Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer.

Financial Planner 52

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The Big Picture

FEBRUARY 20, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:09 [ Barry Ritholtz ] This week on the podcast, what can I say? It, 00:01:11 [Barry Ritholtz] It’s great to have you. Let, let’s talk a little bit about your background.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

NOVEMBER 15, 2022

And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. Tell us about what you did at Barclays.

Management 268

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