eMoney Advisor

DECEMBER 15, 2022

That’s because the advisors expected to retire control 40 percent of total industry assets, or roughly $10.4 The Financial Planning Workforce. To focus in on financial planners, we turn to the Certified Financial Planner Board of Standards’ statistics on its membership. Financial Services Industry Trends.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Diamond Consultants

JUNE 23, 2022

Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. In 2021, Cetera Financial Group acquired Voya Financial Advisors. So what does an IBD advisor do next?

Financial Services 52

Financial Services Recruitment Clients Portfolio 52

Brown Advisory

AUGUST 8, 2018

Middling stock performance and clunky operations make it difficult for such companies to recruit or retain top talent. It should not be assumed that investments in such securities or asset classes have been or will be profitable. When it comes to investing in spinoffs, the overall historical data is positive.

Assets 52

Assets Clients Valuation Education 52

Inside Information

MAY 30, 2023

In the more comprehensive surveys, you will see the percentage or dollar revenues collected by each BD on annuity, life insurance and other product sales, vs. fees (defined by asset management fees, shared between the reps and the broker-dealer). It’s a ‘tell’ that belies the quotes that the credulous writers will display in their articles.

Communication 40

Communication Sales Insurance Compliance 40

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. So I think selecting managers in any asset class has that two pieces.

Management 130

Management Investments Investing Government 130

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.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So they’d give individual asset allocation to people and they’d go invest their money. So that would be the draw, you know, the train lines end there so you can recruit people from, from the city, but it, it was probably a little more selfish.

Banking 147

Banking Portfolio Assets Investments 147

The Big Picture

MAY 23, 2023

How to recruit and retain the best people and how to use technology as a tool to give you an edge, not just in investing but in the ability to offer clients various solutions improving your efficiency, effectiveness and productivity as a company. And quite frankly, I didn’t know what financial services was. RITHOLTZ: Uh-oh.

Clients 162

Clients Management Engineering Investments 162

Trade Brains

NOVEMBER 26, 2023

Top IT Stocks With High FII Holdings #1 – Computer Age Management Systems (CAMS) CAMS has been the financial infrastructure and services provider to Mutual Funds and other financial institutions for over 25 years. The Company began operations on May 1st, 1995 with the launch of its classified recruitment business Naukri.com.

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. BLS recruits, just like all other organizations, recruits at college campuses. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? RITHOLTZ: You said, I know, I want to run assets. How did that transition happen?

Portfolio 130

Portfolio Management Assets Investments 130

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

The Big Picture

JULY 18, 2023

WAGNER: Yeah, I started as a certified public accountant and one of the early engagements that I was tasked with was in the space of asset management and I recall doing the audit on Jeffrey Vinik’s very first year as a hedge fund manager. And you know, Metromedia, great example, they had the valuable assets in the cities.

Investments 130

Investments Investing Assets Insurance 130

The Big Picture

APRIL 25, 2023

They’re almost a billion dollars in assets. There’s no doubt in my mind, as having run a firm that was $90 million in assets, the one that is coming where $3 and eventually $4, when the last deal closes, a billion dollars is a lot of assets. They’re delivering outstanding service to their clients.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. I wouldn’t say I like one better than the other, but what I would say is I do find more personal satisfaction in helping the asset owner clients who really need the help.

Valuation 162

Valuation Clients Investments Investing 162

The Big Picture

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. 00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. trillion in assets that we service. It’s one of the reasons that bucketing is so powerful in financial services.

Clients 147

Clients Portfolio Financial Advisor Investments 147

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: (LAUGHTER) MILLER: But in reality, the buyers that zoomed out to the suburbs were largely from the rental market because they weren’t anchored to another asset. Housing itself, it’s just a slow moving asset. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

MAY 16, 2023

So I was very heavy in financial services stock, which was a great lead gen engine. Why wouldn’t you, you can buy a fintech assets for 90, 90 cents off the dollar. So the VCs were like, we got to go after the assets under management. It’s about the 10-year stuff. So we like to win. RITHOLTZ: Yes.

Media 290

Media Investments Investing Valuation 290