Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? Robert will be on the “for” team. CFP Board debate.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JULY 31, 2023

HOFFMAN: It was called “Wednesday Journal” and they ran a bunch of weekly newspapers and a monthly parenting magazine called “Chicago Parent” That was my, truly my first job was running, I was their web editor. Between management and their employees. HOFFMAN: It’s true, I found my way back, yeah. RITHOLTZ: Right. RITHOLTZ: Sure.

Retail 130

Retail Government Economy Economics 130

The Big Picture

NOVEMBER 21, 2023

And that would change really everything further, 00:07:43 [Speaker Changed] You joined General Catalyst right out of, out of business school and then Park Capital Management. And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. 1999, 2000, the internet was blowing up.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

MAY 16, 2023

HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. So you know, I’m smiling dialing, there’s no internet to search wealth. So indirectly, I became a hedge fund manager to manage our cash at the Squeeze Ball Company. He used to write at Smart Money Magazine. And I think you will also.

Media 275

Media Investing Investments Valuation 275

The Big Picture

MAY 2, 2023

I was working at UBS in wealth management. I was in wealth management at UBS, and this was 2008 when Lehman collapsed, and the world effectively imploded, certainly for people of my age who had no authority at all. RITHOLTZ: It goes into the wealth or pursuits section of Bloomberg. CLYMER: It started for fun.

Retail 158

Retail Insurance Advertising Numbers 158

The Big Picture

NOVEMBER 28, 2023

One of those was in the client, the wealth management area, right? One of those was in the client, the wealth management area, right? So we have the great financial crisis, oh 8, 0 9. You know, when, when Time magazine put unstoppable, you know, can Hillary Clinton be stopped? Rates were taken down to zero.

Banking 251

Banking Media Economics Food 251