Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. So today we’re going to be having a Q&A format on several key topics. I’ll get to that in just a second. Ryan would like to really get into the type of U.S. He defines it as “narrow”, and he’ll get more into that.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

AUGUST 8, 2022

The transcript from this week’s, MiB: Anat Admati on Regulations and Techlash , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. RITHOLTZ: Yes.

Banking 195

Banking Government Insurance Taxes 195

Sara Grillo

FEBRUARY 13, 2023

Don’t let your clients get taken! I am a CFA® charterholder and I used to be a financial advisor. I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Listen to this show.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

MARCH 14, 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. You get an MBA from NYU.

Economy 152

Economy Investing Investments Portfolio 152

The Big Picture

APRIL 25, 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. Has that closed?

Compliance 152

Compliance Wealth Management Clients Management 152

The Big Picture

FEBRUARY 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Bill Dudley, former New York Fed President, multiple positions at Goldman Sachs on the Federal Reserve at the New York Fed. So we worked on things like payments policy, you know, regulatory policy.

Economy 141

Economy Banking Marketing Marketing 141