Brown Advisory

JANUARY 17, 2024

We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. 12 At Intuit’s Investor Day in September last year, management highlighted the maths within their QuickBooks SME accounting software franchise, whereby any improvement in the success rates (i.e. 13 It’s a win-win.

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. It was Mass Financial Services.

Math 130

Math Management Insurance Assets 130

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. I lined up a bunch of job interviews with a variety of banks. And again, I ended up in the financial services audit practice at KPMG. So I got to know banks a little bit. We need a bad bank and a good bank. SALISBURY: Yes.

Assets 286

Assets Clients Investing Investments 286

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. The bank is going to credit you 4.95%. It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. Here’s another example.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades.

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 16, 2023

I think eventually it’s Dain Rauscher, which is now Royal Bank. So I was very heavy in financial services stock, which was a great lead gen engine. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. So this is the math that I applied.

Media 278

Media Investing Investments Valuation 278