Barry Ritholtz
AUGUST 15, 2023
It’s part of their own tax planning. So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. It’s just entertainment. Unless they have their own foundation.
CFO News Room
NOVEMBER 22, 2022
But the whole point of this is…but the overwhelming majority of your revenue came along because in practice, the advisory revenue was very concentrated in a small subset of the high-volume clients. So, we have an internal centralized financial planning team, they are doing all the eMoney plans, all the portfolio manager.
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