Browsing Tag
Josh Itzoe
4 posts
Is 401k Fintech An Investment or Expense?
How you answer this question will likely determine your practice’s future
Josh Itzoe’s TAPO Redux: We Have No Idea When He Actually Sleeps
We often kid Josh Itzoe about his tendency to talk (and talk some more). While it’s good-natured, it…
Itzoe’s Interview: Why FiduciaryRx is the Cure for What Ails Us
'By using the platform, advisors can deepen their conversations and make them more meaningful and actionable'
Itzoe’s Intent: Getting the 401k Fiduciary Formula Right
“I’ve often said that fiduciary is not just a noun, it’s both a noun and a verb. It’s…