Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Are clients capable of determining when your fees are too high or should there be some other standard that fees are measured against (e.g. Does it matter that clients know the fees they are paying?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

AUGUST 14, 2023

Why is the fiduciary standard important in financial advice? The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

DECEMBER 28, 2023

The financial statements of the company reported a 24% increase in revenue from operations, increasing from Rs.132.10 Market Cap (Cr.) It has completed projects for clients like Gujarat State Electricity Corporation Limited, Oil and Natural Gas Corporation of India, Energy Efficiency Services Limited, etc. from leasing.

Certification 64

Certification Manufacturing Portfolio Distribution 64

Brown Advisory

JUNE 26, 2020

fixed income markets as of the end of 2019, according to the Securities Industry and Financial Markets Association. Moreover, during the Great Recession of 2007-2010, fresh fruits and vegetables was the only food sector to grow (1.4% per year through 2023. This should bode well for Lineage Logistics.

Medical 52

Medical Food Medicine Assets 52

Trade Brains

OCTOBER 17, 2022

It offers an extensive range of IT services like application development, enterprise solutions, infrastructure management services, testing, and more to clients in diverse industries. It has a presence in 33 countries with more than 450 clients. Moreover, the company also ventured into the defense segment in 2010. ROE (%) 26.05.

Manufacturing 52

Manufacturing Healthcare Sales Investments 52

Trade Brains

JULY 3, 2023

The app also supports 24/7 service to its clients. Best Copy Trading Platforms #2 – Pepper Stone Limited Pepper Stone Limited which was founded in Australia in 2010 is one of the biggest CFD and Forex Brokers worldwide. It offers copy trading through MT4 and MT5 across all financial markets like forex, cryptocurrencies, etc.

Investments 52

Investments Investing Accounting Marketing 52

Trade Brains

NOVEMBER 3, 2023

Without any further delay, let us look at the 5 Best Penny Stocks With High ROE Best Penny Stocks With High ROE #1 – Rajnandini Metal Incorporated in 2010, Rajnandini Metal Limited is a pioneer in the manufacture of high-grade copper continuo casting rods. Particulars Figures Particulars Figures CMP ₹ 9 Market Cap ₹ 254.36

Manufacturing 59

Manufacturing Healthcare Retail Electronics 59

Trade Brains

SEPTEMBER 21, 2023

They have a client base that is in sectors from Aerospace & Defence to Banking, Communications, Consumer Electronics to Healthcare. The Financial Services sector brings in ~35% of Wipro’s revenue, followed by the Consumer sector which consists of Electronics and other packaged goods.

Budgeting 59

Budgeting Electronics Healthcare Portfolio 59

Brown Advisory

SEPTEMBER 6, 2022

In the period 2010 to 2014 there was a boom in energy capex particularly into U.S. At the end of the day what is the difference to the client of a barrel of oil from Royal Dutch Shell or one from BP? In the financial markets we see evidence of cycles in capital flows as market prices rise.

Investing 52

Investing Investments Insurance Ethics 52

The Big Picture

JULY 19, 2022

So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera. So, you’re trying to play a little bit disadvantages that tend to be in the financial markets with momentum and mean reversion.

Investing 130

Investing Investments Valuation Portfolio 130

Trade Brains

JULY 16, 2023

If you are not an enthusiastic book reader, just try to watch a few amazing movies or documentaries based on the stock market and it will help you understand all about the financial markets. She faces professional setbacks including client losing confidence.

Marketing 98

Marketing Marketing Commission Banking 98

Trade Brains

FEBRUARY 28, 2024

Top AI Stocks with High FII Holdings #1 – Coforge Coforge is a leader in product engineering, that designs, consults, operates, and modernizes client systems across the world. It Leverages Cloud, Integration, and automation tech that transforms its client businesses into digital and high-growth enterprises. Stock P/E (TTM) 53.39

Engineering 100

Engineering Government B2B Clients 100

The Big Picture

JULY 24, 2023

RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. So you’ve seen this dynamic where millennials are increasingly taking participation in financial markets and home ownership. Tell us a little bit about your research. And that’s going to continue to increase.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

NOVEMBER 15, 2022

Are your clients, the advisors, or are your clients, the institutional asset managers or both? NADIG: And trying to help people understand what that means for next week, and the next year, and the next decade, to position products underneath it, like ETFs in 1992, or model portfolios in 2000, or direct indexing in 2010.

Management 276

Management Assets Portfolio Marketing 276

The Big Picture

AUGUST 20, 2024

We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness. Just let me buy the market and forget about it. And those folks are very often my clients. You didn’t even have Uber in 2010. That’s amazing leverage. So let me pose this question to you.

Assets 170

Assets Management Portfolio Taxes 170

The Big Picture

AUGUST 8, 2022

ADMATI: French banks had in 2010 40 percent of Greek bond, government bonds. So, I was basically — I’ve seen banking since I started looking at it in 2009, 2010 and then becoming involved in that, consumed with that lobbying for policy, how I get to …. ADMATI: Under the eyes of their regulators. RITHOLTZ: Right.

Banking 203

Banking Government Insurance Taxes 203

Sara Grillo

SEPTEMBER 26, 2022

JR: The advisors were as much the victims as their clients were, and the brokerage firm would say they were all inappropriate behavior, so they’re all disclosures. Option rate securities were… 0:14:54.9 So it’s very difficult to do that. It is kind of a case by case thing. I still have to argue in that regard.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MARCH 26, 2024

And the sort of narrative embedded in that, I suppose might matter to institutions, but our eight plus trillion dollars of client assets are for the most part individual investors. I used to, I used to go over to Asia once or twice a year to see many of our clients that are based over there. In response to markets.

Marketing 146

Marketing Marketing Investments Investing 146

The Big Picture

APRIL 8, 2024

His clients adore him. You know, if you’re hardworking and you’re trying to do things that people value and my client base, if you will, or institutional investors, I went all the time. And they would work for data resources and take care of clients and then a client would hire them. What was that work like?

Economy 146

Economy Clients Banking Economics 146

The Big Picture

JUNE 3, 2024

He really is one of the most knowledgeable people in this space, and not just knowledgeable in the abstract, but helping to oversee just about a hundred billion dollars in client assets. And when that light goes on, it’s like, Hey, if everybody is discounting a recession, then the market’s figured it out a long time ago.

Math 146

Math Marketing Marketing Engineering 146

The Big Picture

NOVEMBER 28, 2023

Barry Ritholtz : 00:03:44 Eventually you rise to the role of CEO of private client services at Bank One. One of those was in the client, the wealth management area, right? One of those was in the client, the wealth management area, right? And we got a lot of pushback from clients. Tell us a little bit about that job.

Banking 257

Banking Media Economics Food 257

The Big Picture

JANUARY 31, 2023

What we try to do, of course, is to make sure we’re sending it out a little bit later than our clients get it, because then, you know, why pay for research in the first place if you can get it for free on Twitter. We had financial crisis, double-dip recession fears, right? I mean, we sort of run that as a company policy.

Economics 146

Economics Economy Marketing Marketing 146