The Big Picture

DECEMBER 30, 2023

 For our final show of the year, we are rebroadcasting a team favorite — our special 500th episode of Masters in Business; Enjoy! Johnson joined the firm in 1988 and held leadership roles in all its major divisions before becoming CEO in February 2020.

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Carson Wealth

APRIL 16, 2024

As mentioned in our recent Market Commentary , strong starts to the year are usually bullish for stocks. Our team is growing. We welcomed new Associate Wealth Advisor Zach Vande Weerd to our team. Speaking of our growing team, Client Service Manager Amy Fouch had her baby on Easter Sunday!

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The Big Picture

JANUARY 7, 2023

Pour yourself a mug of Tolima Los Brasiles Peaberry coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Not to Play the Game : Magic beans, Bahamian penthouses, old-fashioned fraud and other important SBF-inspired insights. Sign up for our reads-only mailing list here. ~~~. The weekend is here!

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The Big Picture

FEBRUARY 11, 2023

This week, we speak with Rick Rieder , who is BlackRock ‘s chief investment officer of global fixed income, head of the fundamental fixed income business, and head of the global allocation investment team. Before joining BlackRock in 2009, Rieder was president and chief executive officer of R3 Capital Partners.

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Indigo Marketing Agency

SEPTEMBER 11, 2023

As Indigo’s most-tenured team member, Lisa Gaines’ positive impact on our success cannot be overstated! As Content Deployment Manager, she is responsible for deploying our clients’ blog content in a timely fashion, a crucial component of their overall marketing strategy.

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The Big Picture

JULY 8, 2023

 This week, for our special 500th episode of Masters in Business, I speak with Jenny Johnson, president and chief executive officer of the Franklin Templeton. Johnson joined the firm in 1988 and held leadership roles in all its major divisions before becoming CEO in February 2020. trillion globally.

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Carson Wealth

MARCH 13, 2024

The three-person team, managing more than $163M in assets*, will be led by Managing Directors and Wealth Advisors, David Carroll and Jon Springer along with Client Services Manager, Jessica Fricke. “Together, we are poised to make a meaningful difference in the lives of our clients, guiding them towards financial freedom.”

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The Big Picture

MARCH 4, 2023

Prior to her career in asset management, Dr. Vassalou was an associate professor of finance at Columbia Business School, which she joined in 1995 and where she established many of the investment principles she employs today. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday.

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The Big Picture

FEBRUARY 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. RITHOLTZ: Which it was.

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Tobias Financial

AUGUST 15, 2023

Professional growth and development of our employees is very important to us, which is why we are thrilled to announce that Melanie Leal Ramirez has been promoted to Client Service Manager! Her continued pursuit of knowledge and desire to lead projects that enhance our client service experience are truly commendable.

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The Big Picture

JANUARY 28, 2023

Pour yourself a mug of Guatemala Quetzaltenango coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Who Owns the Generative AI Platform? The Athletic ) Be sure to check out our Masters in Business next week with Neil Dutta , head of economic research at Renaissance Macro Research. The weekend is here!

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Financial Symmetry

AUGUST 1, 2022

Sam joined our team in 2019 as our Administrative Assistant and after maternity leave transitioned into a virtual admin role in 2021. Financial Symmetry is thrilled to promote Sam Knighton to Client Service Associate. Sam brings a focused, compassionate approach … Continued.

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The Big Picture

DECEMBER 7, 2023

Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. In this edition of At the Money, Barry Ritholtz is joined by Brian Portnoy to explore these questions.

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Tobias Financial

APRIL 15, 2024

Their elevation reflects their unwavering dedication, expertise, and invaluable contributions to our company. Wealth Advisors Yesenia Realejo, CFP® and Catalina Franco-Cicero, MS, CFP®, CTS have continuously exceeded our and our client’s expectations.

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Tobias Financial

APRIL 12, 2024

Their elevation reflects their unwavering dedication, expertise, and invaluable contributions to our company. Wealth Advisors Yesenia Realejo , CFP® and Catalina Franco-Cicero , MS, CFP®, CTS have continuously exceeded our and our client’s expectations.

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Bell Investment Advisors

JANUARY 11, 2024

For Thanksgiving this year, my wife, Rose Lynn, and I drove down to Los Angeles with our two girls to visit with family. This time on our drive down, Rose Lynn played a speech by David Brooks. It made me feel good about our culture here at Bell Investment Advisors, a culture nourished into existence over 30 years ago by my father.

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MainStreet Financial Planning

FEBRUARY 21, 2024

Learn more about our new member of the MainStreet Team, Katharina Ingle! When did you join the MS team? I love the team. Our eldest child, Matthew, is 16 years old and has just obtained his driving permit. Our youngest child, Lilianna, is 7 years old and recently lost her two front teeth.

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The Big Picture

NOVEMBER 19, 2022

Prior to joining AltFinance, Shaw founded Montgomery TechLab, an organization to support inclusive economic growth in Montgomery, Alabama, and was CEO of The Company Lab (CO.LAB) in Chattanooga, Tennessee; he has also spent more than a decade working in equity research and investment management.

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Tobias Financial

AUGUST 16, 2023

At Tobias Financial Advisors, we take great pride in the achievements and contributions of our team members. Our Wealth Advisor, Edzai Chimedza, CFP® has recently joined the Board of Directors at the Planned Giving Council of Broward County.

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Harness Wealth

MARCH 5, 2024

At Harness, our mission has always been to bring clarity to the tax advisory process, making it more accessible and impactful for everyone involved. Additionally, the Harness Concierge team provides continual human support to ensure a seamless advisory process. Today, we’re proud to enter a new era.

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Indigo Marketing Agency

OCTOBER 4, 2023

Meet Katie Cress, our Digital Marketing Consultant and Sales & Client Strategist. Join us as we delve into this dynamic team member’s story and her role in our mission to help financial advisors attract their ideal clients with custom content solutions. We are thrilled to have Katie as part of our team.

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XY Planning Network

JUNE 27, 2022

Whether you’ve made the big decision to join XYPN, or you’ve been a member for a while and haven’t taken a deep dive into maximizing your membership, you’re ready to start taking advantage of countless member benefits. 5 MIN READ. So how do you take full advantage of XYPN membership? Enter your Member Experience Specialist.

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Walkner Condon Financial Advisors

JULY 27, 2023

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role. We expect very limited disruption for our clients.

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Diamond Consultants

MARCH 13, 2024

A billion-dollar AUM team breaks away from a wirehouse to start an RIA. A $10mm team leaves UBS to join Rockefeller. A $4mm team leaves Merrill for Raymond James. The story seems to be the same every day: A top team leaves the wirehouses for another model or to launch their own independent firm.

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Walkner Condon Financial Advisors

MAY 12, 2023

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role. We expect very limited disruption for our clients.

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Advisor Perspectives

JULY 25, 2023

Karthik Narayanan, Head of Securitized Credit for Guggenheim Investments, and Tom Nash, a director on our Commercial Mortgage-Backed Securities (CMBS) sector team, join Macro Markets to discuss drivers of performance, current conditions in real estate, and where they are finding value in CMBS and in other types of structured credit.

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MarketWatch

FEBRUARY 27, 2023

META is consolidating its generative AI work across the company into a new product team reporting to Chief Product Officer Chris Cox, and led by Ahmad Al-Dahle, who spent 16 years at Apple Inc. AAPL before joining Meta in 2020.

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Marketing Marketing 75

Harness Wealth

AUGUST 31, 2023

In this guide, we explore the strategic and financial considerations of building a team for your tax firm, from understanding the hiring process to outlining the unique solutions that Harness Wealth can provide. Deciding Between an Accountant and a Tax Assistant The first hire you might consider adding to your team is another accountant.

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Harness Wealth

AUGUST 3, 2023

It wasn’t long ago that, in order to succeed, your only option was to join a large firm that could provide you with the resources, training, pedigree, and clients necessary to make a good living. Take, for example, Doug Waite , a Harness Tax Advisor and member of the LexTax team. The tax industry is changing.

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The Big Picture

DECEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 [Speaker Changed] This is Masters in business with Barry Ritholtz on Bloomberg Radio. That’s pretty reason.

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Harness Wealth

AUGUST 22, 2023

There are many different CRMs to choose from, and they can range anywhere from $2,500 to almost $15,000 per year for a small business team. Our holistic solution provides you access to industry-leading software to ensure you have everything you need to manage your own firm.

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Tobias Financial

DECEMBER 12, 2022

We are happy to introduce you to the newest member of our team, Lonnie Sluchak, CPA. Lonnie will serve as our Director of Tax Services and will lead all tax-related operations for our wealth management and financial planning clients. . The post Welcome, Lonnie Sluchak! appeared first on www.tobiasfinancial.com.

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SEI

AUGUST 23, 2022

Amy continues to improve the processes and documentation utilized by the various SEI teams to help make the implementations run smoothly. As clients transition into day-to-day support, Amy and the broader Sphere team strive to ensure the clients’ requests are executed in a timely manner and any incidents are resolved quickly.

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Harness Wealth

DECEMBER 18, 2023

Incorporating mindfulness practices, regular physical activity, and hobbies outside work can offer significant relief, as can team bonding events, especially during the holidays and other times leading into a busy season. If you’re ready to take your tax firm to the next level, book a complimentary demo with our team today.

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MainStreet Financial Planning

AUGUST 8, 2022

The big question is how do we balance our own life, creating a family, raising our kids while also making sure that we can take care of our parents when they need us. Whether you are here now and will be in the future there is a lot to be learned from this conversation, so please join us and let’s walk this path together.

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Tobias Financial

MAY 2, 2022

To his surprise and trepidation, he discovered the track team. With a member of the relay team experiencing an injury, Ramesh was called in as a replacement. Although Ramesh may never have lived down this situation, he did discover that hard work leads to progress and his personal enjoyment when being a part of a team.

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Brown Advisory

AUGUST 24, 2023

Mick joins the podcast at an especially timely moment. The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. Read the report > CIO Perspectives: A New Bull Market?

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