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Adviser links: setting expectations

Abnormal Returns

(riabiz.com) Retirement Why retirees should include Social Security into their asset allocation. wsj.com) Advisers How to recruit, train and retain next generation advisers. morningstar.com) Delaying taxes in retirement isn't always the best strategy. morningstar.com) How to give your parents advice that they will take.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

00:16:57 But I got the call and from a recruiter, and Jenison was an intriguing company to me. We take, we take large positions in, in, in concentrated portfolios, and we’re really striving to be that high alpha equity manager for, for pension plans and for wealth allocators. And I’d heard it had a great culture.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

And it turns out the recruiter had called my friend about the job and he said, I’m not interested, but I know someone who applied and she’s got a risk background and I know you at Hawaii care about risk. 00:15:31 And so he put me in contact with a recruiter. It depends on your asset allocation.

Assets 147
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NOW 2018 Conference: Our Investment Team’s Roundtable Recap

Brown Advisory

They said, that mission is often a clear catalyst for recruitment, customer delight and business growth; one example is Grove Collaborative, a firm whose entire business is based on providing “clean living” e-ecommerce—a collection of organic household products made available through a subscription service.

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NOW 2018 Conference: Our Investment Team’s Roundtable Recap

Brown Advisory

They said, that mission is often a clear catalyst for recruitment, customer delight and business growth; one example is Grove Collaborative, a firm whose entire business is based on providing “clean living” e-ecommerce—a collection of organic household products made available through a subscription service.

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Transcript: Julian Salisbury, GS

The Big Picture

So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models. So you’re Chief Investment officer of Asset and Wealth Management. So we have a tried and tested kind of campus recruitment approach.

Assets 299
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Transcript: David Snyderman, Magnetar Capital

The Big Picture

So they’d give individual asset allocation to people and they’d go invest their money. So that would be the draw, you know, the train lines end there so you can recruit people from, from the city, but it, it was probably a little more selfish. And first was, we’re gonna have a culture of collaboration.

Banking 147