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. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything.

Assets 140

Assets Management Portfolio Investing 140

WiserAdvisor

AUGUST 14, 2023

With global advancements and remarkable growth in stock markets and income streams, investors face the challenge of constructing portfolios that can withstand dynamic market conditions. In the quest for a robust and balanced investment approach, the 60/40 portfolio emerges as one of the oldest and time-tested methods.

Portfolio 52

Portfolio Risk Tolerance Risk Management Financial Advisor 52

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

Financial Planner 189

Financial Planner Asset Allocation Clients Risk Management 189

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 190

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 190

Trade Brains

DECEMBER 5, 2023

Top 7 Derivatives Trading Courses in 2024 : Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. Hence, these courses will guide you to learn the role of futures and options in portfolio construction and spotting trading opportunities.

Certification 105

Certification Risk Management Education Management 105

Risk Management Guru

APRIL 21, 2020

The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Without you, this adventure would not be possible nor would the Risk Management Blog have its unique personality. our gurus). our gurus).

Portfolio 52

Portfolio Risk Management Management Commission 52

Meb Faber Research

JUNE 7, 2023

Episode #484: Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global.

Portfolio Management 56

Portfolio Management Risk Management Portfolio Management 56

International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. The key to building wealth is diversification and asset allocation.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Advisor Perspectives

OCTOBER 24, 2023

That’s why Madison Investments, an independently owned investment firm managing $22.9 billion in assets, recently launched its first suite of four income-oriented ETFs. The firm provides a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.

Risk Management 59

Risk Management Management Accounting Portfolio 59

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

WiserAdvisor

MARCH 13, 2024

Below are 5 Pillars of retirement planning that should be a part of your retirement plan: Pillar 1: Investment planning Investment planning is one of the most vital pillars of retirement planning, as it offers a roadmap to align your financial resources with your risk appetite and long-term goals.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

Management 77

Management Portfolio Portfolio Management Risk Management 77

BlueMind

NOVEMBER 24, 2022

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. In fact, the 2017 U.S.

Clients 98

Clients Insurance Financial Advisor Assets 98

Trade Brains

DECEMBER 11, 2023

22,899), among others, but most of us don’t have a portfolio large enough to have these shares. Even if the portfolio size is somewhere around Rs. 5 lakhs, owning any of these three shares or other highly-priced shares will hamper the investor’s portfolio for sure. 37,352), Honeywell Automation India (Rs.

Portfolio 59

Portfolio Retail Startup Risk Management 59

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money?

Investing 52

Investing Investments Asset Allocation Portfolio 52

Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. In reviewing the returns for our portfolios in 2022, which were difficult for the markets and investors, things mostly played out as you may have expected as we look back with hindsight, although there are a few surprises and important lessons I think we can draw from the results.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

International College of Financial Planning

JULY 31, 2023

The value of their expertise lies in their ability to analyze market trends, assess risk, and create diversified portfolios that align with individual objectives. Their knowledge extends to various investment products, risk management, tax implications, and financial planning.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

Trade Brains

NOVEMBER 23, 2023

Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. hrs each and covers topics on basic concepts of futures, factors affecting prices, different strategies, formulas required and risk management. The course is divided into four sections of 2.5

Risk Management 59

Risk Management Certification Education Management 59

WiserAdvisor

FEBRUARY 29, 2024

They help with asset allocation Asset allocation is an important component of successful retirement planning, and working with the best financial advisors for retirement can provide invaluable guidance in navigating this complex terrain. This can help optimize your wealth accumulation while mitigating unnecessary risks.

Financial Advisor 59

Financial Advisor Retirement Asset Allocation Risk Tolerance 59

Trade Brains

OCTOBER 14, 2023

This book mainly focuses on introducing various classes of assets to the readers including, shares, bonds, derivatives, Mutual Funds, etc., and guides in risk management by diversification of portfolio. In simple terms, the buying and selling of any stock on the same day is called Intraday or Day trading.

Marketing 64

Marketing Marketing Risk Management Investing 64

Discipline Funds

NOVEMBER 8, 2023

In other words, environments like the current one are periods where the financial markets earn lower average returns with higher average risk, which is what we’ve seen over the last 2 years since the index moved sharply lower. On the fixed income side the credit monitors remain very conservative.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

SEI

AUGUST 2, 2022

That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Looking back at your stress testing and risk management exercises can bring comfort that this is a short-lived experience and an end is in sight.

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

Steve Sanduski

FEBRUARY 6, 2023

Pam and I discussed how a successful multi-family office operates, the profile of clients, how her firm charges for its services, the mindset advisors need to work with wealthy (and oftentimes famous) individuals, where alternatives fit in her clients’ portfolios, and the role that technology plays in delivering exceptional service.

Clients 98

Clients Risk Tolerance Portfolio Budgeting 98

Discipline Funds

MARCH 10, 2023

The assets change, the companies change, the people change. Now, many people will look at the SIVB situation and blame their poor risk management of the securities portfolio. Markets change over time. But one thing that doesn’t change is human emotion. The 2020 and 2021 inflation was the tsunami.

Risk Management 130

Risk Management Banking Economy Valuation 130

Validea

APRIL 14, 2023

But now, as rates were hiked up and continue to remain high, all the assets that were bought with borrowed money are losing value, and those investments aren’t producing the same high returns they were when rates were low. As a result, Dalio says, “you have everybody losing money.” And it’s not just a problem in the U.S.,

Risk Management 52

Risk Management Budgeting Banking Government 52

Trade Brains

NOVEMBER 4, 2023

More specifically, tradetron tech allows the user to trade in multiple asset classes like equities, forex, F&O, etc across multiple exchanges like NSE, NASDAQ, Bitcoin Exchanges, etc. Order management facility to keep track of different orders across multiple asset classes Access to live technical charts to facilitate algo trading.

Assets 111

Assets Planning Financial Market Retail 111

Trade Brains

FEBRUARY 8, 2024

Let’s embark on a journey to explore its business landscape, dive into its product portfolio, examine its customer base and financials, and finally, have a look at its order book and prospects. During the stressed asset auction, Jupiter Wagons Limited acquired a 68% stake in CEBBCO for approximately Rs 100 crore.

Manufacturing 59

Manufacturing Transportation Engineering Portfolio 59

Brown Advisory

SEPTEMBER 6, 2022

Diversity, equity and inclusion (DEI) investing: Evaluates investment managers according to criteria of diversity, equity and inclusion to ensure that historically underrepresented groups are well-represented among investment managers’ workforces, including leaders in key decision-making roles that directly affect portfolio performance.

Government 98

Government Investing Investments Portfolio 98

International College of Financial Planning

JANUARY 31, 2024

Risk Management and Compliance: Vital for risk management and audit professionals, this area focuses on identifying and mitigating risks while ensuring regulatory compliance.

Certification 52

Certification Education Financial Planning Wealth Management 52

Fortune Financial

FEBRUARY 4, 2024

Explore the Fortune Financial advantage in transforming how you manage your retirement assets and bringing you closer to achieving your financial dreams. Risk Management: Risk Management is a critical component of financial planning when it involves a significant position in employer stock within a client’s portfolio.

Retirement 59

Retirement Retirement Planning Distribution Taxes 59

Validea

SEPTEMBER 20, 2023

We talk about their unique banded moving average approach to trend following and how they utilize it to manage risk in client portfolios. We also discuss the importance of educating investors, what makes a good investment manager, quantitative vs discretionary management and a lot more.

Management 52

Management Investing Investments Education 52

Trade Brains

NOVEMBER 30, 2023

The course helps to understand the concept of mutual funds, to know about the roles of custodians, and asset management companies, to learn about tax and regulatory issues, and to understand the fundamentals of net asset value computation and various investment plans. You can enroll in the course here.

Certification 59

Certification Education Financial Planning Wealth Accumulation 59

International College of Financial Planning

JULY 10, 2023

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. They play a crucial role in determining credit limits and making decisions related to credit management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Trade Brains

FEBRUARY 6, 2024

This strategy is useful when an underlying asset is expected to be neutral without any directional bias. A short straddle strategy should be avoided when directional movement in the price of an underlying asset is expected. A profitable trader always follows risk management to be profitable in the long run.

Risk Management 59

Risk Management Assets Marketing Marketing 59

Fortune Financial

SEPTEMBER 25, 2023

Are you comfortable with higher-risk investments that may offer the potential for substantial returns, or do you prefer a more conservative approach with lower risk? Your risk tolerance will influence your investment strategy and asset allocation. Advisors charge a percentage of your total assets that they manage.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Trade Brains

SEPTEMBER 30, 2023

Commodity markets are highly risky with their high volatility and traders with good risk management can be profitable in the long run. It is primarily used for jewellery production, as an asset for investment and also a small amount is used in industries as it conducts electricity and is resistant to chemical reactions.

Economics 119

Economics Food Manufacturing Government 119

WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. Read more to learn about asset allocation and how it can impact your portfolio.

Asset Allocation 52

Asset Allocation Assets Portfolio Risk Tolerance 52