Financial Planning Email Newsletter: The prickly prophet of Wall Street (June 19, 2024)

The prickly prophet of Wall Street

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Retirement

June 19, 2024

By Nathan Place Retirement reporter

If he has any choice in the matter, Barry Ritholtz will never retire. He loves his job too much.

I spoke to Ritholtz about his unusual career arc, from bored attorney to one of Wall Street's most popular pundits. Ever since his blog, The Big Picture, explained the 2007 crash in real time, Ritholtz has never stopped calling out the follies of the financial industry. Read his profile here.

Also this week, our latest "Ask an Advisor" column fielded a tough question: What do you say when your client wants to do something you find unethical? An advisor in Idaho was tongue-tied as his client decided to include biological children in their will, but not adopted ones. What should he do?

It's all in Financial Planning. Have a great week!

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