Clients Investing Investments Portfolio Management 
The Big Picture
FEBRUARY 23, 2024
This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.
A Wealth of Common Sense
JANUARY 16, 2024
Diversification is one of the first building block portfolio management concepts I ever learned in my first job in the investment industry. Our firm would create a Harry Markowitz efficient frontier chart for every client portfolio.
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International College of Financial Planning
MAY 9, 2024
In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This is crucial in maintaining the confidentiality of sensitive client information.
Nerd's Eye View
AUGUST 8, 2023
What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issues faced by small-to-mid-sized institutions and ultra-high-net-worth-families with $10s of millions of dollars each, and has built an RIA that focuses on that serious investing expertise as a differentiator. (..)
Brown Advisory
FEBRUARY 23, 2022
Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. The strategy has a flexible approach to investing, that is why we have flexible in our name. We like to refer to our investment approach as having a “value philosophy”, which is distinct from a “value style” of investing.
Nerd's Eye View
SEPTEMBER 12, 2023
Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.
Advisor Perspectives
FEBRUARY 16, 2024
Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Michael Buchanan, Co-Chief Investment Officer, Western Asset Management, and Brendan Circle, Portfolio Manager, Franklin Income Investors. The group considered the current market environment as it pertains to cash in client portfolios.
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