CFO News Room

DECEMBER 5, 2022

The most prominent of which is Facet Wealth, which has stated a goal of getting advisors up to 250 clients/advisor by leveraging their own proprietary technology to make their advisors maximally productive. It’s the physical security protections that ensure the money cannot be stolen by thieves.

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CFO News Room

NOVEMBER 18, 2022

Back before it became apparent that a financial crisis was happening, there was an immense amount of leverage in the banking system over which Bernanke had a responsibility to regulate. The banks had become over-extended, over-leveraged and Fed wasn’t paying attention at the time. That’s just the math.

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Banking Economics Leverage Marketing 100

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., Carl: So, security selection, no longer, right?

Technology 130

Technology Planning Investments Leverage 130

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 not only coined the term one-click checkout , but filed a patent for it in 1997 and secured it in 1999. His economic principles were what inspired President Lyndon B.

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Retail Math Leverage Economics 54

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. as a safe starting point for retirees with a 30-year time horizon, a 50% stock/50% bond asset allocation, and who would like to secure a 90% probability of not outliving their money.

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Planning Education Investments Benchmarking 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. But it can’t be a regular brokerage account, because you’re not securities licensed on that side. Stacey: Right. Stacey: Right.

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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. Finding a soulmate on those platforms, however, comes down to how well these online intermediaries can solve a pretty simple math problem. Finding one’s soulmate isn’t easy.

Math 46

Math Advertising Numbers Leverage 46

Barry Ritholtz

SEPTEMBER 7, 2022

They may want to expand their business through leveraging a community that the listings market, particularly the NYSE brings to the table. million securities on the fixed income opaque side of the market, using a lot of great systems, a lot of great mathematical mouth, and also couple hundred humans. RITHOLTZ: That’s interesting.

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PYMNTS

JULY 13, 2018

-based wireless carriers said they would stop sharing such location-based consumer data to some controversial data aggregators , a move that is part of the increasing attention that consumers, and their lawmakers, are paying to privacy and security in this digital age. Different Methods. It helps me keep my engineers honest,” he joked.

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PYMNTS

JULY 12, 2018

-based wireless carriers said this would stop sharing such location-based consumer data to some controversial data aggregators , a move that is part of the increasing attention that consumers, and their lawmakers, are paying to privacy and security in this digital age. Different Methods. It helps me keep my engineers honest,” he joked.

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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 I know just the math of that is hard. Let’s get that rollover done.”

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

PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. New To The Market: A Secure Credit Card And A Sneak Peak Theatrical Release. Amazon and Synchrony Financial are partnering up on a new secured card credit offer for Amazon Prime members looking to rebuild their credit. market share.

eCommerce 40

eCommerce Retail Leverage Marketing 40

Barry Ritholtz

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. So you come out of Villanova, you end up at first Boston in, in 1987 in the Special Situations Fund and Distressed Securities Group. 00:02:16 [Speaker Changed] Me too.

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Investments Numbers Marketing Leverage 59

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.

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Math Communication Sales Transportation 46

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.

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Planning Math Numbers Investments 130

CFO News Room

DECEMBER 13, 2022

” And whatever math we were using or research we were using, we were saying, “Well, approximately 80% of people have a strong financial plan that allows them to reach that level of success…” or excuse me, “20% have that type of financial plan that allows them to reach that level of success. That’s it.

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Planning Profit and Loss Numbers Leadership 130

CFO News Room

DECEMBER 20, 2022

And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning. If I helped somebody make some social security and Medicare decisions, then they were asking me if they could roll money over and raising their hand. Who comes to a conversation about social security and Medicare?

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

SEPTEMBER 3, 2024

And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value. You definitely see people’s concern about asset back securities move in line with that.

Investments 59

Investments Valuation Concentration Marketing 59

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 then we have the 0% cap.

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Restructuring Planning Marketing Accounting 130

Barry Ritholtz

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. So I had some experience in Africa that was able to leverage for this role. And I’m so glad you gave me that advice because that really was the starting point of my career in securities analysis. 00:07:26 And then I moved on to the equities team afterwards.

Investments 59

Investments Economics Marketing Benchmarking 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. Which is the idea that passive investors hold every security.

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Concentration Valuation Marketing Investments 69

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. So I think there are 4,800 equities, different securities globally. You know, the leverage in the system builds.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

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. And we were very lucky because we were able to secure this ticker, RATE, which is definitely a very young product.

Investments 65

Investments Marketing Numbers Risk Management 65

Barry Ritholtz

SEPTEMBER 10, 2024

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. It’s not secure. We have like 8% growth built in for next year’s earnings growth. There are some other things going on around the world. To the, why can’t you do email?

Valuation 65

Valuation Investments Economics Marketing 65

PYMNTS

OCTOBER 16, 2017

The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. Bitcoin’s infrastructure is highly concentrated and not all that secure.

Currencies 71

Currencies Financial Systems Concentration Investments 71

Barry Ritholtz

MARCH 27, 2023

I invest less because I’m interested in what widgets a company does, and more in the capital structure and how to position yourself, what the other guy is going to do at the bond level or senior secured level, and how to position yourself to make money. That’s the thrill to me. RITHOLTZ: It was really fascinating. MIELLE: Yes.

Investments 114

Investments Restructuring Profit and Loss Finance 114

Barry Ritholtz

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. There’s no one in the industry that questions the need for this industry to be very secure. Or that they have technology they can actually leverage on the technology side of the equation. A hundred percent.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Anything else?

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

MARCH 21, 2023

But within the market, the so-called security markets line is pretty much entirely flat and has been in sample and out of sample for a ridiculously long amount of time, in a ridiculously large amount of places. My mom was a math teacher so — RITHOLTZ: Okay. They’re paying a market price for the security.

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69

Barry Ritholtz

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that. This is implicitly leverage. Leverage is a tool that accentuates both the good and the bad.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

NOVEMBER 15, 2022

I mean, we have a lot of securities laws in this country, not because we’re obsessed with lawmaking, but because some bad stuff happened and we fixed it by making rules about it. RITHOLTZ: And security is a huge one. NADIG: And security is a huge one, knowing your customer is a big one, anti-money laundering. NADIG: Right.

Investments 111

Investments Finance Marketing Math 111

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And that’s sort of the math. RITHOLTZ: Sounds dry and tedious, but.

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Treasury Retail Economics Entertainment 52

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. The next step from there was that Social Leverage. This all is leverage from the network.

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Leverage Investments Valuation Marketing 116

Barry Ritholtz

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. You know, where do you want to the duration to be, et cetera, views on the value in certain sectors, views on individual securities, you know, so that’s the raw material that we get. But those guys are great, right?

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

JANUARY 7, 2025

It could be from looking at how social security reform or looking at homelessness in California, or thinking about the age issue in Japan. Leverage buyouts requires leverage. And when rates were so low, the leverage went, it was cheap and, and and easily accessible. The institutional investor does not like that math.

Valuation 52

Valuation Investments Marketing Math 52

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. And that’s how we created the securities division.

Marketing 112

Marketing Banking Treasury Profit and Loss 112

Barry Ritholtz

SEPTEMBER 26, 2022

You need to read all of the following article: “The flawed math behind Elon Musk’s Twitter deal – An overleveraged billionaire’s bid for an overvalued company may signal the last gasp in an age of magical thinking about markets” – Washington Post. Not everything is equal folks.

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Math Manufacturing Education Numbers 131