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41 Top Influencers for Financial Advisors in 2023

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DECEMBER 19, 2022

Lazetta is also a member of the CNBC Digital Financial Advisor Council and a contributor on Wealth Management to the WSJ Experts blog. . Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. Dasarte Yarnway is the founder of Yarnway Wealth Management and Head of Community at Altruist.

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Transcript: Jim O’Shaughnessy on Infinite Wisdom

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MARCH 25, 2025

And, and I kind of raised my hand and said, dad, uncle John, don’t you think it might be a better idea to look at it by the numbers? Jim O’Shaughnessy : So I think the most surprising thing was a number of people at various firms that I was investigating working for before starting my own. The numbers are pretty bad.

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41 Top Influencers for Financial Advisors in 2023

Transcript: Jim O’Shaughnessy on Infinite Wisdom

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