes from.

Investments 111

Investments Finance Marketing Math 111

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. paraplanner) count for the same number of hours as those within a planning firm but with little engagement on actual financial planning (e.g.,

Planning 130

Planning Education Investments Benchmarking 130

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 59

Investments Finance Education Numbers 59

Barry Ritholtz

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. These are big numbers.

Investments 59

Investments Numbers Risk Management Concentration 59

Barry Ritholtz

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. That’s amazing leverage. We forget that most people didn’t have the skillset around Excel, et cetera.

Concentration 69

Concentration Valuation Marketing Investments 69

PYMNTS

JULY 8, 2016

Walmart Pay comes to market with a few built-in advantages: it leverages the Walmart.com app, which is used by 20M+ people roaming around their stores each month, it works on every sort of smartphone out there, and they control the POS in all of their stores, just like Starbucks does. Next time, guys? SMB Working Capital.

Valuation 40

Valuation Math Manufacturing Numbers 40