The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? I mean, one of our first ETF was our China Consumer ETF that we launched in 2009. RITHOLTZ: Wow.

Clients 162

Clients Investing Investments Management 162

Good Financial Cents

APRIL 19, 2023

Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. Since Kickstarter’s launch in 2009, 18 million people have backed projects. Look for freelancers with a strong work ethic who provide quality results.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

JUNE 6, 2023

That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. And I think that has been true since 2009 until now. RITHOLTZ: That’s more counseling than it is financial advice. Do it my way. Why aren’t they?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80