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. apiece, However, Kadensa Master Fund offloaded same number of shares. However, Kadensa Master Fund offloaded the same number of shares.

Banking 115

Banking Engineering Numbers Financial Services 115

Wealth Management

JUNE 10, 2025

Number 8860726. Some RIAs can turn volatility into a growth engine. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 146

Wealth Management Marketing Marketing Tax Planning 146

Wealth Management

JUNE 20, 2025

Number 8860726. 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. Registered in England and Wales.

Wealth Management 146

Wealth Management Management Financial Advisor Estate Planning 146

Carson Wealth

JULY 16, 2025

Asset allocation, ETFs, yield curves…What does it all mean? Risk tolerance and asset allocation? Asset Allocation Asset allocation is how you spread your investments across different categories, like stocks, bonds, and cash. Rebalancing often involves selling overperforming assets and buying underperforming ones.

Investing 52

Investing Investments Marketing Marketing 52

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. He basically ran the numbers for someone retiring in 1926 and then each each up into the 1970's. And a personal note, Walker Fire needs to replace it's Type 1 engine. Listen to the podcast.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

Discipline Funds

JULY 14, 2025

But if you make $350K a year and you were approved for two mortgages (or bought the houses with cash) then you might feel cash flow poor, but you are very likely asset rich. That leaves them asset rich and/or experience rich and cash poor. But I reverse engineered the numbers on this article.

Healthcare 71

Healthcare Planning Financial Planner Financial Planning 71

The Big Picture

JULY 1, 2025

She runs their private internal fund, about $108 billion that she manages primarily in fixed income, private credit, a variety of other assets. Very unusual number of years in a row. I had no idea private equity was putting up those sort of numbers back then. What motivated the transition to full-time asset management?

Investing 144

Investing Investments Consulting Insurance 144

Trade Brains

JUNE 13, 2025

Headquartered in Paris, it operates globally across retail banking, corporate and investment banking, asset management, and securities services. per share, however, Marshall Wace Investment Strategies-Eureka Fund offloaded the same number of shares in a block deal. With a market capitalization of Rs 64,659.70

Engineering 59

Engineering Banking Risk Management Financial Services 59

WiserAdvisor

JUNE 17, 2025

Analysts expect ESG assets to soar to between $35 and $50 trillion by 2030. Want some numbers to back that up? Tech giants are also fueling the innovation engine. You can discuss this at length with a financial advisor and consider diversifying into assets or industries that are less sensitive to inflation and trade policies.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investing 59

Indigo Marketing Agency

JUNE 3, 2025

Whether it’s a YouTube video description, a social post, or a website sales page, financial planner search engine marketing gives a competitive edge in this marketplace to advisors who are working from a solid SEO plan. Build Your Number-One Asset…Your Email List Email marketing is one of the most vital activities for every financial planner.

Financial Planner 52

Financial Planner Certified Financial Planner Marketing Marketing 52

The Big Picture

FEBRUARY 25, 2025

00:27:54 [Speaker Changed] Let’s put some, some numbers, some mean on that bone. However, if you’re an electrical engineer, it’s not a pejorative. And because indexing was created by a group of electrical engineers and mechanical engineers, they just used what they thought was the sensible terminology.

Investing 157

Investing Investments Management Engineering 157

Carson Wealth

JULY 18, 2025

To warrant the resources necessary to carry out these attacks, criminals tend to focus on profitable targets, making those with substantial wealth and assets more likely to be targeted. Social engineering: Criminals try to manipulate individuals into providing confidential information, compromising security measures, or sending money.

Wealth Management 52

Wealth Management Accounting Media Planning 52

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

The Big Picture

MAY 20, 2025

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. You, you were pretty early to computer modeling and statistical methods as a research engineer at MAT, this is the late 1970s.

Management 130

Management Numbers Transportation Accounting 130

Trade Brains

JUNE 18, 2025

As of 2025, the number of billionaires worldwide has surpassed 3,000 people, with their total net worth more than $16 trillion. With its potential to grow by any number worldwide, coupled with heavy margins on profit and potential early access to high-paying deals, finance is a natural billionaire-generator.

Manufacturing 52

Manufacturing Healthcare Pharmaceutical Retail 52

The Big Picture

MARCH 4, 2025

And generally speaking, we are sort of number one or number two in everything that we do, which, which again is a great privilege to work there from that perspective. So again, when we first started specialized industries, I’m not gonna remember the exact number, but we probably had five industries within, within that, right?

Banking 130

Banking Economy Startup Marketing 130

The Big Picture

JUNE 23, 2025

They, they had a very, very complex asset. They still do, it’s a little bit different now all these years later, but they had a tremendous amount of interest rate risk in those servicing right assets, right? And then yes, you can have credit risk and other types of assets as well. So it’s all of that good stuff.

Portfolio 130

Portfolio Marketing Marketing Banking 130

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

Investing 144

Investing Investments Retirement Management 144

The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. All the clients were getting proprietary Sanford Bernstein asset Management product.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JULY 15, 2025

Just an incredibly storied career who has managed to put together such a straightforward and intelligent way to approach asset management. But the heart of the firm was still on the private client side for any number of strategic reasons. They get your date of birth and your social security number. Why is it a rogue number?

Numbers 144

Numbers Investing Investments Economics 144

Steve Sanduski

JANUARY 7, 2025

Quotes: David Newson on starting with your numbers and your target audience: “We have to start with the numbers. And before we even talk about strategy, we actually need to understand what the numbers are. A typical client at the firm when I arrived was much older, around $5 million in investable assets.

Clients 59

Clients Numbers Marketing Marketing 59

The Big Picture

MAY 27, 2025

So, so those numbers are astonishing. And there was a number that were actually in that business. You know, and, and, and so we expanded into a number of different other businesses. And I, I looked at her and I said, you know what, if I had any guts, I’d monetize every asset we have. Welcome to Bloomberg.

Food 130

Food Numbers Investing Investments 130

The Big Picture

FEBRUARY 4, 2025

White paper was about asset backed finance. But in fact, it is still the case that if you think about it, well hotel costs are important for a number of different reasons. And this has raised a number of important questions in financial markets. Even the last non-farm payrolls number we got was of course also very strong.

Economy 253

Economy Banking Economics Taxes 253

Wealth Management

JULY 18, 2025

Number 8860726. Lipson July 18, 2025 16 Min Read iStock|Getty Images In a competition to acquire private middle market companies, private equity (PE) funds can seem like an insurmountable opponent, with near-unlimited resources and an engine of investment bankers, lawyers and diligence teams driving the deal forward.

Estate Planning 146

Estate Planning Wealth Management Planning Clients 146

Trade Brains

JULY 17, 2025

The company provides quay and marine, crane and engineering services, low-carbon logistics projects, storage and warehousing, used port equipment sales, and more. Its trade name is Dailyraven Technologies Private Limited, and its SEBI-registered research analyst registration number is INH000015729. It generated 3.46

Investing 59

Investing Investments Certification License 59

The Big Picture

MARCH 17, 2025

So number one on the New York Times list? 00:22:23 [Speaker Changed] Not number one, but it was in the top f whatever it made the list. Time, it, it seemed like a big number at the time, 787 billion. So right now what the federal government, this last fiscal year spent, let me just use rough numbers. And collects 5.2

Economy 144

Economy Taxes Budgeting Government 144

The Big Picture

JUNE 16, 2025

Let me start managing assets. There are a number of people who have said, and I’ve been swayed in this direction, Hey, when you’re 20, 25 years old and you don’t need this money for 30, 40, 50 years, do you really need bonds to offset the volatility of equities? Some crazy number writing a monthly column for them.

Math 130

Math Numbers Investing Investments 130

The Big Picture

MAY 13, 2025

This is a fascinating conversation if you’re at all interested in what it’s like to be part of a fast growing organization that is racking up trillions of dollars in assets, what it’s like to create new initiatives. There has been a giant shift from public to private assets over the past, you know, certainly decade or so.

Clients 130

Clients Investing Investments Management 130

The Big Picture

MARCH 25, 2025

O’Shaughnessy Asset Management, became a leader in direct indexing, eventually was bought by Franklin Templeton, leading him to launch O’Shaughnessy Ventures, O’Shaughnessy Fellowships, infinite Loops podcast, just so many different things. The numbers are pretty bad. And they dismissed me. This is 1976.

Management 144

Management Numbers Investing Investments 144

The Big Picture

JUNE 2, 2025

00:04:13 [Speaker Changed] You’ve held a number of roles there eventually becoming a senior partner, but the two that are most fascinating and relevant to your current situation is chief risk officer and Chief Financial Officer. And we had, I don’t remember the number, 60, 70, 80 partners plus another several hundred associates.

Economy 130

Economy Economics Numbers Banking 130

The Big Picture

JULY 21, 2025

He was like the guy, like number one in ii right. So you can pretty much tell right away whether the number was good or bad or whatever else, right? You think about like the, the biggest names in research sales over the last number of decades. And you have ongoing increases in like the number of discouraged workers, right?

Economics 157

Economics Economy Numbers Marketing 157

The Big Picture

FEBRUARY 11, 2025

A fascinating life came to a realization that he was wasting his time, his physical health and, and a lot of other assets that he had and kind of rejiggered his whole approach to what he was doing. And the reason I say it’s empowering and inspiring is because it reminds you that time is your most precious asset. We made a change.

Media 144

Media Investing Investments Assets 144

The Big Picture

FEBRUARY 17, 2025

And to round out your background, you spend time at Alliance Bernstein, JP Morgan Asset Management and Morgan Stanley. Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. So to me that was the definition of uncorrelated asset.

Investing 144

Investing Investments Economics Marketing 144

Wealth Management

JUNE 11, 2025

Number 8860726. Women-owned businesses are a powerful engine in our economy. She developed Cymric Family Office Services into a multi-family office in 1996, and in January of 2009 Cymric became part of GenSpring Family Offices, which serves many of the world’s wealthiest families and advises on over $16 billion of assets.

Wealth Management 146

Wealth Management Estate Planning Management Education 146

Trade Brains

JULY 23, 2025

Later reports pieced together the numbers: SpaceX had amassed nearly 9,000 BTC by mid-2022. New rules and tax codes sometimes push firms to shift crypto assets. Even after years of rocket launches and engineering marvels, Musk’s team can surprise us with a quiet blockchain transaction that turns heads worldwide.

Assets 59

Assets Engineering Sales Accounting 59

The Big Picture

MAY 6, 2025

00:14:36 [Speaker Changed] That that’s number one. You’ve been managing outside capital across a variety of asset classes and strategies. It gives us a much better understanding of the asset that we’re looking at. This blows up to a $13 trillion asset class. 00:36:40 [Speaker Changed] Yeah, I think so.

Risk Management 144

Risk Management Banking Portfolio Distribution 144

The Big Picture

SEPTEMBER 26, 2022

. • Why Jack Welch Wouldn’t Cut It Today : Bill George, a legendary CEO in his own right, says good quarterly numbers aren’t necessarily indicative of strong leadership. Pensions Brace for Private-Equity Losses : Retirement officials predict grim results from investments in private equity and other illiquid assets ( Wall Street Journal ). •

Economy 300

Economy Engineering Manufacturing Retirement 300