The Big Picture

AUGUST 29, 2022

And in order to graduate from Cook you had to have at least a minor that was related, and I thought — I took an econ class and I kind of liked it, so I minored in environmental economics. I — because obviously, I’m like journalism, economics, I’m in Rutgers. And so, I was doing that in 2000, 2002, 2003, 2004.

Assets 164

Assets Management Marketing Marketing 164

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

JULY 4, 2023

RITHOLTZ: So you launch your own firm IDW in 2003. I’ll have to be when I retire and publish under Anonymous. We are seeing the older generation begin to retire, you have Ray Dalio stepping down at Bridgewater, you have a lot of managers who are now in their late 60s, early 70s or beyond. RITHOLTZ: People will figure out.

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. There’s no economic incentive for anybody to change any of that.

Management 270

Management Assets Portfolio Investing 270