CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. You’re obtaining clients. Matthew: Exactly. We have the ACHs?

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? BERRUGA: Yeah.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

AUGUST 15, 2023

And at the time, I was managing Protege Partners as a hedge fund of funds. Let me say what your compliance wouldn’t allow you to say. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. RITHOLTZ: You were crushing it.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52