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? RITHOLTZ: So you joined Global X in 2014. RITHOLTZ: So you move here from Spain. BERRUGA: Yeah.

Clients 162

Clients Investing Investments Management 162

The Better Letter

NOVEMBER 2, 2023

He offers tough-love financial advice, hosts a nationally syndicated radio program, and has written several books. I couldn’t make that math work at all plausibly. Could It Be True? Did I mention that he’s a big deal? Dave’s main themes focus on morality, character, and changing the culture. Did you catch it?

Certified Financial Planner 96

Certified Financial Planner Investing Investments Portfolio 96

The Big Picture

MAY 16, 2023

So you can imagine that first check multiplied a little bit from 2014 or so. And I mentioned, you said it’s 2014. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition. So this is the math that I applied.

Media 290

Media Investing Investments Valuation 290