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

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

PYMNTS

OCTOBER 16, 2017

A launch date was planned. Out the investor went, proudly showing the world the newest innovation in clothing design and manufacturing all his own. Bitcoin’s infrastructure is highly concentrated and not all that secure. The innovation sold to this investor was related to textiles, design and the fabrication of clothing.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. RITHOLTZ: Really?

Treasury 52

Treasury Economics Retail Entertainment 52