Compliance Math Tax Planning Treasury 
Barry Ritholtz
AUGUST 15, 2023
Let me say what your compliance wouldn’t allow you to say. It’s part of their own tax planning. So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” And at the time, I was managing Protege Partners as a hedge fund of funds. Let Bill worry about it.
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 then we look at estate planning.
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