Barry Ritholtz
OCTOBER 19, 2022
So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll construct the portfolio. They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. They have a risk management technology.
Barry Ritholtz
AUGUST 15, 2023
It’s much more about security selection and a relatively static portfolio construction. 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. You still had 2012 to 2017 to finish the bet.
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