Communication Planning Recruitment Risk Management 
International College of Financial Planning
AUGUST 16, 2020
This year has been difficult for all students, especially the young minds studying Finance and Financial Planning. Why has it been difficult for the students of Finance and Financial Planning? Being a student of Financial Planning, you are well aware of the basics of risk analysis and its subsequent solution.
Indigo Marketing Agency
JANUARY 24, 2024
Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.
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Indigo Marketing Agency
JANUARY 24, 2024
Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. Peter also joins us to co-host our upcoming webinar on The Art of Client Communication.
The Big Picture
SEPTEMBER 19, 2023
Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. And I forwarded it to him and I, I was very happy at Maryland, wasn’t planning on leaving. 00:15:31 And so he put me in contact with a recruiter.
The Big Picture
AUGUST 15, 2023
And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. Was that the plan or was he just going to announce it?
The Big Picture
AUGUST 29, 2023
And your bio explains how you were recruited to Vanguard. And it’s paid off, it’s paid spades in terms of, it helps us make sure that we’re recruiting the right people, it helps us in terms of retaining folks. RITHOLTZ: So let’s talk about that. I thought that was a really interesting story.
The Big Picture
APRIL 4, 2023
And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. One of them is here in the studio with us today, Jessica Tannenbaum who heads up our marketing area and communications.
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