Barry Ritholtz

APRIL 22, 2023

 This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters. Hamburger also hosts the MarketCounsel Summit , which has been called “ the Davos of wealth management.

Compliance 119

Compliance Investments Securities Marketing 119

The Reformed Broker

APRIL 22, 2023

We really had a blast hanging with Ric this week. Downloads for the podcast went crazy yesterday. Here’s the video version above. Have a great weekend! Subscribe to The Compound on YouTube here. The post Ric Edelman on The Compound (Video) appeared first on The Reformed Broker.

Marketing 84

Marketing 84

Focus CFO

APRIL 22, 2023

We are pleased to announce that Rick Samuelson has joined the FocusCFO team, bringing experience and skills to his new role as Fractional CFO. Rick will be serving small and medium-sized businesses in Upstate South Carolina, providing strategic financial guidance.

CFO 52

CFO 52

Barry Ritholtz

APRIL 22, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Apocalypse Sow : Can Anything Stop the Feral Hog Invasion? They’ve overrun nearly the entire state, causing hundreds of millions of dollars in damage annually in spite of widespread attempts at eradication—including traps, contraceptives, and a heavily armed Ted Nugent. ( Texas Monthly ) • Pre-rolled Joints and TikTok Feuds: This Is the Diamond District?

Compliance 105

Compliance Investments Securities Finance 105

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

Accounting Firms