Abnormal Returns

MARCH 12, 2023

nytimes.com) The former Boston Private money management arm of SVB is a prized asset. theconversation.com) Firearms are the number one cause of death for U.S. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 235

Financial Advising Startup Banking Communication 235

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? apricitas.io) There are a near-record number of housing units currently under construction. (nytimes.com) AI requires a lot of semiconductors.

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. npr.org) An increasing number of guns are being stolen out cars these days. disciplinefunds.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Abnormal Returns

JULY 25, 2023

(ritholtz.com) ETFs Joe Wiggins, "While it may be difficult for investors to make money from thematic funds, it is easy for asset managers." theankler.com) The Hollywood strikes are more than just an economic battle. nytimes.com) Housing The May Case-Shiller numbers showed a 0.5% decrease in national home prices.

Financial Advising 130

Financial Advising Media Engineering Sales 130

International College of Financial Planning

OCTOBER 26, 2023

Various profiles as a Financial Advisor? Financial advisors guide individuals in managing their finances and achieving financial goals. The world of financial advising is diverse, with various specializations. Essential Skills for Aspiring Financial Advisors Financial Aptitude: Dive deep into the world of finance.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

WiserAdvisor

APRIL 12, 2024

This article will discuss the factors that influence this ratio and what financial advisors can do to serve their clientele better. How to determine a good financial advisor-to-client ratio? In financial services, this translates to diminishing returns in client service quality as the client base expands.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Brown Advisory

SEPTEMBER 6, 2022

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. The RoIC has been above 20% for every year of the past two decades except once at the depths of the global financial crisis in 2009.

Investing 52

Investing Investments Insurance Ethics 52

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”

Investing 52

Investing Investments CFP Financial Advisor 52

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. We believe that by investing in these customer-centric companies and having their economics compound over long periods of time we can generate attractive returns for our investors.

Investing 52

Investing Investments Valuation Clients 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron Carson Reason to Follow: Wealth of experience and strategic vision as the founder of Carson Group Ron Carson is another household name among financial advisors, and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron Carson Reason to Follow: Wealth of experience and strategic vision as the founder of Carson Group Ron Carson is another household name among financial advisors, and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Midstream Marketing

JANUARY 5, 2020

They’re a smaller firm – with under $50 million in assets under management – and they’re more reticent to do paid advertising as they’ve only ever relied on referrals in the past and have never done much in the way of digital marketing.

Financial Advisor 52

Financial Advisor Budgeting Advertising Engineering 52

The Big Picture

NOVEMBER 15, 2022

You can go get some turnkey asset management program. The advice part of being a financial adviser is the hard part. What I spend most of my time doing is helping advisor to understand the thousands of crazy ideas the asset management comes up with every year. We also do a lot of polling with financial advisors.

Management 270

Management Assets Portfolio Investing 270

The Big Picture

NOVEMBER 14, 2023

My Two-for-Tuesday morning train reads: • Higher Contribution Limits Are Coming for 401(k) Retirement Plans : But, financial advisers note, most people cannot afford to set aside the maximum amount. PGIM is one of the world’s largest asset managers, running $1.27 trillion in client assets.

Financial Advising 130

Financial Advising Retirement Planning Retirement Assets 130