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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 I also made the mistake of making a B2C, whereas that’s supposed, that was a, a huge mistake should have gone B2B because I later learned, you know, I was a level playing field guy and like people couldn’t just buy their no loads and everything. In 1999, 2000. I was just, you know, 23 years too early.

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41 Top Influencers for Financial Advisors in 2023

Transcript: Jim O’Shaughnessy on Infinite Wisdom

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