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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Altogether, Kinder’s first question is a valuable tool for advisors to work constructively with clients to help them discover their true goals. Which not only helps clients better understand what they are really looking for in life, but also allows the advisor to create a better financial plan and enhance client loyalty!

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

It’s much more about security selection and a relatively static portfolio construction. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. SEIDES: I would say that’s not really part of my belief system of what a hedge fund is trying to deliver.