CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

OCTOBER 17, 2023

It gets further and further away the D P U go. Barry Ritholtz]: 00:02:31 So, so let’s talk test your theoretical mathematics.   The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. I’ve been intrigued by Orbis for quite a while. They have a truly unique approach to investing. What is that?

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

MARCH 26, 2024

We’ve been working with Schwab for a long time. Liz Ann was one of the earliest guests on the show, and we reminisce a little bit about that, that first appearance. Liz Ann was one of the earliest guests on the show, and we reminisce a little bit about that, that first appearance. I have the delightful Liz Ann Sonders on.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

APRIL 8, 2024

He is one of those people who focuses on figuring out what’s happening here and now, and is less concerned about making forecasts about the future. I could keep going, but let me just stop and say, with no further ado my conversation with ISI ever course Ed Hyman. That’s just unprecedented. Ed is a fascinating guy.

Economics 57

Economics Marketing Forecasting Numbers 57

Barry Ritholtz

FEBRUARY 20, 2024

I, I could go on and on, but instead I, I’ll just say with no further ado my conversation with former New York Fed President, bill Dudley. Let, let’s talk a little bit about your background. Tell, tell us a little bit about that role.  The transcript from this week’s, MiB: Bill Dudley, NY Fed Chief , is below.

Treasury 57

Treasury Marketing Economics Banking 57

Barry Ritholtz

DECEMBER 26, 2023

Steve SME has been in the technical analysis game for a long time. So, so let’s talk a little bit about your background. Long story short, you know, get outta college, it was a tough time. Long story short, you know, get outta college, it was a tough time. 00:00:58 [Speaker Changed] Glad to be here.

Marketing 61

Marketing Leadership Finance Investments 61

Barry Ritholtz

FEBRUARY 12, 2024

He came to public attention for shorting, probably most famously, Lehman Brothers, about eight months before the company went bankrupt. The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. Let’s start out talking a little bit about your background.

Investments 114

Investments Marketing Numbers Entertainment 114