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

Generation CFO

JANUARY 28, 2022

This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted. However, when he didn’t secure a senior contract at Bradford City, he left that path behind and went on to study maths at University.

CFO 200

CFO Math Concentration Finance 200

CFO News Room

NOVEMBER 13, 2022

Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. As much as possible, CMOs must help their C-suite colleagues understand the math of marketing activities holistically and results throughout the full funnel. Build a tight relationship with your CEO and CFO.

Budgeting 130

Budgeting Marketing Math Advertising 130

CFO Talks

NOVEMBER 29, 2024

However, my commerce teacher noticed my aptitude for math and saw potential in me for a different path. I was particularly impressed with how organised and meticulous the Chinese are in their planning and how they receive their guests. My interest in finance began unexpectedly in high school.

CFO 95

CFO Auditing Leadership Finance 95

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

Barry Ritholtz

NOVEMBER 27, 2023

When you get it wrong, it crushes your retirement plans. 24, 2023 _ 1: In particular, why average outperforms over the long run; Sommers credits not making errors (via Charlie Ellis’ “Winning the Loser’s Game”) but the nuance and math are fascinating. The less it matters, the easier it is to be bold and outside of the mainstream.4

Marketing 121

Marketing Math Investments Forecasting 121

PYMNTS

NOVEMBER 26, 2019

It is currently in the development phase and plans to launch in February 2020 in Nigeria, Ghana, Sierra Leone and Gambia. The curriculum will include practice tests and tailored content focused on math, physics, chemistry and biology. The company is headquartered in Lagos with a production studio in Jos.

Education 71

Education Startups Math Planning 71

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

PYMNTS

OCTOBER 22, 2018

s proposals on how to govern London’s access to the European market after Brexit, saying that British Prime Minister Theresa May’s latest plan would take away the EU’s “decision-making autonomy.” Everybody can do the maths. In July, Brussels rejected the U.K.’s The uncertainty means many in the U.K.

Math 65

Math Leadership Planning Investments 65

Barry Ritholtz

JULY 24, 2024

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

Math Investments Finance Marketing 109

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

PYMNTS

SEPTEMBER 4, 2020

Last week Lego Education introduced new resources and lesson plans for the home as well as the classroom. It launched a brand new unit, called Training Trackers, to teach core science and math concepts with its middle school solution, LEGO® Education SPIKE ?Prime.

Math 64

Math Education Retail eCommerce 64

CFO News Room

DECEMBER 5, 2022

Read the analysis about these announcements in this month’s column, and a discussion of more trends in advisor technology, including: eMoney Advisor launches a new Explore feature that helps clients move past just planning for their goals and instead have the opportunity to see what other goals might even be possible in the first place.

Planning 130

Planning Technology Valuation Communication 130

The Charity CFO

FEBRUARY 17, 2022

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. Need Help Planning your Operating Reserve? How do you build an operating reserve policy?

Nonprofit 98

Nonprofit Budgeting CFO Math 98

Barry Ritholtz

DECEMBER 4, 2024

Maybe it’s due to employee stock option plans. And the way math works, you end up with a stock that goes up a bunch. We’ve done the math on some of these high-yield portfolios and taxable accounts. Perhaps they have some founder stock from a startup. Maybe there was an IPO or a takeover.

Concentration 52

Concentration Math Accounting Investments 52

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. Just the math of an advisory firm only goes so far at the end of the day.” Read More +. Read More +.     .

Math 130

Math Planning Benchmarking Technology 130

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 Talks

JANUARY 29, 2025

My family wanted me to do medicine as i was good at both math’s and science, but finance was where my heart was. In a world of uncertainties, having that level of insight would make financial planning and decision-making a game changer! It was then that i new finance was my go-to carrier choice.

CFO 52

CFO Auditing Leadership Finance 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

CFO News Room

FEBRUARY 1, 2023

The basic math of CEO succession is as simple as it is unforgiving. If we assume a 10-year CEO tenure (which is roughly in line with the historic, pre-pandemic averages), starting CEO succession planning in earnest five years into a CEO’s tenure gives the board and management team five years to identify and cultivate succession candidates.

Leadership 130

Leadership Math Planning Securities 130

PYMNTS

APRIL 13, 2017

It’s about the overall experience,” explained C2FO Managing Director Amanda Mathes in a recent conversation with PYMNTS. “A An impressive 71 percent said they will be investing more in logistics technologies, while nearly two-thirds said they’re planning an increase in analytics investments.

Math 47

Math B2C Retail B2B 47

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.

Planning 130

Planning Healthcare Finance Accounting 130

PYMNTS

MAY 5, 2016

MPD CEO Karen Webster did the “back of the envelope” math in an article last summer (right around the time Android was launching its payment platforms) to reveal that, of the 187 million smartphones in use in the U.S., It’s kind of tricky to tell. But that doesn’t mean PYMNTS isn’t trying.

Planning 45

Planning Math Retail Sales 45

PYMNTS

NOVEMBER 1, 2018

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. So you can do the math. We have a plan to open another store in Visakhapatnam. We are looking for a site.

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 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

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

Barry Ritholtz

AUGUST 12, 2024

Sorry, but “fake it till you make it” seems like a poor plan for thinking about the future… Previously : Time to Stop Believing Deficit B t (September 3, 2021) Stimulus, More Stimulus and Taxes (January 25, 2021) Cost of Financing US Deficits Falls (December 18, 2020) Can We Please Have an Honest Debate About Tax Policy?

Treasury 138

Treasury Currencies Forecasting Investments 138

PYMNTS

JANUARY 17, 2021

The top-tier $3,700-a-month plan is almost three times the cost of leasing an M5 sedan in the Nashville area,” The Verge calculated, noting that a down payment of $5,700 was required for a lease. While consumers may not agree with the math, legacy rental agencies like Enterprise and Hertz are both in the vehicle subscription business.

Math 81

Math Manufacturing Finance Sales 81

The Finance Weekly

FEBRUARY 23, 2022

Breaking down the Math. Pevzner, a contributor to the study and professor of accounting at the University of Baltimore says: "Since COVID-19, the role of financial planning and analysis (FP&A) has gained even greater momentum as businesses seek better understanding of their numbers. Professor Mikhail B.

Financial Planning and Analysis (FP&A) 83

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

PYMNTS

FEBRUARY 25, 2019

billion in cash, in a bid to assist with plans to make software for autonomous cars, according to reports. BlackBerry has acquired the artificial intelligence and cybersecurity company Cylance for $1.4 Cylance, based in California, was reportedly considering filing for an IPO before the news came to light.

Math 58

Math Securities Technology Planning 58

PYMNTS

NOVEMBER 11, 2016

In this week’s Bitcoin Tracker, bitcoin soars, then settles down and plans for its yearly sale abound. Long a bitcoin- friendly nation (bitcoin is VAT tax-free in Switzerland, for example), Switzerland’s FINMA has also solidified plans to clarify the legal treatment of cryptocurrencies and blockchain technology — sort of.

Math 76

Math Startups Securities Currencies 76

Jedox Finance

JULY 6, 2021

A friendly warning: This involves some math, which is necessary to explain how these metrics work. In the Jedox AIssisted™ Planning Wizard, besides the aforementioned metrics, error distribution is also calculated, i.e., the value of the metric for each data point of the test set. References. 1 Error Metrics. 3 Mean Squared Error.

Forecasting 105

Forecasting Math Numbers Planning 105

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

JULY 16, 2019

The round was led by Updata Partners, with participation from existing investors including MATH Venture Partners, which led Built In’s previous two funding rounds. It also plans to boost investments in its core product and increase opportunities for professional development.

Math 40

Math Investments Technology Planning 40

PYMNTS

OCTOBER 26, 2018

That will take research and piloting, which is largely the plan for the first year or so of this new initiative. Working with the three-largest card manufacturers in the world, we hope to be able to change that math,” he explained. Modern cards, Bhalla added, must also be able to house an EMV chip and contactless capacity.

Manufacturing 75

Manufacturing Math Technology Securities 75

PYMNTS

FEBRUARY 13, 2019

In the accounting space, that means integrations with enterprise resource planning (ERP), accounts receivable, accounts payable, procurement, banking and other portals. One is what he described as “math phobia.” “But it’s not because of technology hurdles.”

Finance 75

Finance General Ledger Accounts Payable Math 75