Barry Ritholtz

SEPTEMBER 3, 2024

I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective. 00:23:48 [Speaker Changed] So, so when you say concentrated, how concentrated is concentrated?

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CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

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Barry Ritholtz

JULY 29, 2024

00:13:39 And so after that first 90 days, I started looking at things that we could prioritize a little differently. You know, don’t be overwhelmed by the, the vocabulary or the math or things that frighten people away from the industry. How are you finding the growth of custom in indexing going? Incredible amount of opportunity.

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