James Hendries

JULY 13, 2022

So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions. Click here to view the digital version.

Investment Advisor 98

Investment Advisor Banking License Insurance 98

Zoe Financial

DECEMBER 5, 2023

One data point caught my attention: the number of advised investors, individual investors, has increased from 35% to 47% when you look at the time frame from 2009 to today. So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

James Hendries

JULY 21, 2022

So far, this year hasn’t seen a full-blown crisis like 2008- 2009 or 2020, but the ride has been very bumpy. When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions. Please contact your financial advisor with questions.

Clients 52

Clients Investment Advisor License Financial Advice 52

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 163

Clients Investments Investing Management 163

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. You can join Kickstarter to launch a project or to help back others’ projects.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

JUNE 6, 2023

And I think that has been true since 2009 until now. RITHOLTZ: That’s more counseling than it is financial advice. So, they just looked at me like I was an alien. I looked at them like, I don’t really care what you say. I’m going on air, I’m going to say what I want. Why aren’t they?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

OCTOBER 19, 2022

Providing advice, if you think about driving investor outcomes, we have great low cost product. And it’s financial advice. So we have our own financial advice, but also importantly, working with my clients, working with those financial advisors to help them do better for their clients, really important to the mission.

Financial Advisor 287

Financial Advisor Clients Taxes Investments 287