AdvisorPR

SEPTEMBER 28, 2023

In an era where financial expertise is in high demand, confidently communicating with journalists and leveraging media opportunities is a critical skill for financial planners. AdvisorPR is a division of JConnelly, an integrated communications agency that has served clients across the financial industry for more than two decades.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. RITHOLTZ: 16 percent annually, net of fee? RITHOLTZ: Right.

Assets 162

Assets Investing Investments Portfolio 162

Carson Wealth

DECEMBER 30, 2024

in 2024, boosted by productivity growth that is running quite a bit higher than what we saw from 2005 2019. Though full disclosure: we removed our energy overweight early in the year, and overweighted communication services and industrials (along with financials). Two: Our Proprietary LEI suggests expansion continues.

Marketing 64

Marketing Marketing Valuation Economy 64

The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. Barry Ritholtz : That’s hilarious. And I just sort of grew and evolved from there.

Portfolio 147

Portfolio Management Assets Marketing 147

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. They kept the reputation intact by communicating with their investors. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. LINDZON: Yes. So I was fascinated that a businessman could build businesses on the internet.

Media 290

Media Investing Investments Valuation 290