CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. BITTERLY MICHELL: Not in leveraged, no, not at all, give more ….

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.

Investments 61

Investments Marketing Numbers Risk Management 61

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. It’s just entertainment.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

JULY 4, 2023

What were your early career plans? And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. You go from Goldman Sachs to Harvard Business School to the Boston Consulting Group.

Investments 57

Investments Numbers Risk Management Concentration 57

Barry Ritholtz

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. KENCEL: Well, look, it’s all about entertaining people. KENCEL: Exactly.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57