Random Roger's Retirement Planning

FEBRUARY 8, 2025

Barron's had a very quick look at the recent popularity of private assets to try to figure out whether investors should wade into the space. Another snippet from Barron's was the suggestion from Thad Davis of Aureus Asset Management to allocate 7% of a portfolio to private credit to get a 7% spread over SOFR which works out to 11-12%.

Assets 52

Assets Engineering Food Communication 52

Wealth Management

JULY 1, 2025

Boston-Area RIA by Diana Britton Jul 1, 2025 2 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs. Boston-Area RIA Mercer Acquires $1.1B

Wealth Management 176

Wealth Management Estate Planning Planning Management 176

Wealth Management

JUNE 17, 2025

Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion.

Wealth Management 168

Wealth Management Estate Planning Compliance Planning 168

Trade Brains

JULY 1, 2025

Goldman Sachs is a leading global investment banking, securities, and asset management firm serving corporations, financial institutions, governments, and individuals worldwide. Voltas Voltas Limited is an India-based air conditioning and engineering solutions provider and a project specialist. With a market capitalization of Rs 3.28

Banking 115

Banking Engineering Numbers Financial Services 115

The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. This made me chuckle, as we had discussed this level of unsuitable and inappropriate asset management for years, with me offering an endless parade of examples.

Accounting 353

Accounting Government Assets Management 353

The Big Picture

MAY 6, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How a Dishwasher Engineer Challenged Elon Musk’s Grip on Commercial Space : A Kiwi named Peter Beck built Rocket Lab into the second coming of SpaceX. The weekend is here!

Wealth Management 311

Wealth Management Assets Engineering Management 311

The Big Picture

MAY 19, 2025

The Atlantic ) AI is printing the rocket engine that could beat SpaceX at its own game : Leap 71 is developing AI to build rocket engines faster and cheaper than ever before. The firm, which was founded in 1993, manages ~$5B in assets; they have become known for donating 50% of their annual company profits to non-profit organizations.

Engineering 130

Engineering Startup Manufacturing Assets 130

Abnormal Returns

JULY 17, 2023

(standarddeviationspod.com) Charles Schwab Charles Schwab ($SCHW) clients with $1 million in assets now are automatically enrolled in one of its private wealth management programs. thinkadvisor.com) The biz The DOL's fiduciary rule has thrown a wrench into Edelman Financial Engine's ($EFE) plans.

Wealth Management 246

Wealth Management Compliance Engineering Clients 246

Trade Brains

JUNE 9, 2025

Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. crores, the share of Azad Engineering Limited has reached an intraday high of Rs. Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. lakh shares.

Engineering 71

Engineering Manufacturing Sales Wealth Management 71

Abnormal Returns

NOVEMBER 11, 2022

neckar.substack.com) The best asset allocation is one you can stick with. theblock.co) Companies Tech companies are still paying up to hire engineering talent. Strategy Now is the time to clear out all your bad trades before the new bull market gears up. awealthofcommonsense.com) FTX FTX has filed for bankruptcy.

Asset Allocation 242

Asset Allocation Financial Advising Media Engineering 242

The Big Picture

JANUARY 16, 2023

The Value of Corporate Pension Assets Fell Dramatically. It was a bit of a remarkable coincidence that both assets and liabilities fell by such a large but similar amount,” says Aon’s Joe McDonald. Be sure to check out our Masters in Business interview this weekend with Jennifer Grancio, CEO of Engine No. per year. (

Healthcare 276

Healthcare Engineering Banking Distribution 276

The Big Picture

SEPTEMBER 26, 2022

. • Pensions Brace for Private-Equity Losses : Retirement officials predict grim results from investments in private equity and other illiquid assets ( Wall Street Journal ). • The Era of Monster-Truck Sneakers Treats Soles as Engineering Marvel : Tread anything but lightly when you’re wearing these sneakers. Wall Street Journal ). •

Engineering 306

Engineering Economy Manufacturing Retirement 306

The Big Picture

OCTOBER 31, 2022

Strategies, asset classes and securities go in and out of style in part because the pendulum always swings back and forth between fear and greed but also because the future is unknowable. ( Professor Jeremy Siegel of Wharton, and Jeremy Schwartz, Chief Investment Officer at the $75 billion Wisdom Tree Asset Management. Green ). •

Engineering 264

Engineering Economics Assets Media 264

The Big Picture

NOVEMBER 1, 2022

The problems with Twitter are not engineering problems. Twitter, the company, makes very little interesting technology; the tech stack is not the valuable asset. The asset is the user base: hopelessly addicted politicians, reporters, celebrities, and other people who should know better but keep posting anyway. (

Startup 264

Startup Assets Engineering Food 264

Trade Brains

JUNE 21, 2025

It is known for its strong digital banking presence, extensive branch network, and robust asset quality. Swaraj Engines Ltd Swaraj Engines Limited manufactures diesel engines primarily for tractors and is closely associated with the Swaraj brand of tractors, part of the Mahindra Group. 1 per share. 10 per share.

Engineering 66

Engineering Medicine Pharmaceutical Banking 66

The Big Picture

SEPTEMBER 21, 2022

For Gen Z, TikTok Is the New Search Engine : Need to find a restaurant or figure out how to do something? The Sinaloa Cartel Is Controlling Water in Drought-Stricken Mexico : “Water is now a valuable asset for us, and as it becomes more scarce, the more we will fight to make sure we have enough,” a cartel operative told VICE World News.

Financial Advice 288

Financial Advice Engineering Economy Banking 288

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Portfolio Investing 147

Wealth Management

JUNE 10, 2025

Some RIAs can turn volatility into a growth engine.

Wealth Management 138

Wealth Management Marketing Marketing Tax Planning 138

Indigo Marketing Agency

FEBRUARY 1, 2025

SEO Impact The new Mendoza Private Wealth website is designed with SEO at its core, making it a powerful tool for improving search engine rankings and attracting the right clients. Lets make your website your best marketing asset for 2025 and beyond. How This Refresh Aligns With Marketing Best Practices 1.

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

Nerd's Eye View

FEBRUARY 19, 2024

Apex Fintech Solutions noted that the average advisor rings in at a cool 97% retention rate for acquired clients, suggesting that net new assets may provide a clearer lens for growth than the more traditional AUM metric. A continual thread through the conference was the ongoing effort to build a truly cohesive tech stack.

Financial Advice 238

Financial Advice Engineering Consulting Financial Advisor 238

Wealth Management

SEPTEMBER 6, 2022

After years of historically low yields in public markets, private assets have significantly grown in importance for many investors and their portfolios. But showing clients the role of these assets in a whole portfolio context takes significant time and effort without an analytical engine that can efficiently analyze the data.

Portfolio 130

Portfolio Engineering Assets Clients 130

Wealth Management

JUNE 27, 2025

by Diana Britton Jun 27, 2025 7 Min Read Liz Legacy IBD Realta Wealth Loses Interim CEO Realta Wealth Loses Interim CEO by Diana Britton Jun 27, 2025 2 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment (..)

Wealth Management 169

Wealth Management Estate Planning Financial Planning Startup 169

The Big Picture

MAY 17, 2024

Subramanian is on the advisory board of the UCLA Master of Financial Engineering program. Be sure to check out our Masters in Business this week with Jeffrey Sherman, Deputy CIO at DoubleLine Capital , which manages over $100 billion in mostly fixed-income assets.

Banking 173

Banking Asset Allocation Portfolio Management Assets 173

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. 8 per share.

Engineering 59

Engineering Sales Wealth Management Manufacturing 59

The Big Picture

FEBRUARY 4, 2023

They also played a major role in the development of the jet engine. trillion in fixed income assets. The GE of that era not only led to the electrification of America, but it helped develop radio, and then was instrumental in helping the country fight World War Two. Rieder helps to manage $2.5

Engineering 204

Engineering Media Management Accounting 204

Nerd's Eye View

JANUARY 30, 2024

Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households. My guest on today's podcast is Tim Goodwin.

Financial Advisor 245

Financial Advisor Clients Compliance Engineering 245

Trade Brains

AUGUST 31, 2023

Ratnaveer Precision Engineering IPO Review: Ratnaveer Precision Engineering is coming up with its Initial Public Offering. In this article, we will look at Ratnaveer Precision Engineering IPO Review 2023 and analyze its strengths, weaknesses, GMP and more. Keep reading to find out! Keep reading to find out! As of FY23.

Engineering 59

Engineering Manufacturing Pharmaceutical Portfolio 59

Trade Brains

JUNE 13, 2025

Headquartered in Paris, it operates globally across retail banking, corporate and investment banking, asset management, and securities services. The Company provides components and systems for engine, transmission, and chassis applications for hybrid, electric, and combustion-engine-powered vehicles.

Engineering 59

Engineering Banking Risk Management Financial Services 59

Trade Brains

AUGUST 31, 2024

Gala Precision Engineering Company is coming up with its IPO fresh issue of Rs. In this article, we will look at the Gala Precision Engineering IPO Review and analyze its strengths and weaknesses. In this article, we will look at the Gala Precision Engineering IPO Review and analyze its strengths and weaknesses. crores in FY23.

Engineering 52

Engineering Manufacturing Sales Government 52

Trade Brains

OCTOBER 4, 2024

Garuda Construction and Engineering Limited Company is coming up with an IPO size of Rs. This article will examine the Garuda Construction and Engineering IPO, evaluating its strengths and weaknesses. This article will examine the Garuda Construction and Engineering IPO, evaluating its strengths and weaknesses. Let’s dive in!

Engineering 52

Engineering Portfolio Management Marketing 52

The Big Picture

JUNE 28, 2024

This week, we speak with Eva Shang , co-founder, general partner, and chief executive officer of Legalist , an institutional alternative asset management firm. She leads the company’s 35-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation and investment committees.

Engineering 182

Engineering Valuation Government Accounting 182

Wealth Management

JUNE 20, 2025

Rob Nance, CEO and co-founder of Dispatch, a self-described data orchestration firm that helps advisory shops manage their data, talked with Chris Cook, the founder of a technology consultancy called Obsydian, who had spent almost nine years as a systems engineer at Mariner.

Wealth Management 138

Wealth Management Management Financial Advisor Estate Planning 138

The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.

Asset Allocation 173

Asset Allocation Advertising Engineering Media 173

Nerd's Eye View

SEPTEMBER 12, 2023

What's unique about Jason, though, is how he built Altruist as an "all-in-one" custodian platform for RIAs that includes the portfolio management and performance reporting software that most advisory firms have to purchase separately… as Jason found while he was building his own TAMP a decade ago, the limitations of current RIA custodians made (..)

Financial Advisor 246

Financial Advisor Investing Investments Financial Advice 246

Trade Brains

JUNE 11, 2025

Generic Engineering Construction & Projects Limited With a market cap of Rs. percent stake in Generic Engineering, via an open market transaction on NSE. percent stake in Generic Engineering, via an open market transaction on NSE. 242 crores, the stock moved up by nearly 4 percent on BSE, rising to Rs. 47 on Wednesday.

Engineering 59

Engineering Banking Financial Services Pharmaceutical 59

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

Management 130

Management Assets Portfolio Insurance 130