Diamond Consultants

OCTOBER 10, 2023

Likewise, they spend more time with clients and focus on growth with less red tape and time fighting compliance than they might have in the wirehouses. It’s no secret that independent advisors have greater latitude in differentiating their business in a local market by expressing unique viewpoints in a creative and scalable way.

Math 52

Math Recruitment Consulting Clients 52

The Better Letter

MARCH 18, 2025

In 2019, submitting a hastily filled in bracket – and under the influence of cold medicine – Nigl predicted the first 49 games of the tournament correctly (into the Sweet Sixteen) before seeing his streak snapped. However, since 2011, at least one seven seed or lower has made it to the Final Four every year except 2019.

Numbers 75

Numbers Marketing Marketing Medicine 75

FMG

DECEMBER 22, 2022

After having my first child, I teamed up with two colleagues in 2019, and we grew together for a few years. I couldn’t pass up on the one-click compliance! I was considering building my own with a regular web designer, but as a solo advisor, I just don’t have time to get every single edit approved through compliance before going live.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

The Better Letter

MARCH 16, 2023

The maths are exactly the same. These sorts of math problems are the focus of this week’s TBL. Math Problems As this TBL goes live, just 16 games and one day of the NCAA Tournament are in the books, yet my bracket is a mess. We notice the unlikelihood of 100 in a row because of the pattern. Thanks for reading. quintillion.

Math 95

Math Numbers Medicine Marketing 95

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. And at the time, I was managing Protege Partners as a hedge fund of funds. We were short subprime mortgages with John Paulson.

Management 130

Management Investing Investments Government 130

Carson Wealth

FEBRUARY 5, 2024

For perspective, the average in 2019 was 163,000. That’s well above the 2005-2019 pace of 1.5%, and it is currently higher than what it was in the late 1990s. By my math, there have been 57 Super Bowls and 22 different winners. The lowest scoring game was only 16 points in 2019 when the Pats beat the Rams.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. So any compliance people listening, I’m just spitballing here. That’s Barry saying it.

Assets 173

Assets Management Portfolio Marketing 173