Wealth Management

JULY 10, 2025

Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & Portfolio Management: Tamarac / Envestnet and Addepar Wealthspire 2.0, The screens are simple, clean and raising the most important things to my eyes.’ I have a handful of stories like that. again, is about looking at the full technology stack.

Wealth Management

The Big Picture

JANUARY 21, 2025

I even went on advertising calls with the advertising director. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. But as a 19-year-old, I was able to not only get involved in writing stories, but also I was involved in the pay stop of the paper for people who remember what pay stop was.

Investments

Trade Brains

JUNE 30, 2025

Here are the three stocks in which the promoter sold its stake: 360 ONE WAM Limited 360 ONE WAM Limited is a leading Indian wealth and asset management company headquartered in Mumbai. The company serves high-net-worth individuals, family offices, and institutional clients. 1,170 per share.

Engineering

The Big Picture

APRIL 8, 2025

And, and I know it sounds a little bit like an advertisement, but I really believe that, Barry Ritholtz : Well the the next question, the obvious question is, who are the clients? We have that, those options as well. So, you know, I think about it as, as you know, we, we work with clients, we do what clients are in their best interest.

Asset Allocation

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison. tech stocks.

Economics

Wealth Management

JULY 15, 2025

Diversification is SO Back Diversification is SO Back The normalization of macro forces like inflation, a smaller Fed balance sheet and interest rates will make portfolio diversification cool again.

Wealth Management

The Big Picture

MAY 13, 2025

Jack Bogle certainly was out in the industry and vocal, but at the firm level, you’re right, we didn’t do a lot of advertising. Karin Risi : No, I think that’s a fair characterization. We, you know, we were quite happy to be in Malvin, Pennsylvania and sort of out of the limelight.

Clients

The Big Picture

FEBRUARY 16, 2025

Washington Post ) Be sure to check out our Masters in Business interview this weekend with Christine Phillpotts , Portfolio Manager at Ariel Investments. She manages Ariels Emerging Markets Value strategies. and covers consumer and real estate stocks across Asia, Latin America, Middle East and Eastern Europe.

Advertising

Nerd's Eye View

OCTOBER 5, 2022

Unfortunately, much of the technology dedicated to automated tax-loss harvesting fails to consider the individual tax circumstances that drive most of the true value of harvesting losses, and instead focuses on the portfolio-management aspect of efficiently capturing as many losses as possible.

Taxes

Mish Talk

DECEMBER 9, 2022

The indexes for machinery and vehicle wholesaling, loan services (partial), fuels and lubricants retailing, portfolio management, and long-distance motor carrying also moved higher. The indexes for broadcast and network television advertising time sales and for metals, minerals, and ores wholesaling also decreased.

Food

The Big Picture

JULY 19, 2023

The firm, Strive Asset Management, is seen “as political over investment oriented,” turning off some investors and limiting its opportunities to grow, according to the letter. New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

Advertising

The Big Picture

NOVEMBER 2, 2023

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication.

Advertising

Investment Writing

FEBRUARY 6, 2024

If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. In publications that are not advertising or sales materials, all that is necessary is to use the proper spelling and capitalization of the name of the product. Amy Jones, CFA, is a portfolio manager.

CFP

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. Barry Ritholtz: The old, the old joke, half of our advertising dollars are wasted.

Investing

Trade Brains

DECEMBER 6, 2023

Net Profit Margin 6.44% Operating Profit Margin 10.89% High Promoter Holding Stocks Under Rs 500 #4 – Nippon Life India Asset Management Mutual Fund Sahi Hai! from Management Fees remaining 2.21% from Portfolio Management Fees as per FY23. Particulars Amount Particulars Amount CMP 549 Market Cap (Cr) Rs.13,562

Food

Abnormal Returns

JANUARY 20, 2023

bloomberg.com) Howard Lindzon talks with Pranav Kanade who is the Portfolio Manager of VanEck Digital Assets Alpha Fund. (capitalallocators.com) Joe Weisenthal and Tracy Alloway talk with Ram Ahulwalia, the CEO of Lumida Wealth, about the central role of the Grayscale Bitcoin Trust ($GBTC) in the crypto ecosystem.

Advertising

Brown Advisory

SEPTEMBER 3, 2015

While advertised heavily in the U.S. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. When jitters over Greek’s debt crisis pushed down stock prices in July, we purchased for our Global Leaders strategy more shares of Priceline, which provides online travel reservations. Its Booking.com is the region’s No. Rude Awakening.

Economy

Good Financial Cents

FEBRUARY 17, 2023

You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs). M1 Finance offers complete portfolio management, including periodic rebalancing. Amazon advertises that most drivers earn $18 to $25 per hour. VRBO Android user rating: 4.4/5

Accounting

Abnormal Returns

OCTOBER 25, 2024

Listening Om Malik, "Why does every podcast have a six-minute lead of proverbial throat-clearing, self-promotion, and advertising? Stephen Foerster about the origins of modern portfolio management. om.co) Not long from now AI will narrate the vast majority of audiobooks. seths.blog) 2024 is the podcast election.

Advertising

Brown Advisory

AUGUST 14, 2023

For social media types selling advertising, the algorithms need to be tuned to keep serving up “new” information to keep our attention – with scant regard to the quality of the information presented. This is nefariously exploited by social media.3 Our brains struggle to differentiate quality from quantity.

Investments

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising.

Clients

The Big Picture

MAY 9, 2023

ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. SALISBURY: At the simplest level we manage money for our clients. We didn’t really have to worry about marketing or advertising, didn’t spend time on podcasts or TV. We love it.

Assets

The Big Picture

MAY 23, 2023

So, there was an advertisement in the newspaper. There was an advertisement in the newspaper for Fidelity. So, GOG, discretionary portfolio management. I just never went back. RITHOLTZ: What — what was the first job in — in commerce, so to speak? GREW: In commerce? That’s a thing. That’s how old I am.

Clients

The Big Picture

DECEMBER 28, 2022

ELLIS: And you could argue that one of the great managers at Capital Group had an even better record, but Capital broke up the funds into multiple different portfolio managers, so it was not public. RITHOLTZ: Wow. But among the public recorded, John Neff had the best performance over the long term. RITHOLTZ: Wow.

Management

Sara Grillo

FEBRUARY 13, 2023

In the UK, HSBC has been pulled up because they’ve been advertising their green stuff, but of course, they’re one of the world’s largest financer of fossil fuels. Similarly, in Canada, RBC, also one of the world’s largest financer of fossil fuels has been pulled up for its green advertising. 0:39:39.9 : The G.

Investments

The Big Picture

DECEMBER 12, 2023

But in the New York Times, there was an advertisement that the value line investment survey needed analysts. We thought it was free advertising for their index, but I guess guess they thought that their index was pre advertising for our fund or something. And I thought, I know this job, I know this company.

Management

Sara Grillo

SEPTEMBER 26, 2022

The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner?

CFP

The Big Picture

APRIL 11, 2023

It’s not a great advertising model — RITHOLTZ: Right. DAMODARAN: — partly because what makes it attractive, which is limits on characters, also limits you in terms of advertising. RITHOLTZ: — just sell enough advertising so it’s a break even. People are hitting and running. RITHOLTZ: Right.

Valuation

The Big Picture

OCTOBER 5, 2024

I think that our eyeballs are the most expensive things that we have because advertisers will pay so much to acquire them. But I think there’s this general sense of exhaustion where people are like, I’m really sick of being advertised to, I know how expensive my attention is and I don’t wanna pay attention anymore.

Economy

The Big Picture

JULY 17, 2023

Washington Post ) • Threads Is About to Make All the Money That Twitter Isn’t : Advertisers are already clamoring to spend big on Meta’s new social network. Bloomberg ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

Estate Planning

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. And I do think besides just the advertising aspect, I think one huge benefit to our business is we hire a lot of PhDs, including professors.

Valuation

The Big Picture

AUGUST 18, 2024

Popular Information ) • Online sports betting hurts consumers : New evidence makes it clear that more lawmakers need to take the issue seriously ( Slow Boring ) • Musk’s X Reeks of Failing Social Network Syndrome : The former Twitter is losing users, advertisers and relevance. This presidential election will be the platform’s last.

Advertising

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. We, we advertise our auction calendars. Jeffrey Sherman : So I do too, Barry, you know, so he, he still writes my paychecks today. Signs him, right?]

Math

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.

Engineering