PYMNTS

SEPTEMBER 5, 2018

The companies plan to apply their initiatives to a range of industries, including financial services (FinServ) and shipping. In another press release Tuesday, Network-as-a-Service (NaaS) provider Netrolix announced plans to work with Intel at the Artificial Intelligence Conference this week, held in San Francisco.

Securities 40

Securities Math Leverage Technology 40

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. So if you contribute SPY, that’s fine, because it owns the underlying securities. We’ve done the math on some of these high-yield portfolios and taxable accounts.

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Concentration Math Accounting Investments 52

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.

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Math Startups Securities Currencies 76

PYMNTS

FEBRUARY 25, 2019

billion in cash, in a bid to assist with plans to make software for autonomous cars, according to reports. Securing endpoints and the data that flows between them is absolutely critical in today’s hyperconnected world. BlackBerry has acquired the artificial intelligence and cybersecurity company Cylance for $1.4

Math 58

Math Securities Technology Planning 58

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.

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

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.

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Global Finance

SEPTEMBER 9, 2024

These advancements have thrust AI into the heart of national security and geopolitical discussions. China’s strategy is characterized by centralized planning, with direct state funding funneling into specific AI projects and the development of national computing centers. Yet, this lead isn’t necessarily secure.

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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 +.     .

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Math Planning Benchmarking Technology 130

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. “Staying up to date on standard security practices and encryption technology is a really important piece of the puzzle,” he said.

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Finance General Ledger Accounts Payable Math 75

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.

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

PYMNTS

OCTOBER 26, 2018

They have to be secure and live up to the technological requirements of modern cards, which are no longer simple plastic rectangles. That will take research and piloting, which is largely the plan for the first year or so of this new initiative. The cards must be a bit more than merely durable.

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Manufacturing Math Technology Securities 75

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.

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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

SEPTEMBER 5, 2018

Today’s coverage includes details of Amazon’s new plans for India, along with a potential threat to JD.com. Intel Secures AI Partnerships f or FinServ, Supply Chains. Welcome to Five at Five, your late look at the day’s payments and commerce news. Meanwhile, there’s a new AI effort focus in China.

Math 40

Math eCommerce Technology Securities 40

PYMNTS

AUGUST 12, 2019

Subscription commerce is attractive to entertainment platforms as well as retail businesses because it locks in revenue streams, and customer data can help with planning and forecasting. What Security Means For Subscriptions. The downsides are that the subscription model is subject to customer churn and high acquisition costs.

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Retail Math Entertainment Securities 47

PYMNTS

JULY 16, 2020

Nathoo and other Outschool executives have extensive technology backgrounds, bringing a decidedly tech-oriented approach to online education, with an emphasis on secure and communication-rich video interfaces and outside-the-box course offerings. Developing a subscription plan is not as simple as adding a button to a website.

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Education Communication Math Planning 52

PYMNTS

MAY 19, 2016

What were (are) Amazon’s plans for the AI image recognition software? A security application? So, what’s Sony’s plan? “We And eBay, in a welcome change of pace, did not play coy about its plans for all that fun technology. Enhancements for its Fire TV and gaming platforms? This very week, another bit of AI action.

Math 46

Math Startups Retail eCommerce 46

The CFO College

JUNE 3, 2021

Acquiring these advanced types of services, like setting up a permanent audit trail, rolling cash forecast, month-end reporting, and strategic planning, is the secret sauce your potential client needs to know how their money flows in and out of their company (and what their financial future will look like). Know Your Clients Wants and Needs.

Accounting 52

Accounting CFO Auditing General Ledger 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 we really take that very, very seriously.

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PYMNTS

AUGUST 6, 2016

And as serious as that sounds — Southeast Asian -o rganized crime dedicating itself to stealing your product at all costs is actually quite bad — that isn’t even the biggest security problem the SAT has right now. The questions and answers include 21 reading passages – each with about a dozen questions – and about 160 math problems.

Education 42

Education Math Securities Advertising 42

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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Advertising Math Construction Education 40

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

PYMNTS

JULY 14, 2017

But firms, before the merger cancellation was announced, noted that continued spending in that manner was not a sustainable future plan. . Prime numbers may have been confusing in high school math, but here they are the type of numbers that make retailers smile. Fizzle: Biometric Data: Nothing’s sacred in security, it seems.

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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. New To The Market: A Secure Credit Card And A Sneak Peak Theatrical Release. market share. The firm is also investing $1.5

eCommerce 40

eCommerce Retail Leverage Marketing 40

Barry Ritholtz

NOVEMBER 21, 2023

And I told my, you know, you know, very pregnant wife at the time, you know, we didn’t have a lot of money that I was gonna leave this secure job. When you’re born, you’re issued a social security number, and you’re gonna be issued an Invest America account. So here’s the math, Barry.

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Investments Marketing Startups Accounting 98

Barry Ritholtz

JANUARY 9, 2024

And so the thing we were doing was sort of solving like often securities law or tax or accounting problems for people with like derivatives. So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? Everything is securities fraud.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Rogoff has a plan for how to rid the world of the 3,000-year-old artifact that he believes has passed its prime. It’s not the safest thing to do, nor is it the most financially sophisticated, but it makes some people feel secure.

Currencies 41

Currencies Banking Accounting Budgeting 41

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?

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? It’s part of their own tax planning.

Investments 52

Investments Benchmarking Marketing Treasury 52

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.

Investments 64

Investments Marketing Numbers Risk Management 64

Barry Ritholtz

JUNE 6, 2023

I said, yes, I plan to. I say fantastic, but most people with separate accounts never had that conversation and that is the plan. It’s much deeper than math. SETHI: So, I had some internships in college and then when I graduated, I accepted an offer from Google actually. And they said, you should take some time.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

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.

Planning 130

Planning Accounting Compliance Math 130

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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Planning Math Numbers Investments 130

Barry Ritholtz

SEPTEMBER 10, 2022

KCP Group ). • Your Career Is Just One-Eighth of Your Life : Five pieces of career advice, shaped by economics, psychology, and a little bit of existential math. ( Here are some of the most interesting things I found. ( The Atlantic ). •

Math 124

Math Finance Investments Economics 124

Barry Ritholtz

FEBRUARY 2, 2023

(emphasis added) The red flags were there for anyone who could put their greed aside and simply focus on the math. To continue German’s work, The Washington Post teamed up with his newspaper, the Las Vegas Review-Journal, to complete one of the stories he’d planned to pursue before his killing.

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Treasury Math Investments Sales 25

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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Restructuring Planning Marketing Accounting 130

CFO News Room

DECEMBER 17, 2022

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. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

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