The Big Picture

JULY 15, 2025

My biggest client turned out to be the Merrill Lynch Investment Strategy Group. Went back and got my MBA, and after a while, without sounding stupid about this, realized I was a, I knew more about this stuff than many of my clients did. But the heart of the firm was still on the private client side for any number of strategic reasons.

Numbers 144

Numbers Investments Investing Economics 144

The Big Picture

JUNE 17, 2025

These include the war between Hamas and Israel which has since escalated to a hot conflict between Israel and Iran, the Russian invasion of Ukraine, the “No Kings” protests, the (amusing) crash in reputation, clients and staff of law firms which failed to understand their role in the broader legal system, the tariff trade, etc.

Management 242

Management Media Financial Advice Investments 242

The Big Picture

JUNE 16, 2025

But we have clients that are on the left and the right. And if you just continued to dollar cost average for those 16 years, or from 2000 to 2013, when the market finally got over all its previous highs, that’s when you start to make a ton of money. And if you can’t suppress the fear, then you probably will die poor.

Math 130

Math Numbers Investments Investing 130

Investing Caffeine

MARCH 3, 2025

Gox); China banning Bitcoin in 2013; and the COVID pandemic crash in 2020. Since Bitcoin was introduced in early 2009, the value of the cryptocurrency has fallen by more than -50% seven times. There have been many causes for Bitcoins historical volatility, including the hacking of the largest Bitcoin exchange in 2011 (Mt.

Assets 59

Assets Investments Investing CFP 59

Trade Brains

JULY 7, 2025

Ather Energy – Electric vehicles Founded in 2013, Ather is a leader in India’s premium electric two-wheeler segment with sales growing at 340% YoY. With $95M+ raised, clients across climate, agriculture, and defence, and expanding global contracts, Pixxel is India’s most audacious bet on commercial space-tech.

Startup 52

Startup Valuation B2B Education 52

Random Roger's Retirement Planning

MARCH 9, 2025

BTAL is a client and personal holding. EBSIX' worst 12 month stretch was a decline of 13% from June 2013 to June 2014. To be clear, Portfolio 3 does use the portable alpha approach, it is leveraged by 40%. The alts in the leverage sleeve all have a low to negative correlation to equities and to each other.

Portfolio 52

Portfolio Numbers Insurance Taxes 52

The Big Picture

JUNE 2, 2025

It felt like an entrepreneurial opportunity to build something, made a lot of friends there, enjoyed the work, really enjoyed my clients, and the opportunity to help a bunch of great leaders improve the performance of their organizations. And we were serving clients in that geography. And the combination just worked great for me.

Economy 130

Economy Economics Numbers Banking 130

The Big Picture

FEBRUARY 17, 2025

And so I joined in early 2013 and specifically joined initially to cover Sub-Saharan African stocks and also to help launch this new fund, which was called the Next 50 Emerging Markets Equity Strategy. What does this mean to you as an employee and what does it mean to your clients? She’s a legend in the industry.

Investing 144

Investing Investments Economics Marketing 144

Trade Brains

JUNE 21, 2025

Oriana Power Limited was founded in 2013 and is a leading Indian renewable energy company specializing in solar energy solutions. Additionally, Rs. 15,500 crore in MoUs provides funding visibility for their expansion across multiple verticals, including solar, battery energy storage systems (BESS), and green hydrogen. percent.

Planning 66

Planning Education Investment Advisor Investments 66

The Big Picture

MAY 6, 2023

Previously, he was head of the European Special Situations Group from 2008-13, and head of the Global Special Situations Group: 2013-19. Salisbury brings a thoughtful, global perspective to managing assets and liabilities on behalf of institutional and individual clients around the globe.

Wealth Management 297

Wealth Management Assets Clients Management 297

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). Consider the chart up top (it’s from an RWM client-only quarterly call).

Medicine 329

Medicine Numbers Food Insurance 329

Nerd's Eye View

JUNE 10, 2024

client retention rates remaining robust, and at least a bit of client referral growth trickling in. The first half of 2024 has been a solid start for most advisory firms, with markets enjoying moderate growth (a pleasant follow-through after a particularly strong 2023!),

Financial Advisor 246

Financial Advisor Financial Planner Clients Communication 246

The Big Picture

SEPTEMBER 5, 2024

billion in fee only asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high. Wells Fargo Advisors said at the end of 2013 it had $375 billion in managed account assets, roughly 27% of the $1.4 Cover your own ass.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

Nerd's Eye View

JUNE 12, 2023

Firms that were returning to the office have done so, those that are staying remote are remaining as such, and either way most advisory firms have figured out how to continue to service and retain clients, and are slowly adapting to finding new (or reinvigorating old) paths to grow at least slowly once again.

Financial Advisor 246

Financial Advisor Financial Planner Professional Services Clients 246

Brown Advisory

MAY 1, 2014

2013 Annual Report | A Look Inside. Many firms aspire to put clients first, but few can ensure the continuity of client-facing professionals that is ensured by our unique equity structure: Every single employee at Brown Advisory owns equity in the firm. Annual Report 2013. Thu, 05/01/2014 - 12:00.

Clients 52

Clients 52

The Big Picture

NOVEMBER 27, 2023

My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. Hence, the less it matters, the less actual capital is on the line, the easier it is to make those bold calls. I sure as hell don’t want to either.

Marketing 300

Marketing Marketing Math Retirement Planning 300

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 293

Clients Wealth Management Banking Investments 293

Random Roger's Retirement Planning

APRIL 8, 2024

Dave Nadig posted a question on Twitter asking if you had a client who was very concerned about inflation, regardless of whether they were correct, what would you recommend? I used to own TIP but then figured out the interest rate problem back in what I am guessing was about 2013. Then he mentioned a few symbols.

Clients 98

Clients Portfolio Distribution Management 98

Random Roger's Retirement Planning

OCTOBER 25, 2022

Then from about 2013 to 2016, gold struggled and so too did PRPFX. Portfolio 1 is 75% SPDR S&P 500 (SPY)/25% client and personal holding BTAL, Portfolio 2 is 100% PRPFX and Portfolio 3 is 100% VBAIX. The ten year numbers are awful for PRPFX because gold went down for about 4 years from 2013-2016.

Portfolio 95

Portfolio Retail Accounting Numbers 95

The Big Picture

OCTOBER 30, 2023

Featuring hits like Shake It Off, Blank Space and Style, it was originally written during the 2013-14 Red Tour, with demos stored on her phone in a folder named “Sailor Twips” Awarded a Grammy for album of the year, it has spent 325 weeks in the UK charts. trillion in client assets.

Food 130

Food Financial Services Assets Insurance 130

BlueMind

DECEMBER 23, 2022

You will Like: How Advisors Deal With High Net Worth Clients. The Wolf Of Wall Street (2013). Deciding to chase after bigger commissions and targeting high net worth clients, he begins his own firm selling penny and IPO stocks. Cash should not be exchanged between client and advisor. Furthermore, look for warning signs.

Financial Advisor 98

Financial Advisor Commission Clients Management 98

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.

Accounting 100

Accounting Compliance Taxes Banking 100

eMoney Advisor

APRIL 25, 2023

However, you don’t have to become a life planner to incorporate conversations about clients’ values into your practice’s data gathering. 3 Guiding your clients through a values exercise can promote healthy communication and expression of values, and the opportunity to building a truly personal financial plan.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Truemind Capital

AUGUST 9, 2024

“ This was told by one of my HNI clients who is a single mother of two young daughters. The best way to solve this problem is by increasing the number of fee-only SEBI Registered Investment Advisors (RIAs) who by design think in the interest of clients. “ I started investing because you gave me the confidence.

Commission 64

Commission Fee Only Wealth Management Education 64

Trade Brains

JANUARY 22, 2024

In 2013, both Companies merged to form KPIT Technologies. The Company’s Marquee list of clients includes Airbus , McLaren , Honda , Ford , and a new energy vehicle Company called VinFast. These anchor clients contribute to 40% of the Company’s revenue. KPIT was then spun off as an independent Company, away from the CA firm.

Planning 119

Planning Engineering Manufacturing Clients 119

Random Roger's Retirement Planning

JUNE 16, 2024

My longest tenured clients have had some holdings for a full 20 years now and quite a few more names for 15 years. Coincidental to the Fisher quote, I bought client holding Motorola Solutions (MSI) in 2013. I'd never seen this before but holding on in the manner Fisher describes is something I try to do.

Investing 90

Investing Investments Clients Taxes 90

The Irrelevant Investor

DECEMBER 5, 2020

Articles By 2025, most financial advisors will use web-based software to create and manage Custom Indexes for their clients (By Patrick O'Shaughnessy) Since 2013, the S&P 500 has more than doubled.

Financial Advisor 52

Financial Advisor Economics Clients Management 52

Discipline Funds

JANUARY 12, 2024

The Winklevoss twins filed for the initial Bitcoin ETF in July of 2013 so it’s been 10 years coming. Do you let clients trade them as individual instruments? 1) All things Bitcoin ETF. The SEC finally approved a Bitcoin ETF. How much money did those guys lose out on by not having that instrument approved so long ago?

Insurance 108

Insurance Portfolio Assets Clients 108

Trade Brains

SEPTEMBER 20, 2023

The facility has been in operation since 2013, and the Swachh Bharat Mission and numerous other reports have identified it as one of the finest practices for MSWM case studies. Additionally, it has established a Municipal Solid Waste (MSW) processing and disposal facility in Solapur, Maharashtra to turn MSW into compost and power.

Engineering 106

Engineering Management Government License 106

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. Is that the clients you’re aiming for?

Clients 157

Clients Investments Investing Management 157

Truemind Capital

MARCH 6, 2024

Sebi introduced Registered Investment Adviser(RIA) as a category of intermediaries in 2013 to safeguard the interests of investors. RIAs are competent professionals offering unbiased and optimum investment advice to their clients. It therefore entails a high responsibility for decision-making, directly affecting the clients’ lives.

Commission 52

Commission Investing Investments Compliance 52

The Irrelevant Investor

APRIL 8, 2019

Ritholtz Wealth Management is a registered investment advisor headquartered in New York City with advisors and clients across the country. The firm launched in 2013 and in just over five years amassed more than $1 billion in client assets under management, working with over 700 families.

Wealth Management 40

Wealth Management Investment Advisor Clients Accounting 40

Indigo Marketing Agency

NOVEMBER 20, 2020

If that statistic holds true across the board, this signifies that approximately 56 million Americans use financial advisors and each advisor has approximately 212 clients, on average. From 2013 to 2016, the median assets under management (AUM) grew 6% from $86 million to $92 million. CIBC has 8,110 clients and 130 financial advisors.

Financial Advisor 52

Financial Advisor Wealth Advisor Clients Numbers 52

Random Roger's Retirement Planning

MAY 10, 2023

Sure, I'm $200,000 short of my goal but you know what, I beat the market five years in a row from 2009-2013." What will matter is whether you have enough to retire to the lifestyle you want plus maybe having some sort of margin for error in your accumulated savings. That outperformance would be meaningless.

Marketing 75

Marketing Marketing Wealth Advisor Retirement 75

The Irrelevant Investor

SEPTEMBER 22, 2015

I have followed Ben’s work since he began writing at his blog- and now a book - A Wealth of Common Sense in February, 2013. He also believes that meeting client- specific goals is how success should be measured. Ben has rapidly grown into the Jason Zweig of my generation.

Wealth Management 52

Wealth Management Management Assets Clients 52

Envision Wealth Planning

MARCH 31, 2022

Over the course of a half-hour conversation, a new client used the word “anxiety” four or five times when talking about her finances. TIAA also points out that in its 2013 survey, the confidence level gap was only nine percentage points. Envision Wealth Planning is passionate about educating our women clients.

Retirement Planning 52

Retirement Planning Education Financial Planning Retirement 52

Aleph

SEPTEMBER 15, 2022

I like the stocks that I own for me and my clients. All that said, I haven’t had a good year prior to this since 2013. I have always kept my asset allocation around 70% risky, 30% safe. I am near that now, and don’t feel the need to panic. We are up this year. Graph Credit: Aleph Blog.

Asset Allocation 59

Asset Allocation Banking Assets Clients 59