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Transcript: Ted Seides

Barry Ritholtz

It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. It’s just entertainment. What’s keeping you entertained during lockdown? Unless they have their own foundation.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130