Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Math 98

Math Tax Planning Treasury Leverage 98

Barry Ritholtz

MAY 31, 2024

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. Be sure to check out our Masters in Business next week with Peter Mallouk, CEO of Creative Planning, which manages over $300 billion in client assets.

Math 75

Math Investments Finance Numbers 75

PYMNTS

OCTOBER 8, 2020

The math implies that 87 million users were inactive. But if the active user trend is downward, it may portend at least some bumps in the road for plans to entrench payments more firmly in the Reliance ecosystem.

Math 93

Math Economics Numbers Planning 93

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

The Finance Weekly

FEBRUARY 23, 2022

Breaking down the Math. billion is the first number that came out of the research and this represents the total amount of money lost by manual financial work. This number represents how much of an economic uplift could occur “if FP&A departments hit a conservative 0.1% billion is the 2nd half of the study.

Financial Planning and Analysis (FP&A) 83

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

Jedox Finance

JULY 6, 2021

A friendly warning: This involves some math, which is necessary to explain how these metrics work. n is total number of values in the test set. n is total number of values in the test set. n is total number of values in the test set. n is total number of values in the test set. intermittent demand/sales data).

Forecasting 105

Forecasting Math Numbers Planning 105

PYMNTS

SEPTEMBER 4, 2020

The digital numbers for Lego.com doubled to more than 100 million in the first half of 2020. Last week Lego Education introduced new resources and lesson plans for the home as well as the classroom. Christiansen. “We

Math 64

Math Education Retail eCommerce 64

Barry Ritholtz

JULY 20, 2023

At least, if you are a smart investor who does the right things: Set up a financial plan, manage your own behavior, engage in long-term thinking, and avoid reacting to the endless daily noise that markets + media generate. My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets.

Math 74

Math Planning Sales Retail 74

CFO News Room

NOVEMBER 3, 2022

As a starting point, it’s important to understand that as the financial services industry has evolved into the digital age, it has become increasingly common for financial advisors to rely on web-based business development strategies where the typical number of ‘prospects’ who visit the advisor’s website are often astronomically large.

Numbers 130

Numbers Planning Communication Marketing 130

The Charity CFO

FEBRUARY 17, 2022

Hopefully, we’ll fall far short of that number. . If you have too little in reserve, it indicates you’re not planning ahead. . Doing some simple math (25% x 12 months = 3 months), we can safely say that you should start with a goal of at least 3 months of expenses as your operating reserve.

Nonprofit 98

Nonprofit Budgeting CFO Math 98

CFO News Room

DECEMBER 15, 2022

Many advisors have focused on obtaining deeper levels of expertise in broader areas and offering more in-house planning services in those areas (e.g., tax and estate planning) to differentiate themselves. Read More +. Through his simple sketches, Carl makes complex financial concepts easy to understand. Read More +.     .

Math 130

Math Planning Benchmarking Technology 130

Onplan

DECEMBER 28, 2021

How do you weigh and plan for the costs of such a change? In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. That should help you consider all the moving parts as you plan your strategy.

Planning 52

Planning Financial Planning and Analysis (FP&A) Forecasting Math 52

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.

Planning 130

Planning Investments Accounting Numbers 130

PYMNTS

NOVEMBER 1, 2018

According to CNBC-TV18 , the new stores would take the total number of Walmart locations in India to 70. 31), and is already making plans for a second store in the city. We are planning to take the total number of stores to 70 by 2022. That is the plan and we will also have eCommerce space in all the stores.

Math 51

Math eCommerce B2B Investments 51

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. 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.

Education 130

Education Planning Numbers Securities 130

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.

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

NOVEMBER 11, 2016

In this week’s Bitcoin Tracker, bitcoin soars, then settles down and plans for its yearly sale abound. But as markets saw their prices fall, bitcoin’s numbers went up. Switzerland gives bitcoin a hand by way of rail ticket machine sales, an Australian startup banks on the aptly named Dash and Zcash fervor fades.

Math 76

Math Startups Securities Currencies 76

CFO News Room

NOVEMBER 29, 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.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 23, 2022

When we had this conversation, I initially joked that we would need to set up “braces savings accounts” for them instead of 529 college savings plans. When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! Dental insurance plans don’t typically cover the full cost of Invisalign.

Healthcare 130

Healthcare Planning Finance Accounting 130

CFO News Room

DECEMBER 27, 2022

or how the limiting of in-person workshops during the pandemic has inspired John to offer financial planning and has increased opportunities for his firm to grow and scale even further, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Stokes. Author: Michael Kitces. Team Kitces. Nice to meet you.

Mergers and Acquisitions (M&A) 130

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

PYMNTS

OCTOBER 26, 2018

Every year, Bhalla said, the credit card industry pushes about 6 billion plastic cards into the environment — a big-sounding number, though only about.015 That will take research and piloting, which is largely the plan for the first year or so of this new initiative. 015 percent of the world’s total plastic use.

Manufacturing 75

Manufacturing Math Technology Securities 75

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.

Planning 130

Planning Profit and Loss Numbers Leadership 130

Global Finance

SEPTEMBER 9, 2024

China’s strategy is characterized by centralized planning, with direct state funding funneling into specific AI projects and the development of national computing centers. Arcesati notes, “The US has historically excelled at attracting top STEM [science, technology, engineering and math] talent from abroad, while China has struggled to do so.

Economics 111

Economics Construction Leverage Technology 111

Nerd's Eye View

FEBRUARY 21, 2023

Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households.

Math 52

Math Education Communication Planning 52

Michigan CFO

NOVEMBER 26, 2021

They will handle budget planning and forecasting, develop strategies for growth, and ensure accurate financial records are maintained. Your business will always need financial planning skills and budgetary management. Or maybe you just rely on your bank account balance to do the math for you. Learn more about our in-person CFOs.

CFO 52

CFO Budgeting Math Accounting 52

PYMNTS

JULY 16, 2020

We actually automatically unsubscribe parents from a class if their kid hasn’t attended in more than a certain number of sessions,” Nathoo said. These kinds of deliberations are informing Outschool’s plan to roll out a more formal subscription plan, which it is looking to launch this fall. A Novel Approach To Subscriptions.

Education 52

Education Math Communication Planning 52

PYMNTS

FEBRUARY 2, 2017

PYMNTS will update with all the details and provide analysis once Amazon releases its numbers. All toys selected will in some way be related to science, technology, engineering and math. In keeping with its recent push to own its own shipping and logistics space, Amazon recently announced plans to build its first cargo air hub.

Math 51

Math Transportation Retail Education 51

PYMNTS

MARCH 30, 2020

Those numbers are so stark that they are worth repeating. Most businesses, SMBs included, plan for rainy days, and have access to capital of some kind to smooth over those lumpy cash flow crunches. Doing The Math. One in four businesses doubt they will make it. Only four in 10 are confident they will. It may not be so clear-cut.

Construction 92

Construction Sales Math Manufacturing 92

PYMNTS

MARCH 27, 2019

The Math Behind DoorDash’s Subscription Service. Building an economically viable subscription service presented a number of hurdles, however, and Ruth said it was tricky to make DashPass sustainable yet profitable. “We The service, which is available via mobile app for $9.99 Subscriptions’ Future as Online Food Delivery Expands.

Math 44

Math Economics Leverage Numbers 44

PYMNTS

JANUARY 19, 2017

So good in fact, Fortune reported, that the company announced plans to double the size of its local AI research group, increasing the number of team members from 40 to 80. San Francisco–based cloud computing company Salesforce laid out plans to grow its 1,600-person Indianapolis work force by another 800 employees.

Math 44

Math Startups Nonprofit Manufacturing 44

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

The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). How it works in real-life: Let’s say you host a fundraiser in September that generates a significant number of donations. Budget vs. Actual Report.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. Finance staff also needs to understand risk, probability, and statistical techniques so that they can do scenario planning and translate those into probabilities. Thinking beyond numbers and building trust Numbers are not everything to the business and management team.

CFO 52

CFO Leadership Finance Problem Solving 52

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

CFO News Room

NOVEMBER 23, 2022

I talked to Lenore Blum , she was one of the first professors of math at Berkeley, and she was talking about how difficult it was and how eventually her contract was not renewed, how she was almost kicked out of her next university, before she went on to a great career and success. And actually, I was reading a number of studies.

Leadership 130

Leadership Technology Math Numbers 130

PYMNTS

JANUARY 12, 2017

The first is the assortment of the product options that are available online, and the second is the number of platforms. If I was to include the mobile site as well, those numbers would increase by another 10 percent. I think that will have a really strong impact in terms of driving the number of users to the platform.

Manufacturing 40

Manufacturing Math Data Analysis Numbers 40

PYMNTS

NOVEMBER 20, 2019

And while Walmart or Amazon might argue with Target’s characterization of its fulfillment options in terms of convenience and ease as “unmatched,” the numbers on the page today are much, much harder to argue with. Net income came in at $714 million, or $1.39 per share — quite well ahead compared with $622 million, or $1.17

eCommerce 40

eCommerce Forecasting Math Retail 40