Remove Books Remove Ethics Remove Risk Management
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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

She has also written two books in which she interviewed some of the smartest minds in business, many of whom have been featured on the Forbes 30 Under 30 list. You can check out his podcast and books for more info. Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5 Taylor Schulte .

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Transcript: Antti Ilmanen

The Big Picture

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. Welcome to Bloomberg. ANTTI ILMANEN.

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Exploring CFP Fast Track: Eligibility and Advantages for Financial Planners

International College of Financial Planning

The certification’s emphasis on ethical practices and comprehensive financial planning makes it increasingly relevant in today’s complex financial landscape. This accelerated program enables qualified candidates to obtain their certification within just 4 months. How ICOFP Can Help?

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Financial Literacy: Why It Matters and How to Improve It

International College of Financial Planning

The finance industry is known for its complexity and competitiveness,where ethics play a pivotal role in determining arofessional’s In today’s rapidly evolving and economically complex world, mastering the fundamentals of personal finance is of utmost importance.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. Let’s talk about books. BERRUGA: One of my favorite books is “Man’s Search for Meaning” by Viktor Frankl.

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Transcript: Ilana Weinstein

The Big Picture

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. I kind of feel like, you know — RITHOLTZ: Can you talk at school or — WEINSTEIN: You have to wait for the book.

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Transcript: Matt Levine

The Big Picture

It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. John Coates, the Harvard law professor has, has a book out called the Problem of 12 where he’s like, yeah, there’s like 12 people.

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