Clients Valuation Wealth Management White Paper 
Inside Information
DECEMBER 26, 2023
He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Conclusions?
Brown Advisory
SEPTEMBER 22, 2017
It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). Deutsche Asset & Wealth Management White Paper. The Guardian. Available from [link]. Hoepner, A. Available from [link]. Kacperczyk.
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Brown Advisory
SEPTEMBER 22, 2017
It is up to investment managers and, ultimately, their clients whether they seek investment exposures that are systematic (beta exposure) or idiosyncratic (alpha exposure). Deutsche Asset & Wealth Management White Paper. Broader Application and Paths for Future Research. The Guardian. Available from [link].
Sara Grillo
NOVEMBER 14, 2022
Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Grillo jumps in, hypothesizing that there is not enough of a match between the skills required to sell an annuity and what it takes in reality in terms of understanding if the product truly matches up with what the client needs.
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