The RIA Edge 100: Growing Above and Beyond
Wealth Management
FEBRUARY 6, 2023
Wealth Management IQ and Discovery Database have compiled a list of RIAs that are experiencing outsized growth while keeping sight of their first priority: the client.
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Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA
Sara Grillo
APRIL 11, 2022
As you may have noticed, the list above is quite short. The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. Jon Luskin.
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