The Big Picture

JULY 1, 2023

A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. All of our earlier podcasts on your favorite pod hosts can be found here.

Distribution 193

Distribution Clients Management Investing 193

The Reformed Broker

NOVEMBER 17, 2022

Today my firm Ritholtz Wealth Management announced the hiring of our friend and colleague Jay Tini for the newly created role of President. Jay will be slotting in with our executive team starting January 1st and I couldn’t be more excited.

Wealth Management 130

Wealth Management Management 130

Abnormal Returns

JUNE 21, 2023

wsj.com) So is the leadership at Blue Owl Capital ($OWL). abnormalreturns.com) What you missed in our Tuesday linkfest. Then check out our weekly e-mail newsletter. (ft.com) Tiger Global wants to offload some of its private portfolio positions. pitchbook.com) The founders of Two Sigma Investments are at loggerheads.

Financial Advising 201

Financial Advising Startup Portfolio Media 201

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.

Financial Advisor 52

Financial Advisor CFP Wealth Advisor Clients 52

Wealth Management

SEPTEMBER 15, 2023

Allianz said it has made a small number of changes to its distribution leadership structure “to better align with our strategic goals for new market growth.”

Distribution 103

Distribution Numbers Marketing Marketing 103

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.

Financial Advisor 52

Financial Advisor CFP Wealth Advisor Clients 52

The Big Picture

JULY 16, 2022

Markowitz special distinction award, multiple Bernstein Fabozzi/Jacobs Levy awards for his articles, and CFA Institute’s 2017 Leadership in Global Investment Award. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

Portfolio 354

Portfolio Valuation Engineering Economics 354

Abnormal Returns

MAY 24, 2023

nytimes.com) Russia's neighbors increasingly disapprove of its 'leadership.' abnormalreturns.com) What you missed in our Tuesday linkfest. Then check out our weekly e-mail newsletter. (ft.com) The China-U.S. decoupling is happening. abnormalreturns.com) Research links: costly bond funds.

Investing 193

Investing Investments Financial Advising Startup 193

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.

Clients 271

Clients Investing Investments Retirement 271

The Big Picture

JANUARY 7, 2023

.” A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. 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.

Engineering 297

Engineering Distribution Banking Retail 297

The Big Picture

NOVEMBER 11, 2023

A list of her favorite books is here ; A transcript of our conversation is available here Tuesday. 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.

Startup 154

Startup Assets Management Investing 154

Tobias Financial

MARCH 27, 2024

We’re thrilled to announce that our CEO, Marianela Collado , CPA/PFS, CFP®, CDS ®, has recently been named Personal Financial Planning (PFP) Champion by The American Institute of Certified Public Accountants (AICPA). Please join us in congratulating Marianela on this achievement.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Tobias Financial

MARCH 27, 2024

We’re thrilled to announce that our CEO, Marianela Collado , CPA/PFS, CFP®, CDS ®, has recently been named Personal Financial Planning (PFP) Champion by The American Institute of Certified Public Accountants (AICPA). Please join us in congratulating Marianela on this achievement.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

The Big Picture

JULY 8, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Physics of Kaizen: Why Somebody Should Get Credit for Fixing Problems That Never Happened : Toyota’s culture of Kaizen: continuous improvement. The weekend is here! It is an obvious statement: companies should be continually improving.

Retail 259

Retail Distribution Clients Management 259

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.

Portfolio Management 130

Portfolio Management Management Distribution Portfolio 130

The Big Picture

FEBRUARY 25, 2023

Our country once took pride in building things, but then all the things got built. Quanta Magazine ) Be sure to check out our Masters in Business interview this weekend with David Layton , CEO of Partners Group. The weekend is here! The changes set the stage for an iconic asset management partnership that continues to endure.

Assets 262

Assets Media Management Investing 262

The Big Picture

MAY 21, 2023

We collect a much smaller share of our GDP in taxes every year. ( New York Times ) • Justice Thomas Ethics Review Questioned by US Court Leader in 2012 : Thomas faced complaints in 2011 over reporting wife’s income Judiciary leadership member objected to lack of information. Matthew Desmond: We have more of it.

Insurance 290

Insurance Healthcare Nonprofit Ethics 290

Abnormal Returns

JULY 31, 2022

(trungphan.substack.com) A big leadership transition at Charles Schwab ($SCHW) is underway. theblock.co) Policy Allison Schrager, "Globalization is far from perfect, but on balance it does make our lives better." abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter.

Financial Advising 130

Financial Advising Education Media Retirement 130

NAIFA Advisor Today

FEBRUARY 1, 2024

Throughout February, NAIFA will be showing our appreciation for our members with articles on the Advisor Today platform and in social media posts.

Media 52

Media 52

Nerd's Eye View

DECEMBER 4, 2023

And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to TechNews@kitces.com !

Financial Advisor 212

Financial Advisor Clients Planning Distribution 212

The Big Picture

SEPTEMBER 26, 2022

Why Jack Welch Wouldn’t Cut It Today : Bill George, a legendary CEO in his own right, says good quarterly numbers aren’t necessarily indicative of strong leadership. Sign up for our reads-only mailing list here. . • Factory Jobs Are Booming Like It’s the 1970s : U.S. New York Times ). • Institutional Investor ). What gives?

Engineering 297

Engineering Economy Manufacturing Retirement 297

The Big Picture

MAY 30, 2023

There was absolutely zero reason for the House GOP leadership to use the debt ceiling — they could have just forced a deal through the normal appropriations process. look like a dysfunctional clown show in front of our allies, at a time when we need to be projecting an image of dependability. PC Magazine ) • Is It Real or Imagined?

Manufacturing 242

Manufacturing Marketing Marketing 242

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.

Portfolio Management 164

Portfolio Management Management Distribution Portfolio 164

The Big Picture

JULY 16, 2022

Pour yourself a mug of Volcanica coffee, grab a seat by tbe pool, and get ready for our longer-form weekend reads: • The Hidden Fees Making Your Bananas, and Everything Else, Cost More : A cadre of ocean carriers are charging exorbitant, potentially illegal, fees on shipping containers stuck because of congestion at ports. ProPublica ). •

Manufacturing 271

Manufacturing Portfolio Investing Investments 271

Steve Sanduski

APRIL 23, 2024

In a Nutshell: The most challenging environments often teach us the most important lessons about leadership. ” “I love the idea that we are driving our little spaceship through a hostile but beautiful environment entirely reliant on everything we have on the boat to get us there safely.”

Clients 59

Clients Economics Marketing Marketing 59

The Big Picture

JULY 6, 2023

Washington Post ) Be sure to check out our Masters in Business this weekend with Franklin Templeton CEO Jenny Johnson, which manages $1.5 She has worked at FT since 1988, and held leadership roles in investment management, distribution, technology, operations, and high-net-worth clients. trillion dollar in client assets.

Asset Allocation 211

Asset Allocation Commission Distribution Assets 211

The Big Picture

JULY 20, 2022

Good Grief: Reflections on a dreaded emotion : But no one has told us how to deal with the deaths of those we love or found important to our own lives. Be sure to check out our Masters in Business this week with Antti Ilmanen, AQR Capital’s co-head of Portfolio Solutions Group. Sign up for our reads-only mailing list here.

Numbers 269

Numbers Planning Investing Investments 269

AdvicePay

OCTOBER 4, 2023

At the heart of this mission lies the superheroes of AdvicePay’s success – our exceptional Customer Support Team, aka Happiness Allies. At AdvicePay, our team has made customer satisfaction our North Star. From our leadership team to our front-line Happiness Allies, a customer-centric culture permeates the entire organization.

Clients 95

Clients Wealth Management Financial Advisor Management 95

MarketWatch

JUNE 23, 2023

While the search for Mercury’s next CEO is underway, the board, the leadership team and I are acutely focused on accelerating the company’s revenue growth, strengthening profitability and driving greater cash generation as we continue to support our customers and benefit from industry tailwinds,” Ballhaus said in a statement.

Sales 75

Sales Strategic Planning Planning Marketing 75

MarketWatch

MARCH 1, 2023

During the fourth quarter we executed on our commercial vehicle product roadmaps, advanced our Aero business and Stables & Stalls initiative, completed building out our talented leadership team, resolved key legacy issues and strengthened our financial position,” Chief Executive Rick Dauch said in a release.

Marketing 75

Marketing Marketing 75

MarketWatch

MARCH 13, 2023

This “supplements” the company’s previous repurchase authorization, which had $4.7 billion remaining as of the end of Applied Materials’ fiscal first quarter.

Portfolio 75

Portfolio Marketing Marketing 75

The Big Picture

JULY 11, 2023

New Yorker ) Be sure to check out our Masters in Business this weekend with Franklin Templeton CEO Jenny Johnson, which manages $1.5 She has worked at FT since 1988, and held leadership roles in investment management, distribution, technology, operations, and high-net-worth clients. trillion dollar in client assets.

Distribution 193

Distribution Management Clients Portfolio 193

MarketWatch

MAY 2, 2023

Separately, Sprout said it was extending its strategic partnership “with the new team” at Twitter, under the leadership of Tesla Inc. We are doubling down on our commitment to innovation in Twitter’s overall product suite and API enhancements that we believe will super charge Twitter’s long term growth.” TSLA and SpaceX CEO Elon Musk.

Media 98

Media Management Marketing Marketing 98

Norman Marks

JUNE 5, 2023

Getting the International Standards for the Professional Practice of Internal Auditing right is important, deserving of our attention and support. Leadership of the IIA and its Standards Board spent much of the last year, with help from dedicated volunteers, working on an update.

Government 53

Government 53

Advisor Perspectives

MAY 25, 2023

There is a direct lesson from our armed services for leadership, honesty and ethics in finance.

Ethics 52

Ethics 52

Tobias Financial

APRIL 12, 2024

“This multifaceted background has prepared me to step into my role as Director of Tax Services at Tobias Financial Advisors, where I can leverage my skills to foster the growth of our firm in a thoughtful and impactful manner,” Lonnie adds. Tobias Financial Advisors is thrilled to have Lonnie on our team.

Financial Advisor 52

Financial Advisor Ethics Accounting Clients 52

Random Roger's Retirement Planning

APRIL 14, 2024

Prescott is an epicenter of wildland fire thought leadership and my willing to volunteer has allowed me to have a seat at the table of this epicenter. But the point of this post is leadership and the learning experience we had on day one of the drill. The downside of this is it is not realistic to preplan a response but that's ok.

Engineering 52

Engineering Communication Planning Management 52