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.

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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.

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Adam Kae

OCTOBER 29, 2020

You'll need to do some math to understand: where your breakeven is. The higher the demand, the more your potential leveraging power! What are you willing to leverage? To negotiate for the best rate, you'll need to create a comprehensive negotiation strategy. Your Negotiation Strategy. Models, Forecasts, Calculations, Oh My!

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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.

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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., Never miss a Financial Advisor Success podcast episode!

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CFO News Room

DECEMBER 13, 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.

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PYMNTS

DECEMBER 30, 2019

Multiply that by around 43 and the dizzying math begins to emerge. A plan backed by the Illinois Retail Merchants Association places the burden on sales tax collection on the marketplaces, which will then settle up with the state Department of Revenue. With the debate now all but over, the real work has begun.

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PYMNTS

JANUARY 27, 2017

Just recently, Jiobit closed a $3 million seed funding round with investors including Lior Ron, the cofounder of Otto (now owned by Uber); MATH Venture Partners; and Inflection Equity. Jiobit hopes to change that with its flagship tracker by leveraging wireless technology and machine learning that adapts to a child’s daily behavior.

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PYMNTS

SEPTEMBER 5, 2018

The companies plan to apply their initiatives to a range of industries, including financial services (FinServ) and shipping. Baidu is leveraging Intel technology for solutions in other industries, including video and shipping. A press release on Tuesday (Sept. Those clouds run on Intel processors.

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PYMNTS

MARCH 27, 2019

In order for delivery services to leverage subscriptions to keep their services competitive, they must offer models that benefit customers as well as restaurants and merchants, according to Jack Ruth, head of subscription for DoorDash’s subscription service , DashPass. The Math Behind DoorDash’s Subscription Service.

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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. It was within this atmosphere of excitement and potential that Joey Wong made a very pivotal career decision.

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Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Throughout my journey, I have continually strived to be a strategic business leader, both in and out of my finance function, leveraging my extensive experience across developed and emerging markets.

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PYMNTS

JULY 13, 2018

The engineering background, he said, enables him to speak the math- and jargon-heavy language employed by many of the company’s clients, and to make sure his own employees don’t try to pull one over on him. “It He said he hopes to leverage the company’s “first mover role in the marketplace to stay ahead of them.”.

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PYMNTS

JULY 12, 2018

The engineering background, he said, enables him to speak the math- and jargon-heavy language employed by many of the company’s clients, and to make sure his own employees don’t try to pull one over on him. “It He said he hopes to leverage the company’s “first mover role in the marketplace to stay ahead of them.”.

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PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. The company has leased 40 cargo planes and plans to add 10 planes to its roster in the next few years. A Walmart spokesman told CNBC that there are no layoffs planned and Jet’s headquarters will remain in Hoboken, NJ. market share.

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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, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning.

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Barry Ritholtz

JANUARY 16, 2024

Cathy Marcus : 00:01:56 [Cathy Marcus] And I’m very fortunate that it worked out because there’s no plan B there. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I like the idea of kind of urban planning. Urban, urban planning.

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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. Two reasons. Some don’t.

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Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Was that the plan? Heather Brilliant : It was not the plan. So it generally is something that we plan as we see it coming and really try to collaborate with our clients so that we can appreciate where it may create a challenge for no reason. How far out do you plan it?

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PYMNTS

MAY 16, 2016

It’s all about the math. More sales in a channel where margins are lower and fewer sales in an in-store channel where consumers buy more things that they hadn’t planned to buy and that probably aren’t on sale – isn’t exactly an environment that gives investors a lot of confidence long term. .

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Retail Sales CFO Numbers 43

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. BERRUGA: You know, great question.

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CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. 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.

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CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. My guest on today’s podcast is Dan Callahan.

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Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms. My guest on today's podcast is Brenda Hiscock.

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CFO News Room

NOVEMBER 8, 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.

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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.

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Barry Ritholtz

FEBRUARY 17, 2025

Was finance and investing always part of the plan? And essentially decided to pivot from that original plan because it became clear to me as I got older that to really make a living as a concert pianist, you need to be the top 1% in the world. And I did a lot of options math, which I thought was interesting.

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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. Access that can be successfully leveraged into a consumer life. What Powers Petal. According to Gross, the Petal product is designed differently, from the ground up. “One

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Math Education Compliance Forecasting 53

Barry Ritholtz

NOVEMBER 15, 2022

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. The use case for a single stock ETF — RITHOLTZ: Leverage. It’s how math works.

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Barry Ritholtz

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. A great example, you know, some of these things you can plan for and some you can’t. You begin in audit practice at KPMG.

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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. Barry Ritholtz : We’ve discussed before, any decision or plan we make requires not 1, but 2 judgments.

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Barry Ritholtz

AUGUST 20, 2024

What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

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Barry Ritholtz

MARCH 27, 2023

Was that where you plan to go? And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products. But think of the pension plans, think about the school endowments, they really need some safety. But let’s roll back a little bit. You get an MBA at Stanford.

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Barry Ritholtz

JULY 4, 2023

What were your early career plans? ” 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.

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Barry Ritholtz

NOVEMBER 22, 2022

RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? And I met a woman who covered enterprise software at Goldman, and she gave me really great insight into how I could leverage the industry knowledge that I had developed at IBM. And that’s why with AltFinance, you know, this is a long-term plan.

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Barry Ritholtz

SEPTEMBER 10, 2024

Was investing always the career plan? 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. Let’s, let’s talk a little bit about your background. You get A B, BA from University of Michigan [Go Blue!],

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PYMNTS

DECEMBER 22, 2020

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.

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