Ben Carlson is a CFA charterholder, Director of Institutional Asset Management at Ritholtz Wealth Management, and one of the most widely-read finance writers in the United States. Through his blog A Wealth of Common Sense, co-hosted podcast Animal Spirits, and six books, Carlson has built a reputation for translating Wall Street complexity into plain-English wisdom that ordinary investors can actually use - advocating for simplicity, patience, and behavioral discipline over market-timing and stock-picking.
Maximizer is one of the world's oldest CRM software companies, founded in 1987 in Vancouver, Canada — predating Salesforce by 12 years. It provides a powerful, customizable CRM platform targeting sales teams, SMBs, and financial services professionals including wealth managers, financial advisors, and insurance brokers. With 120,000+ customers and 1 million+ users over its 35+ year history, Maximizer offers cloud, on-premises, and hybrid deployments with a strong focus on data sovereignty (Canadian and UK data centers). In 2023, the original founder Mark Loveys re-acquired the company, signaling a renewed focus on its core identity as a CRM built for sales leaders. In 2024–2025, Maximizer launched a purpose-built Financial Services Edition and IQ Boost, a Canadian-built AI tool helping financial advisors navigate Canada's $1-trillion intergenerational wealth transfer.