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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. If your client’s bank app feels smarter than your service, that’s a red flag. And young inheritors have told me they feel completely lost — even with ₹100 crore in the bank. Often fast.

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2025 Wealth Preservation Strategies

WiserAdvisor

Because what good is a strong portfolio if it cannot stand the test of time and come to your rescue even as the years go by? As a high-net-worth individual, you may have a comforting bank statement, but you are also dealing with bigger risks. However, it is important to use them ethically. Use Separately Managed Accounts (SMAs).

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

I, I said that to myself that if I left, it would not be for another insurance or bank owned asset manager. 00:18:39 [Speaker Changed] Yeah, it, it was, it was all around reputation and, and the history is that, that Jenison founded in 1969 was really one of the first independent institutional asset managers in those days.

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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. billion deal. BERRUGA: Yeah. BERRUGA: Yeah, speed.

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Raising Women's Voices Webinar Series

Brown Advisory

Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. Co-founder and CEO of Affectiva, an MIT Media Lab spinoff, Rana is a pioneer in artificial emotional intelligence.

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Raising Women's Voices Webinar Series

Brown Advisory

Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. . Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. .