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Adviser links: getting really clear

Abnormal Returns

APRIL 1, 2024

youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. riabiz.com) Fintech More startups are claiming they can use AI to serve more clients, more efficiently. thinkadvisor.com) Solo 401(k) contribution math can be tricky.

Wealth Management 190
Wealth Management Math Retirement Financial Advising 190
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Transcript: Howard Lindzon

The Big Picture

MAY 16, 2023

So the smartest thing I ever did in this where Social Leverage started is I took everything I made and just redistributed it to everybody I saw doing a startup around … RITHOLTZ: Just every company. So this is the math that I applied. So think about this, do the math. LINDZON: This is not financial advice.

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