Assets Compliance Math Taxes 
Diamond Consultants
OCTOBER 10, 2023
For instance, they bill on ALL assets (including 401ks not custodied at their firm) and get paid on all accounts regardless of size. 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.
The Big Picture
FEBRUARY 6, 2024
You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. Really fascinating guy. So I was at Harvard.
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Random Roger's Retirement Planning
NOVEMBER 21, 2023
I outsource compliance (have to), technology stuff (pretty sure I have to) and we brought our support person with us to help with things like RMDs, money movement and other administrative work. Asset allocation matters. So using simple math, the total return is 34% versus 72% for the common. That's not a call to do nothing.
Brown Advisory
JANUARY 17, 2024
We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. 12 At Intuit’s Investor Day in September last year, management highlighted the maths within their QuickBooks SME accounting software franchise, whereby any improvement in the success rates (i.e.
The Big Picture
MAY 9, 2023
He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.
Sara Grillo
MAY 8, 2023
If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved. Then how come it’s sold as “can’t lose money asset” and other BS claims?
The Big Picture
JANUARY 24, 2023
KKR was the biggest with $400 million of assets and eight people. And Forstmann Little was the second biggest with $200 million of assets, and four professionals and they hired me in as the fifth professional. RITHOLTZ: So it’s different math then I need 100x winner versus 99? Do you do distressed asset, real estate?
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