CFA Institute sat down with Josh Brown, CEO of Ritholtz Wealth Management and the persona behind the highly successful financial blog, The Reformed Broker, to talk about his views on the Obama administration’s push for a fiduciary standard for
CFA Institute sat down with Joshua M. Brown, CEO of Ritholtz Wealth Management and the persona behind the highly successful financial blog, The Reformed Broker, to talk about his views on the Obama administration’s push for a fiduciary standard for brokers; the story behind his “reformation”; the outlook for fintech; how social media has helped business; and who he considers “must-reads.”
The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.