Communication Financial Services Numbers Risk Management 
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Good Financial Cents
DECEMBER 14, 2022
After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. Financial Analyst. According to the U.S.
The Big Picture
OCTOBER 19, 2022
RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. They have a risk management technology. How do you guys think about risk management? RAMPULLA: Yeah.
The Big Picture
SEPTEMBER 12, 2022
I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … risk management. And then the interesting thing is before we really saw that the unwinding of risk, I mean, you saw credit spreads widen, right? I’m talking about diversified financial services.
The Big Picture
AUGUST 15, 2023
RITHOLTZ: The whole pre-financial crisis decade or two, hedge funds crushed-crushed it. Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. I don’t remember the number. So you’re talking about an average of a large number.
The Big Picture
APRIL 18, 2023
You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. We find great management teams. So we operate from a board level and really focus on key strategic and risk management variables. It changed the way we communicated with each other. RITHOLTZ: Right.
Expert insights. Personalized for you.
52 
Let's personalize your content