Remove Asset Allocation Remove Recruitment Remove Wealth Management
article thumbnail

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.

article thumbnail

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. I think for this stage of the asset management industry, a multi boutique model is a, is a good model. Again, we, we watch pension plans, you know, adjust their, their asset allocations. 00:18:19 [Speaker Changed] Hmm.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Julian Salisbury, GS

The Big Picture

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry.

Assets 299
article thumbnail

Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. One of the reasons I went to Merrill is I was recruited by one of my best friends, who is Sally Crotch?