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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

False Advertising Dann Ryan, 39, founder and managing partner of New York-based Sincerus Advisory , said his first RIA job had a verbal agreement to give him a stake as a partner in 10 years. “I Brown did the math and decided he needed about 20 clients to break even. There was no succession plan coming.”

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Transcript: Jonathan Clements

The Big Picture

I even went on advertising calls with the advertising director. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. It was so much fun and I learned so much. Where, where did you grow up?

Investing 144
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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

And, and I know it sounds a little bit like an advertisement, but I really believe that, Barry Ritholtz : Well the the next question, the obvious question is, who are the clients? 00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? We have that, those options as well. Are they institutions?

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

Obviously math, there’s a ton of symbolic logic wherever you look, that classic syllogism, right? Alright, Barry Ritholtz : So you end up at what could be my favorite advertisement, which was the EF Hutton ads. I find, you know, I was always in high school, my favorite math was, was geometry because everything was a puzzle to me.

Numbers 144
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Planning for Retirement Means Planning for Healthcare Too

WiserAdvisor

Lower premiums are available with some plans, advertising as low as $ 0 per month. So, before you mark your last day at work, make sure you’ve done the math on this piece. This works well for retirees with ongoing conditions or for anyone who values choice and consistency in care.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

Jack Bogle certainly was out in the industry and vocal, but at the firm level, you’re right, we didn’t do a lot of advertising. 00:16:36 [Speaker Changed] Yeah, I’m, I’m not gonna check your math on that, but I’ll, I’ll buy Eric saying your, your estimate there on what we’ve saved investors over time.

Clients 130
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Transcript: Michael Lewis on ‘Who is Government’

The Big Picture

He didn’t advertise himself. He, like, he stopped doing math and science when he was like seven years old. But that over a, a couple of decades, he took the place from being kind of mediocre to having the highest customer satisfaction of any institution in America, private or public, that includes Costco, Walmart, FedEx.