NAIFA Advisor Today

JANUARY 16, 2023

Entering the financial services industry in 2006, Dave Gannett quickly adapted and enjoyed working with other financial professionals by providing them with various investment vehicles and equipping financial advisors with information that helps benefit their clients.

Financial Services 52

Financial Services Financial Advisor Clients Investing 52

Random Roger's Retirement Planning

OCTOBER 8, 2024

The difference between Novartis ADRs (NVS) which is a client holding and the shares traded in Switzerland over the last year charted below. In 2008 I owned MERFX, RYMFX and SH for clients so I think my using them for this post is credible. ASFYX is a client and personal holding. The product line is called ADRhedged.

Portfolio 98

Portfolio Accounting Clients Management 98

Random Roger's Retirement Planning

JANUARY 22, 2024

There is a secondary, more subtle point that relates to portfolio construction and portfolio theory as we discuss here and as I have implemented into client accounts. Back in 2006 and 2007 there were far fewer funds available to help offset large stock market declines.

Portfolio 75

Portfolio Accounting Clients Portfolio Management 75

Indigo Marketing Agency

SEPTEMBER 11, 2023

As Content Deployment Manager, she is responsible for deploying our clients’ blog content in a timely fashion, a crucial component of their overall marketing strategy. Lisa’s Life Outside of Work Lisa and her husband, Korey, met their freshman year while attending Texas A&M in 2006, and have been together ever since.

Financial Advisor 96

Financial Advisor Accounting Management Marketing 96

Brown Advisory

SEPTEMBER 11, 2018

This metric still has a ways to go before it reaches the sub-2% level we last saw in 2005-2006, and there is fundamental room for improvement (legacy assets from the crisis era are still working through the foreclosure pipeline).

Marketing 52

Marketing Marketing Clients Assets 52

The Big Picture

SEPTEMBER 3, 2024

00:12:42 [Speaker Changed] I think it absolutely should be the norm because it is generally what our clients are seeking. And I think a lot of investors have figured out how to effectively make money for their clients with shorter term time horizons, otherwise they wouldn’t be doing it. Tell us a little bit about that.

Investing 147

Investing Investments Valuation Management 147

Nationwide Financial

JANUARY 26, 2023

They’ve been around since 2006. Helping clients leverage the opportunity to take advantage of designated Roth accounts now and create a tax diversified retirement portfolio for the future is a great way to add value to your relationships. Without action by Congress, 2026 could usher in significantly higher tax rates.

Accounting 98

Accounting Retirement Taxes Retirement Planning 98

Trade Brains

DECEMBER 14, 2023

The firm has a presence in 36 countries with clients across the Americas, Europe, Asia, Australia, and EMEA. The Company successfully secured its first client Data Basics Corporation, in New York the same year. However, the fund has garnered returns of only 156.90% since its inception, which was in 2006. 13,14,971 EPS ₹115.19

Banking 113

Banking Consulting Insurance Retail 113

Trade Brains

NOVEMBER 28, 2023

Alice Blue Review : Alice Blue was established in 2006, with its headquarters in Bangalore. Boasting close to two decades of experience, Alice Blue has emerged as a prominent player in the Indian stock broking industry, with over 20 branches and a client base of 5 lakhs. 15 brokerage for Intraday & F&O.

Accounting 59

Accounting Commission Education Clients 59

Random Roger's Retirement Planning

MAY 16, 2025

This was around 2005 or 2006, something like that. Locking in for ten years at 4.50%-5% (this was 2006 and early 2007) made no sense to me. In that context, I draw a much different conclusion about needing to match LDI in retail sized advisory client accounts by locking in ten years at 4.41% for treasuries or 5.4%

Portfolio 52

Portfolio Retail Investing Investments 52

Validea

DECEMBER 7, 2023

After the huge inflows from last year, only $786 million was invested into dividend ETFs in 2023, the least amount since 2006, according to Bloomberg Intelligence data that is cited in the article. And some managers try to steer their clients away from being wholly focused on earning dividends. “[T]hat’s for the last 10 years.

Healthcare 52

Healthcare Wealth Management Management Clients 52

Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Confirm the role of your board of directors.

Investment Advisor 52

Investment Advisor Investments Investing Nonprofit 52

Brown Advisory

SEPTEMBER 3, 2015

million in 2006, inhibiting demand and economic growth, according to the Krueger report. Meanwhile, tax revenues have declined to about 12% of GNP from more than 15% before 2006, the Krueger report said. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Transportation 52

Transportation Economy Government Asset Allocation 52

Trade Brains

JANUARY 21, 2024

Company Overview Jupiter Wagons Ltd, a subsidiary of the Kolkata-based Jupiter Group was founded in 2006 and has since been a leading player in the railway wagon manufacturing industry. Jupiter’s Order book remains strongly supported by clients from across multiple industries like Commercial Vehicles, Railways, and Logistical Companies.

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

Random Roger's Retirement Planning

JANUARY 15, 2023

Cliff Asness jumps on the period DFA studied, 2006-2022, as being cherry-picked. I don't any of the funds charted personally or for clients. Well some do provide better risk adjusted returns and some do not. Some outperforming and some underperforming (however you define) is not a new thing and not unique to the liquid alt universe.

Portfolio 75

Portfolio Management Marketing Marketing 75

Harness Wealth

MAY 12, 2025

In 2022, the number of exam participants reached its lowest point since 2006. Understaffed tax teams often struggle to keep pace with these changes, increasing the risk of errors, missed deadlines, and potential penalties for both the firm and their clients. Clients expect prompt and insightful advice.

Taxes 52

Taxes Compliance Accounting Numbers 52

Random Roger's Retirement Planning

AUGUST 19, 2024

Here's an article I wrote about it at theStreet.com when it first listed in late 2006. MERIX is a client and personal holding. There are a couple of ETFs that track the space. One of the oldest ones is the Invesco Listed Private Equity Fund (PSP). I was not a fan out of the gate on this one.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 12, 2016

billion in 2006, according to Preqin. We encourage clients to view private credit as an opportunistic asset with low liquidity offering steady growth. This piece is intended solely for our clients and prospective clients and is for informational purposes only. Demand is also robust.

Valuation 52

Valuation Banking Portfolio Communication 52

Random Roger's Retirement Planning

APRIL 8, 2023

Before starting to write today's post, I read the others and it was interesting to see writing about the same ideas all the way back to 2006 when I was 40. And sure enough a lot happened over the last year. Same ideas mostly but they seem to have evolved which is interesting on a couple of levels. The reasoning was very simple.

Insurance 98

Insurance Compliance Engineering Planning 98

Brown Advisory

MARCH 1, 2016

With the Federal Reserve tightening for the first time since 2006, investors may generate competitive returns from the comparatively stable market for mortgage-backed securities. This piece is intended solely for our clients and prospective clients and is for informational purposes only. Tue, 03/01/2016 - 15:28.

Communication 52

Communication Clients Government Taxes 52

The Big Picture

MARCH 7, 2023

VASSALOU: I joined in the summer of 2006. Actually, I developed my strategies and built the quantitative strategies group from the summer of 2006 onwards, and I started running my strategies with money in March of ’07, so soon before the quant meltdown — RITHOLTZ: Right. RITHOLTZ: Were you there for the financial crisis?

Assets 173

Assets Management Marketing Marketing 173

Trade Brains

APRIL 9, 2023

Company Overview Founded by Anuj Khanna Sohum in 2006, Affle is a consumer intelligence technology company with a global footprint. Affle has a worldwide presence with its clients and offices spread across the globe. It counts well-known brands such as Swiggy, Fossil, Dailyhunt, GCash, and many others as its clients.

Planning 52

Planning Advertising Media Digital Media 52

Brown Advisory

MARCH 1, 2016

With the Federal Reserve tightening for the first time since 2006, investors may generate competitive returns from the comparatively stable market for mortgage-backed securities. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Electronics 52

Electronics Communication Sales Clients 52

Brown Advisory

MARCH 1, 2016

Clients can gain exposure to early-stage investments through our Private Equity Partners (PEP) vehicles. With the Federal Reserve tightening for the first time since 2006, investors may generate competitive returns from the comparatively stable market for mortgage-backed securities.

Valuation 52

Valuation Clients Communication Investing 52

Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006).

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). In studying the characteristics of socially responsible indices, some researchers have found high correlations with conventional indices (Statman, 2006).

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

JUNE 3, 2015

Federal Reserve policymakers forecast that they will likely start tightening this year for the first time since 2006, bringing an end to record liquidity, even as central banks from Europe to Japan push unprecedented stimulus. In many clients’ portfolios we have eliminated our overweight position in U.S. equities and U.S. fixed income.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

MARCH 1, 2016

During the past 12 months, we have shifted to a slightly more defensive position in client portfolios. equities in particular, while adding to weightings in assets with lower risk profiles than equities, such as high-yield bonds as well as some private credit opportunities where appropriate for clients.

Clients 52

Clients Banking Economy Investing 52

Brown Advisory

NOVEMBER 8, 2018

cash raised by funds but not yet invested) has grown from about $70 billion in 2006 to a record $235 billion earlier this year, according to Preqin. Since the credit crisis in 2008-2009, the private credit space has experienced robust growth. Dry powder for private debt funds (i.e., © 2017 Thomson Reuters. © 2017 Thomson Reuters.

Assets 52

Assets Portfolio Investing Investments 52

Random Roger's Retirement Planning

JUNE 23, 2022

There are two ETFs that target capital markets broadly, the SPDR S&P Capital Markets ETF (KCE) and the iShares US Broker-Dealers & Securities Exchanges ETF (IAI) that came out in 2005 and 2006 respectively. CBOE is a long time client holding because it has the potential to do well in these environments thanks to its VIX business.

Commission 52

Commission Portfolio Marketing Marketing 52

Trade Brains

JANUARY 5, 2023

Founded in 2006, Affle is a global technology company. The company offers its clients various services which include artificial intelligence, cloud, internet of things(IoT), blockchain robotics/drones, virtual/augmented reality, etc. Tata Elxsi has had a compounded sales growth of 15% for the last 5 years. Happiest Minds.

Engineering 52

Engineering Advertising Sales Investing 52

Risk Management Guru

APRIL 21, 2020

This is often mentioned in the world of investing where clients trust their advisors to spread their money over a hundred stock funds among other asset classes such as bonds and commodities to protect their customers against risk. Harper, 2006. That does define the concept of diversification but not the one of successful investing.

Portfolio 52

Portfolio Risk Management Management Commission 52

Brown Advisory

APRIL 1, 2016

Using the Standard & Poor’s 500 Index as a market proxy, the chart below shows the number of daily price movements over 1% during each trailing three-month period since early 2006. To be sure, we are not suggesting that clients try to “time” the market. Opportunities. bonds and equities.

Investments 52

Investments Investing Portfolio Assets 52

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. It would be the Fed’s first increase since 2006. Six of these moves have benefited client portfolios. Wed, 12/02/2015 - 13:46.

Economy 52

Economy Taxes Clients Assets 52

Brown Advisory

SEPTEMBER 20, 2017

In early 2006, he took over the small-cap initiative at Brown Advisory, pioneering the current approach. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

In early 2006, he took over the small-cap initiative at Brown Advisory, pioneering the current approach. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 22, 2015

Fed policy makers on September 17 reiterated their expectation to raise the main interest rate sometime this year for the first time since 2006. Here are two essential elements of the approach that we pursue for our clients. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Economics 40

Economics Economy Clients Investing 40