Remove 2014 Remove Financial Advice Remove Financial Services
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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be more efficient in serving clients.

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Transcript: Howard Lindzon

The Big Picture

So you can imagine that first check multiplied a little bit from 2014 or so. So I was very heavy in financial services stock, which was a great lead gen engine. And I mentioned, you said it’s 2014. So to think that… RITHOLTZ: This is not financial advice, you can say it on the air. So we like to win.

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