Barry Ritholtz

MAY 30, 2023

He is the founder of Operation HOPE and one of the leading voices for financial literacy. In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. And as well-meaning as financial literacy is, it’s got two problems.

Economics 57

Economics Education Profit and Loss Banking 57

CFO News Room

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Mindy Crary.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space. Has that closed?

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61

Barry Ritholtz

DECEMBER 20, 2022

Then you’re a VP at Lehman Brothers, and this was late ‘90s, not the Lehman Brothers we kind of are familiar with from the financial crisis. as we learned during the financial crisis, the government-sponsored enterprises like Fannie Mae and Freddie Mac, and by extension, Sallie Mae, you go down the whole list of these things, the U.S.

Restructuring 61

Restructuring Investments Marketing Banking 61

Barry Ritholtz

MAY 16, 2023

LINDZON: But that was more hardware and music and not internet related to me, you know, because I came from the financial background, so everything was DOS and Windows. I didn’t know what Apple was even though, you know, because you in the financial world, you were on DOS or Windows. I go, Fred, I go, yes, Fred’s my board.

Leverage 112

Leverage Investments Valuation Finance 112