AssetBook Launches Valian Communications App
Wealth Management
SEPTEMBER 22, 2022
Valian complements the firm's established Pulse portfolio management and reporting platform.
The Latest In Financial #AdvisorTech (October 2023)
Nerd's Eye View
OCTOBER 2, 2023
Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Communication 
219
219 Join 74,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Trending Sources
What High-Net-Worth Prospects (Really) Want From A Financial Advisor
Nerd's Eye View
JANUARY 22, 2024
In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., Fortunately, financial advicers can bridge these communication gaps in a few ways, starting with their discovery process.
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy
Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. A: One is Cogent Communications (CCOI).
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy
Brown Advisory
SEPTEMBER 20, 2017
Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. A: Our process consists of three steps: idea generation, due diligence and portfolio construction. Wed, 09/20/2017 - 16:43.
The Role of Technology in Modern Investment Advisory Services
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 integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.
Investing 52
52 
10 Thursday AM Reads
The Big Picture
NOVEMBER 2, 2023
Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication.
Advertising 130
130 
Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022
Brown Advisory
AUGUST 3, 2023
Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Thu, 08/03/2023 - 09:16 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.
Investing 52
52 
Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022
Brown Advisory
MAY 1, 2023
Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.
Investing 52
52 
Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions
Brown Advisory
MAY 1, 2023
Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.
Investing 52
52 
2022 Impact Report: Sustainable Core Fixed Income Strategy
Brown Advisory
MAY 1, 2023
2022 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.
2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy
Brown Advisory
JUNE 5, 2023
2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.
Taxes 52
52 
#FA Success Ep 328: Turning Senior Housing Guidance From A Non-Discretionary Value-Add To A Pay-For-Value Service, With Thomas West
Nerd's Eye View
APRIL 11, 2023
We also talk about why despite the rising industry trend towards centralized model portfolios managed on a discretionary basis, over 90% of the assets that Thomas and his firm manage are held on a non-discretionary basis, how Thomas has found because he mostly manages non-discretionary assets and has to call clients about every investment recommendation (..)
Building A Portfolio To Offset Position Risk
Brown Advisory
OCTOBER 16, 2017
Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Typically, we begin building a client-driven portfolio by targeting a specific metric or set of performance attributes.
Portfolio 52
52 
Building A Portfolio To Offset Position Risk
Brown Advisory
OCTOBER 16, 2017
Building A Portfolio To Offset Position Risk. Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Mon, 10/16/2017 - 11:53.
Portfolio 52
52 
Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA
Sara Grillo
APRIL 11, 2022
We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.
Becoming a SEBI Registered Investment Advisor: A Complete Guide
International College of Financial Planning
JUNE 14, 2023
It can involve guidance on buying or selling securities, portfolio management, and other relevant financial products. Individuals associated with investment guidance must possess at least two years of experience in financial offerings, securities, funds, or portfolio management.
Mastering Finances with a Certified Investment/Financial Advisor
International College of Financial Planning
JULY 10, 2023
Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. Excellent communication and interpersonal skills.
From our CEO: How We Help Clients Build Sustainable Portfolios
Brown Advisory
SEPTEMBER 12, 2016
From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio.
Portfolio 52
52 
From our CEO: How We Help Clients Build Sustainable Portfolios
Brown Advisory
SEPTEMBER 12, 2016
From our CEO: How We Help Clients Build Sustainable Portfolios. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio. The goals you express during our discovery process dictate the types of solutions used in your portfolio.
Portfolio 52
52 
Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers
International College of Financial Planning
MARCH 31, 2023
Skills Required for a Career in Wealth Management A successful career in wealth management requires a range of skills that include: Strong communication skills to engage with clients and explain complex financial concepts in a simple manner. Good organizational skills to manage multiple clients and their portfolios.
Kickstarting Your Career: Tips for Fresh Graduates
International College of Financial Planning
MAY 29, 2023
Individual Investor Individual investor courses can help you understand the basics of investing, such as stock market analysis, portfolio management, and risk management. Make sure you dress appropriately for interviews and practice your communication skills. Here are some options: 1.Certified
How Public-Market ESG Investors Generate Impact without Compromising Performance
Brown Advisory
NOVEMBER 24, 2021
How Public-Market ESG Investors Generate Impact without Compromising Performance jharrison Wed, 11/24/2021 - 13:26 Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com.
Marketing 52
52 
How Public-Market ESG Investors Generate Impact without Compromising Performance
Brown Advisory
NOVEMBER 24, 2021
Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com. How Public-Market ESG Investors Generate Impact without Compromising Performance. Read more >.
Marketing 52
52 
Key Differences Between Asset Management and Investment Management
WiserAdvisor
JULY 7, 2022
Understanding the differences between the two is crucial for effective selection, allocation of your funds, and portfolio management. Asset management helps individuals determine asset value, financial health, the potential for growth, and investment opportunities. all come under asset management.
Management 52
52 
What is a Good Financial Advisor to Client Ratio?
WiserAdvisor
APRIL 12, 2024
Delegating routine tasks such as administrative duties, client communications, and portfolio maintenance to competent support staff can free up valuable time for client-facing activities, such as meetings. Evaluate your current commitments, including client meetings, research, portfolio management, and administrative tasks.
The 8 Highest-Paying Jobs in Major Banks for 2023
Good Financial Cents
JANUARY 11, 2023
Because of this crucial role, financial managers command top dollar in big banks. Portfolio Manager. Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans. Excellent communication and interpersonal skills.
Banking 95
95 
Financial Advisor Website Showcase: New Lantern Advisors
FMG
AUGUST 4, 2022
Without a doubt leading to a subtle way to entice visitors into signing up for email communication. How has virtual communication affected the way you do business? One of the best homepage features is the interactive quiz which “Tests Your Investing IQ.” ” In this case, the quiz asks for both your name and email.
Why Integrated Diploma in Wealth Management is the Right Choice for a Career in Finance?
International College of Financial Planning
MAY 29, 2023
Client Relationship Management and Communication Skills : Building solid relationships with clients is critical for success in wealth management. The program focuses on honing interpersonal and communication skills, ensuring graduates can effectively engage with their clients and address their needs.
CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead
Brown Advisory
MAY 7, 2021
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 Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon.
Clients 52
52 
CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead
Brown Advisory
MAY 7, 2021
The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. Download transcript. . MORE ON THIS TOPIC. Brown Advisory does not render legal or tax advice.
Clients 52
52 
They All Have One Thing In Common
The Irrelevant Investor
OCTOBER 4, 2016
All of the great investors, from Seth Klarman and Howard Marks to Warren Buffett and Phil Fisher, have one thing in common- their ability to clearly communicate their philosophy. Jack Bogle rightfully gets all the credit for creating the index fund, but he's very underrated when it comes to his ability to effectively communicate.
ISAs – should U.S. taxpayers living in the U.K. use them?
Brown Advisory
MARCH 20, 2023
expat himself, is a Portfolio Manager in our London office and helps U.S.-connected tax efficient investment portfolios to meet their long-term goals and objectives. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. 2 2023 numbers.
Taxes 52
52 
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Investment Management Investment management is a critical aspect of wealth management.
Workable Wealth Investing Series: What Investment Strategies Should I Use?
Workable Wealth
SEPTEMBER 16, 2020
Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area.
Investing 52
52 
The Great Unused Resource
Inside Information
JUNE 28, 2022
We have new planning software that does a much better job of delivering advice to younger clients (Elements) and to pre-retirees and retirees (Income Laboratory), new software that makes it much easier to build office workflows (Hubly), and automated client communication tools that ensure that nothing falls through the cracks (Pulse360 and Knudge).
Clients 40
40 
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Investment Management Investment management is a critical aspect of wealth management.
How to Build a Successful Career in Financial Advisory Services
International College of Financial Planning
MAY 1, 2023
Financial advisors who succeed are usually effective communicators, capable of clarifying complex financial concepts in easyto-understand language. Some potential avenues include corporate Finance, investment banking, and portfolio management.
What does a financial advisor do? (day in the life of a financial advisor)
Sara Grillo
JULY 8, 2022
Others that require a more detailed response will either get forwarded to a teammate (financial planner or portfolio manager) who can research the answer, or scheduled to my calendar later in the day when I can focus on a response or call the client directly. Most emails only require a quick reply, which I’ll take care of right away.
Raising Women's Voices Webinar Series
Brown Advisory
OCTOBER 28, 2021
As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.” The devastation in India has been harrowing for women, as communities struggle to protect public health.
Raising Women's Voices Webinar Series
Brown Advisory
OCTOBER 28, 2021
As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.” Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . The State of Women.
Myth-Busting with Momentum: How to Pursue the Premium
ClearMoney
NOVEMBER 4, 2021
As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.
Equity Beat: The Long and Short
Brown Advisory
MARCH 14, 2023
Time/Long-Term We recently met with the management team of Intuitive Surgical (ISRG). One of our portfolio managers, Ken Stuzin will tell you that none of our holdings are “sacred cows”, but in the same breath he’ll mention that ISRG CEO Gary Guthart is among the very best executives that he’s ever met. All Others 2.3%
Clients 97
97 
Anchoring Expectations
Brown Advisory
DECEMBER 2, 2015
In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.
Taxes 52
52 
Let's personalize your content