Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. But the true change comes when, hey, you know what, those loyal to that technological change figure out over not one, two, but three, five years, how to drive change and how to leverage it. BUCKLEY: Yeah.

Leadership 107

Leadership Investments Profit and Loss Technology 107

CFO News Room

NOVEMBER 8, 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.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. A great example, you know, some of these things you can plan for and some you can’t. You begin in audit practice at KPMG.

Investments 114

Investments Banking Advertising Finance 114

Barry Ritholtz

NOVEMBER 8, 2022

Railways were this revolutionary technology that was going to change the world, going to change civilization, the speed with which people — roughly at the same time, remember Mary Meeker of Morgan Stanley — RITHOLTZ: Sure. There’s no activity in finance that doesn’t involve an interest rate. CHANCELLOR: Exactly.

Valuation 56

Valuation Finance Investments Banking 56

Barry Ritholtz

DECEMBER 26, 2023

What was the original career plan? There was hardly any time for, for planning. 00:26:19 [Speaker Changed] It, it’s, it’s usually it is aggressive shorts from leveraged funds on s and p futures. Technology, you know, the sector itself, the technology still has a stronger relative chart pattern.

Marketing 60

Marketing Leadership Finance Investments 60