NAIFA Advisor Today

JULY 12, 2022

Do you ask your clients for trusted contacts? Since 2018, brokerage firms have been required by FINRA Rule 4512 to ask their retail customers to provide the name and contact information of a trusted contact person. If you’re not already asking clients for trusted contacts, here are two key reasons why you should.

Clients 52

Clients Wealth Management Financial Planning Retail 52

WiserAdvisor

FEBRUARY 21, 2023

In 2018, there were approximately 52.4 They can easily keep track of transactions, identify any changes or miscalculations, and help their clients take timely actions to spot any kind of misuse. Further, financial advisors can educate their clients on elder investments that may be appropriate for investors in their age group.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

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). Workers upskilled and launched new businesses.

Medicine 329

Medicine Numbers Food Insurance 329

Brown Advisory

MAY 31, 2018

NOW 2018 | The Changing Nature of Trust achen Thu, 05/31/2018 - 10:51 For 18 years, Matt Harrington has been studying, analyzing and synthesizing the evolution of society’s trust in four institutions: government, business, NGOs and media. The topic of trust came up many times throughout the NOW 2018 panel discussions.

Government 52

Government Media Clients Investing 52

Brown Advisory

MAY 31, 2018

NOW 2018 | The Changing Nature of Trust. Thu, 05/31/2018 - 10:51. In his presentation at NOW, Harrington covered three themes that emerged from the 2018 Trust Barometer survey. The topic of trust came up many times throughout the NOW 2018 panel discussions.

Government 52

Government Media Clients Investing 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Towards Artificial General Intelligence? achen Thu, 05/31/2018 - 11:51 In a first for NOW, the multitalented Ashley Llorens kicked off the 2018 conference with a killer hip-hop performance that had the crowd putting their hands in the air.

Clients 52

Clients Investing Investments Communication 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Towards Artificial General Intelligence? Thu, 05/31/2018 - 11:51. In a first for NOW, the multitalented Ashley Llorens kicked off the 2018 conference with a killer hip-hop performance that had the crowd putting their hands in the air.

Clients 52

Clients Investing Investments Communication 52

Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. These people have income-producing assets spinning off profits or dividends, and they use those funds to pay for their bills and lifestyle.

Assets 92

Assets Accounting Investing Investments 92

Brown Advisory

MAY 31, 2018

NOW 2018 | What Makes a Great Leader? achen Thu, 05/31/2018 - 09:49 What do the Magna Carta, the Washington Monument and giant pandas have in common? Rubenstein values history as a tangible, physical asset, and he feels that experiencing the real thing is more inspiring than simply viewing a memory on a computer screen.

Government 52

Government Clients Startup Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What Makes a Great Leader? Thu, 05/31/2018 - 09:49. During the NOW 2018 conference, Rubenstein and Brown Advisory CEO Mike Hankin engaged in a rapid-fire conversation that covered Rubenstein’s thoughts on a wide range of topics, from the Founding Fathers to Facebook and Twitter.

Government 52

Government Clients Startup Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Free Trade, Tariffs and Trouble achen Thu, 05/31/2018 - 11:17 Current news of tariffs and trade wars is the latest evidence that the ideology of free trade and globalization is under attack. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Education 52

Education Communication Clients Media 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Free Trade, Tariffs and Trouble. Thu, 05/31/2018 - 11:17. Free trade supporters have lost the debate completely in… this new space,” stated Andrew Wilson during our NOW 2018 panel on trade policy. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Education 52

Education Communication Clients Media 52

Brown Advisory

MAY 30, 2018

NOW 2018 | The Global Refugee Crisis. Wed, 05/30/2018 - 17:06. It should not be assumed that investments in such securities or asset classes have been or will be profitable. The world currently faces one of the most tragic humanitarian crises in modern history.

Clients 52

Clients Food Investing Investments 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence achen Thu, 05/31/2018 - 09:20 The advent of artificial intelligence (AI) is one of the top technology stories in recent years. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Sharpened by both the U.S.

Startup 52

Startup Math Clients Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence. Thu, 05/31/2018 - 09:20. The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI. Sharpened by both the U.S.

Startup 52

Startup Math Clients Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | 50 Years after MLK: Does Race Matter? achen Thu, 05/31/2018 - 11:41 Fifty years after Dr. King’s assassination, many Americans are examining how we’ve changed for the better as a country and where we still fall short.

Clients 52

Clients Economics Assets Investing 52

Brown Advisory

MAY 31, 2018

NOW 2018 | 50 Years after MLK: Does Race Matter? Thu, 05/31/2018 - 11:41. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Clients 52

Clients Economics Assets Investing 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Is Blockchain the New Internet? achen Wed, 05/30/2018 - 16:45 Despite the countless benefits of the internet, it suffers from a glaring gap in its fundamental design. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Advertising 52

Advertising Clients Engineering Distribution 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Is Blockchain the New Internet? Wed, 05/30/2018 - 16:45. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Despite the countless benefits of the internet, it suffers from a glaring gap in its fundamental design.

Advertising 52

Advertising Clients Engineering Distribution 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Engaging the Next Generation in Public Service achen Wed, 05/30/2018 - 15:15 Our NOW 2018 conference dealt with a variety of forces that are tearing at the fabric of society, from social inequities, to political strife, to technological disruption.

Nonprofit 52

Nonprofit Government Recruitment Clients 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Engaging the Next Generation in Public Service. Wed, 05/30/2018 - 15:15. Our NOW 2018 conference dealt with a variety of forces that are tearing at the fabric of society, from social inequities, to political strife, to technological disruption.

Nonprofit 52

Nonprofit Government Recruitment Clients 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

Taxes 52

Taxes Investing Investments Clients 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Rising uncertainty for risk assets, coupled with a favorable mix of healthy demand and limited supply, offer a promising backdrop.

Taxes 52

Taxes Investing Investments Clients 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Finding Truth in a World of Disinformation achen Wed, 05/30/2018 - 15:27 In a year when border protection is consistently headline news, it is ironic that the media is struggling with a border war of its own—specifically, the border between information and disinformation.

Media 52

Media Clients Advertising Investing 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Finding Truth in a World of Disinformation. Wed, 05/30/2018 - 15:27. It should not be assumed that investments in such securities or asset classes have been or will be profitable. News consumers are confronted daily with the challenge of discerning truth from falsehood.

Media 52

Media Clients Advertising Investing 52

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. They offer corporate banking, branch banking, and commercial banking services to their clients. 2018-19 ₹ 9,812.51 ₹ 3,460.77 Yes Bank vs IDFC Bank : Banks are the economic engine. According to the FY23 report, the total number of employees was 27,517.

Banking 104

Banking Planning Accounting Retail 104

Brown Advisory

MAY 31, 2018

NOW 2018 | What is the Economic Impact of Political Polarization? achen Thu, 05/31/2018 - 09:11 The U.S. It should not be assumed that investments in such securities or asset classes have been or will be profitable. economy has improved markedly since the 2008–09 credit crisis.

Economics 52

Economics Budgeting Government Clients 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What is the Economic Impact of Political Polarization? Thu, 05/31/2018 - 09:11. It should not be assumed that investments in such securities or asset classes have been or will be profitable. economy has improved markedly since the 2008–09 credit crisis.

Economics 52

Economics Budgeting Government Clients 52

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. and emerging markets, whose businesses are relatively local and not dependent on exports.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap. Thu, 06/14/2018 - 10:27. I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. On the Social and Environmental Factors That Are Driving Business and Investing.

Investing 52

Investing Investments Clients Numbers 52

Random Roger's Retirement Planning

APRIL 23, 2024

The simplistic definition is that risk parity equal weights asset classes by their volatility. There can be other things in there too like commodities and there can also be management of the weightings to account for changes the volatility profiles of the various asset classes. It briefly went to zero in 2018 and then came right back.

Assets 59

Assets Retail Management Taxes 59

Trade Brains

APRIL 11, 2023

It has a current ratio of 1.32, indicating that its current assets are higher than its current liabilities. Revenue & Profitability Year 2018 2019 2020 2021 2022 Revenue (in Crores) ₹376.70 ₹504.15 ₹352.81 ₹470.43 ₹768.17 It has a current ratio of 1.37, indicating that its current assets are higher than its current liabilities.

Retail 94

Retail Government Distribution Financial Services 94

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. To successfully make a move to a more holistic service offering, advisors must gain an understanding of the value clients seek in their services.

Financial Planning 78

Financial Planning Planning Wealth Management Clients 78

Trade Brains

JANUARY 4, 2023

Year 2018 2019 2020 2021 2022 Revenue (in Crores) ₹50,569.00 ₹60,427.00 ₹70,676.00 ₹75,379.00 ₹85,651.00 However, its net profit margin has decreased as compared to the year 2018. This indicates that its current assets are more than twice its current liabilities. The company has over 1,300 active global clients in 66 countries.

Retail 52

Retail Manufacturing Engineering Assets 52

Brown Advisory

JULY 24, 2018

Strong Defense: The Falling Opportunity Cost of Allocating to Bonds ajackson Tue, 07/24/2018 - 09:25 For years, “defense” in portfolios—i.e., Many noisy political topics have dominated the investment discourse in 2018, but underneath that noise and volatility, the drum beat of rising interest rates in the U.S.

Valuation 52

Valuation Economics Asset Allocation Clients 52

Brown Advisory

JULY 24, 2018

Tue, 07/24/2018 - 09:25. Many noisy political topics have dominated the investment discourse in 2018, but underneath that noise and volatility, the drum beat of rising interest rates in the U.S. Louis Fed) rose above 50 bps at the end of 2016, and since then has ticked up to 180 bps as of June 30, 2018. and 2.9%). .

Valuation 52

Valuation Economics Asset Allocation Clients 52

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 Wealth Management 52