Education Profit and Loss Risk Management Tax Planning 
Barry Ritholtz
OCTOBER 19, 2022
He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. They’ll do tax planning, right? RAMPULLA: Yeah.
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. ” Matthew: It’s very risk management based. In fact, we probably would have been much more profitable. Team Kitces.
Expert insights. Personalized for you.
111 
Let's personalize your content