Indigo Marketing Agency

DECEMBER 19, 2022

He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. billion in client assets. Ron Carson…need we say more?

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Big Picture

JANUARY 9, 2024

And it stopped in like September of 2008. It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. And it restarted in, I wanna say March of 2009, but like onlya little bit.

Retail 130

Retail Banking Math Management 130

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question.

Clients 157

Clients Investments Investing Management 157

Aleph

MARCH 25, 2023

Mar 24, 2023 The banking precedent that matters for where we are now isn’t 2008, but the empire-building a decade earlier [link] As I have said before, hand banking regulation back to the states. Do we really want payment networks to be ethics guardians? End interstate banking. Progressivism at its finest.

Banking 59

Banking Risk Management Government Accounting 59

The Big Picture

JULY 19, 2022

But it was — on the other hand, it was just a great place, well, first to try it but the second thing is when 2008 came along, it was one of the few places that we’re making money. You mentioned in the beginning of the book lower asset yields and richer asset prices have pulled forward future returns. ILMANEN: Yes.

Investments 130

Investments Investing Valuation Portfolio 130