CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

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Restructuring Planning Marketing Accounting 130

Barry Ritholtz

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. A great example, you know, some of these things you can plan for and some you can’t. You begin in audit practice at KPMG.

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Investments Banking Advertising Numbers 119

Barry Ritholtz

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. What was the career plan? Well, there was no career plan really. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. But now we’re back to a more normal hurdle rate.

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Finance Marketing Numbers Investments 59

Barry Ritholtz

NOVEMBER 25, 2024

Quantitative investing was, was that the plan from the beginning? And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that. It was not.

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Leverage Investments Marketing Math 59