CFO News Room

FEBRUARY 2, 2022

Welcome back to the 264th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. Never miss a Financial Advisor Success podcast episode! Executive Summary.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

JULY 4, 2023

2022 was certainly a challenging year for a lot of the hedge fund industry and it really separates the winners from the also-ran. BCG being really delving into what makes industries and companies go, the strategy. I was in my second year and my entire class had left to go start a tech company of some sort in California.

Investments 56

Investments Numbers Risk Management Concentration 56

Barry Ritholtz

NOVEMBER 15, 2022

?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. DAVE NADIG, FINANCIAL FUTURIST, VETTAFI: I mean, mostly I got coffee at the beginning.

Finance 106

Finance Investments Math Marketing 106