Trade Brains

JULY 31, 2023

TCS caters to companies from 5 key industries mainly: banking, financial services & insurance, retail & consumer business, communication, media & technology, and manufacturing. stake in 2013. The management plans to launch its EVs in the Indian market by 2025. MSIL initially imported cars and sold them in India.

Manufacturing 97

Manufacturing Consulting Engineering Distribution 97

FMG

JANUARY 19, 2023

After graduating college, I moved to San Diego without much of a plan in 2013 and I loved it so much that I’ve been here ever since. I have a Communications Degree, was a video production assistant, a graphic designer, a technician at an Apple repair shop, and a UX/UI freelancer. I grew up on the East Coast.

Food 52

Food Communication Education Media 52

Brown Advisory

SEPTEMBER 12, 2016

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Pritzker and United Way created the first social impact bond aimed at financing early childhood education in 2013. Social impact bonds (SIBs).

Investments 52

Investments Investing Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Pritzker and United Way created the first social impact bond aimed at financing early childhood education in 2013. Social impact bonds (SIBs).

Investments 52

Investments Investing Communication Government 52

Trade Brains

MARCH 29, 2024

Bharti Hexacom is a communications service provider offering consumer mobile services, fixed-line telephone & broadband services under the brand Airtel. Today, Bharti Hexacom offers its communication services as Airtel in a synergistic manner to its customers. GB/customer/month in 2013 to 21.0 Keep reading to find out!

Government 59

Government Communication Valuation Economy 59

WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. In case of any doubt or discrepancies, it is vital to communicate with your financial advisor openly. Communication is key in the evaluation of investment performance.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Investment Writing

NOVEMBER 20, 2024

Marketing and communications professionals know how to write well. Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today. Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today.

Compliance 52

Compliance Communication Assets Investing 52

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Pritzker and United Way created the first social impact bond aimed at financing early childhood education in 2013. Social impact bonds (SIBs).

Investments 52

Investments Investing Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Pritzker and United Way created the first social impact bond aimed at financing early childhood education in 2013. Social impact bonds (SIBs).

Investments 52

Investments Investing Government Nonprofit 52

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. military banking facilities; certain bank-to-bank settlements; accounts owned by certain retirement plans.

Accounting 52

Accounting Compliance Taxes Banking 52

Brown Advisory

OCTOBER 28, 2021

As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.” Virginia, which struck down the Virginia Military Institute’s male-only admissions policy.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.” Speakers: Katharine Hayhoe, Chief Scientist, The Nature Conservancy.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

JULY 1, 2015

Not to be overlooked is the uncertainty associated with the change of Fed leadership from Ben Bernanke to Janet Yellen, still early in her term and establishing her communication style. Period April 30, 2013, through April 30, 2015. It’s not clear yet exactly how she intends to put her own stamp on the central bank. SOURCE: BLOOMBERG.

Investments 52

Investments Investing Banking Economy 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. He communicates to them what he would tell anyone who has a large investment in the company.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Berkshire’s Succession Planning, Cultural Differences to Others, ESG Reporting. Buffett does not think that the U.S.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Build the plan over time.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

FEBRUARY 13, 2017

At times, younger clients benefit from the careful planning of their parents; their inherited wealth can come in many forms, such as LLC interests, private equity holdings, or income from family trusts. With a well-vetted business plan, she came to us for guidance on how to proceed. It was a highly rewarding outcome for all parties.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

At times, younger clients benefit from the careful planning of their parents; their inherited wealth can come in many forms, such as LLC interests, private equity holdings, or income from family trusts. With a well-vetted business plan, she came to us for guidance on how to proceed. It was a highly rewarding outcome for all parties.

Clients 52

Clients Portfolio Planning Education 52

The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

MAY 8, 2023

A tax advantaged asset Death benefit Tax planning needs Cash value growth Cash value liquidity benefits #2 Use a realistic (low) crediting rate in the illustration The assumed interest rate in an illustration is what is driving the long term performance. So like, What do I do with that plan? Yeah, you have a short fall. How do I know?

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

JULY 29, 2024

What were the career plan? So I came to New York, no job plans, no ideas. You know, met the board, really liked what they had to say about plans for Orion, spent some time with Eric. Full disclosure, my firm uses Orion as part of our tech stack and managing the four and a half or so billion dollars we have. When would you do it?

Clients 147

Clients Portfolio Financial Advisor Investing 147

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. What is your opinion? What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. MCCARTHY: That is what’s most important.

Assets 162

Assets Investing Investments Portfolio 162

The Big Picture

JANUARY 27, 2025

Was finance always the career plan. Yeah, Mike Freno : I would say communications was key and it, it was, it was much more regular speaking to the entire company as opposed to, you know, episodic. And I think the, the, the communications was the big part. What are your plans? How do we keep everybody on the same page?

Assets 147

Assets Insurance Investing Management 147

The Big Picture

DECEMBER 26, 2023

What was the original career plan? So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. There was hardly any time for, for planning. And I think you will also, with no further ado, my conversation with B of A Securities, Steven Sutt Meyer. Said, you know what?

Marketing 162

Marketing Marketing Financial Advisor Clients 162

The Big Picture

JULY 31, 2023

Was the plan always to cover finance? And then I don’t know what God smiled on me, but I got hired by the Wall Street Journal in 2013. RITHOLTZ: So you start in 2013, and then you proceed to get some major news stories that you either covered intimately or broke. You know, when I got hired in 2013, M&A was dead.

Retail 130

Retail Government Economy Economics 130

The Big Picture

NOVEMBER 25, 2024

Quantitative investing was, was that the plan from the beginning? Corey Hoffstein : So throughout 2013, I was doing a lot of this research. And so in 2013, I’m staring down my largest client, all of a sudden it becomes obvious. 00:59:26 [Speaker Changed] So it was 2013. So that was 2013. It was not.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

DECEMBER 17, 2024

What were the career plans? Tony Kim : Career plans? There was the optical communications boom, some of the original software internet assets. So you’ve been in BlackRock since 2013. So let’s start out with your background. First of all, thanks for having me, you, your, your show title, masters in Business.

Engineering 130

Engineering Numbers Investing Investments 130

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: And … RITHOLTZ: I like your dad’s idea You should have created a business plan, just so you have it under your belt So now, I can’t imagine. LINDZON: No, so obviously, I did the business plan, I’m kidding.

Media 290

Media Investing Investments Valuation 290

The Big Picture

JUNE 2, 2025

What was the original career plan? If businesses are highly uncertain, they’re not gonna invest, they’re not gonna hire, they’re gonna defer growth plans. I think it, it does on the business side, 00:18:09 [Speaker Changed] Yeah, very much businesses have to plan much longer term.

Economy 130

Economy Economics Numbers Banking 130

The Big Picture

FEBRUARY 7, 2023

COHAN: — right now, that allowed people to communicate with one another. You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. And I didn’t take a single note or anything, I had no plans ever to write a book.

Engineering 259

Engineering Banking Numbers Management 259

The Big Picture

DECEMBER 24, 2024

When I started in 2013. Every board meeting he had with his board, they had Amazon proofing plans put in place. But it, the whole plan has not come to 00:32:36 [Speaker Changed] Fruition. And he was very clear communicating that. But also a a through line on that beat was the beginning of that beat. That’s amazing.

Retail 130

Retail Advertising Taxes Numbers 130