Remove 2014 Remove Financial Advice Remove Planning
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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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2022 Highlights — The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed

Nerd's Eye View

Accordingly, just as I did last year, and in 2020, 2019, 2018, 2017, 2016, 2015, and 2014, I've compiled for you this Highlights List of our top 20 articles in 2022 that you might have missed , along with a few of our most popular episodes of ‘Kitces & Carl’ and the ‘Financial Advisor Success’ podcasts.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What is the financial advice world like in Europe? It has to be such a different set, the retirement planning is different, the safety net is different. RITHOLTZ: So you joined Global X in 2014.

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Could It Be True?

The Better Letter

He offers tough-love financial advice, hosts a nationally syndicated radio program, and has written several books. Could It Be True? David Lawrence Ramsey III is a big-time American radio personality, especially in “Flyover Country,” with over 13 million listeners. Did I mention that he’s a big deal? Now and forever.

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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. And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: And … RITHOLTZ: I like your dad’s idea You should have created a business plan, just so you have it under your belt So now, I can’t imagine.

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