Nerd's Eye View

APRIL 18, 2024

For many firm owners, an internal succession plan can be an attractive strategy to sell their practice, as it provides both continuity of service for clients and opportunities for the next generation of advisors to become firm owners themselves.

Planning 130

Planning Valuation Sales Clients 130

Nerd's Eye View

AUGUST 19, 2024

Founding owners of financial advisory firms often spend much of their time focusing on the short-term aspects of running their business, from providing high-quality client service to pursuing client growth. metrics like revenue, profit, impact, clients, or team size), and a timeline for when the goals should be achieved.

Planning 130

Planning Risk Tolerance Clients Valuation 130

FMG

MAY 14, 2025

An excellent financial advisor website makes all the difference in connecting with a potential client. This is a brilliant way to target next-generation clients with a built-in client retention plan. The advisor website also includes a What Our Clients Say About Us page that takes a unique approach to client testimonials.

Financial Advisor 52

Financial Advisor Wealth Management Education Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

Valuation 52

Valuation Banking Portfolio Communication 52

Validea

APRIL 14, 2023

In a second consecutive week of outflows, Bank of America clients sold off around $2.3 The withdrawals were from equities of all sizes, during a relatively quiet week in the stock market, and came mainly from institutional, retail, and hedge-fund clients. The post Bank of America Clients Drain $2.3bil from U.S. billion in U.S.

Banking 52

Banking Clients Retail Portfolio 52

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm.

Financial Advisor 52

Financial Advisor Planning Valuation Communication 52

Steve Sanduski

MAY 31, 2022

Without proper planning, you risk undervaluing your life’s work and damaging the key client relationships you’ll need to sustain the business when the time comes to retire. How to communicate your succession plan to your most valued clients so that they don’t jump ship.

Planning 52

Planning Consulting Clients Valuation 52

Brown Advisory

MARCH 1, 2016

Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. Not necessarily.

Valuation 52

Valuation Investments Investing Clients 52

eMoney Advisor

DECEMBER 20, 2022

Whether up or down, it’s likely they are here to stay, and financial advisors will continue to be asked about them by their clients. According to a survey from Bitwise and ETF Trends, 94 percent of financial advisors fielded client questions about cryptocurrency in 2021. Risks Associated with Crypto.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Trade Brains

MARCH 1, 2024

The Company is the 8th largest integrated marketing communications group in India by operating revenue. In FY23, the overall market size of Integrated Marketing Communications in India was Rs. growth in the global integrated marketing communications industry during the same period, indicating faster recovery from COVID-19 levels.

Advertising 59

Advertising Communication Media Clients 59

Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Define the type of investments involved, (e.g.,

Investment Advisor 52

Investment Advisor Investments Investing Nonprofit 52

Good Financial Cents

DECEMBER 14, 2022

Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Investment bankers also need to be able to work long hours, as they often have to travel to meet with clients. Communication Skills.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Brown Advisory

FEBRUARY 5, 2021

Technology rules the way we communicate, connect, consume and collaborate. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Investments 52

Investments Investing Clients Valuation 52

Brown Advisory

FEBRUARY 5, 2021

The team discussed how they think about investing in technology in the face of wildly increasing valuations and an ever-changing regulatory landscape, covering: The evolution of their thinking and investment process around the sector. Technology rules the way we communicate, connect, consume and collaborate. MORE ON THIS TOPIC.

Investments 52

Investments Investing Clients Valuation 52

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Why there is a disconnect between the valuation level of private advisory firms and publicly traded firms.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

Brown Advisory

MAY 7, 2021

The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios.

Clients 52

Clients Taxes Investments Investing 52

Brown Advisory

MAY 7, 2021

The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. Download transcript. . MORE ON THIS TOPIC.

Clients 52

Clients Taxes Investments Investing 52

The Irrelevant Investor

JULY 24, 2017

I get to see how other people in the industry think, how much they know, and how they communicate with their clients. The one that didn't said something to the effect of, "Even though stocks are wildly overvalued and we know a crash is coming, gold hasn't been working and my clients don't want to own it.

Financial Advisor 52

Financial Advisor Wealth Management Valuation Clients 52

Brown Advisory

JUNE 2, 2016

They should exercise caution when reaching for yield—valuations of some high-dividend, low-growth stocks already look excessive in our view. This piece is intended solely for our clients and prospective clients and is for informational purposes only. They are intended for the sole use of the addressee.

Banking 52

Banking Economics Communication Assets 52

Brown Advisory

NOVEMBER 22, 2021

The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. Learn more >.

Clients 52

Clients Investments Investing Taxes 52

Brown Advisory

OCTOBER 16, 2017

But when our clients tell us what keeps them up at night, they don’t speak in terms of style boxes; they ask for things like income, protection against a market correction or (of particular relevance to this publication) a way to offset the risks of a large, concentrated stock position they hold. large-cap growth” or “small-cap value.”

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Brown Advisory

OCTOBER 16, 2017

But when our clients tell us what keeps them up at night, they don’t speak in terms of style boxes; they ask for things like income, protection against a market correction or (of particular relevance to this publication) a way to offset the risks of a large, concentrated stock position they hold. Mon, 10/16/2017 - 11:53.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Brown Advisory

DECEMBER 2, 2015

By walking through four steps with a client, we can refocus his or her mindset on the fundamental issues that help safeguard financial stability and achieve steady outperformance. Here are four ways we think about preparing clients to stay the course regardless of the market’s mood: Clarify your mission. Set hard numbers.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives ajackson Mon, 11/28/2022 - 11:10 The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term. When we offer guidance to clients about possible plan changes, we use a clear, three-step process.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

JUNE 16, 2021

The strong price appreciation has resulted in a commensurate rise in valuations and a tsunami of new deal issuance in these areas. Our portfolio construction is built on a holistic diversification that takes into account many different variables, including sector, subsector, cyclicality, profitability, valuation and balance sheet strength.

Valuation 52

Valuation Investments Investing Government 52

Brown Advisory

JUNE 16, 2021

The strong price appreciation has resulted in a commensurate rise in valuations and a tsunami of new deal issuance in these areas. Our portfolio construction is built on a holistic diversification that takes into account many different variables, including sector, subsector, cyclicality, profitability, valuation and balance sheet strength.

Valuation 52

Valuation Investments Investing Government 52

Harness Wealth

MAY 9, 2025

Most importantly, tax practices are built on strong client relationships and specialized knowledge. The defining feature of most tax practices is their client-centric nature. Successful tax advisory practices dont happen by chancetheyre the result of many years’ worth of hard work.

Taxes 52

Taxes Planning Accounting Clients 52

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. But you’re looking at valuations and what sort of multiples you want to pay.

Assets 162

Assets Investments Investing Valuation 162

Brown Advisory

JUNE 1, 2023

This is achieved by investing in a concentrated portfolio of companies that, according to our analysis, generate durable levels of free cash flow, exhibit capital discipline and have attractive valuations. The reality is that our clients need a diversified portfolio to optimize the likelihood of positive returns.

Portfolio 52

Portfolio Valuation Investments Investing 52

Trade Brains

JULY 14, 2022

The key business verticals for Infosys are financial services, retail, communication, energy & utilities, and the life science and healthcare division. The key business verticals for Infosys are financial services, retail, communication, energy and utilities, and manufacturing. Valuation Parameter (Rs in Cr). QUICK READ.

Consulting 52

Consulting Healthcare Financial Services Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). They then construct their portfolios by using traditional measures for valuation and performance. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). They then construct their portfolios by using traditional measures for valuation and performance. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

MAY 3, 2018

It's All Relative ajackson Thu, 05/03/2018 - 15:32 We are hearing a lot of questions from our clients about how rising interest rates may affect their municipal bond holdings. For one, we reduced our exposure to shorter-duration fixed-rate municipals, as their valuations grew increasingly unattractive last year. (We

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

MAY 3, 2018

We are hearing a lot of questions from our clients about how rising interest rates may affect their municipal bond holdings. Whether rates are rising or falling, we manage risk using the same consistent process: We look for bonds with attractive valuation relative to our view of their potential cash flows. It's All Relative.

Taxes 52

Taxes Portfolio Valuation Clients 52

Trade Brains

DECEMBER 22, 2022

It is what facilitates effective communication and also makes the management and processing of data easy and possible. 3 billion market valuation, after TCS and Infosys. 3 billion market valuation. 3 billion valuation in the near future if rapidly advancing technologies are utilized to their full potential. MphasiS Ltd.

Marketing 52

Marketing Marketing Consulting Engineering 52

Brown Advisory

NOVEMBER 1, 2019

Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. Our primary objective with all of our year-end thinking is to take actions that ensure a firm, stable, long-term foundation for our clients’ plans. 2019 Year-End Planning Letter.

Planning 52

Planning Taxes Clients Assets 52