The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. GMO has released last quarter their first retail product an ETFI love the symbol QLTY.

Valuation 130

Valuation Investing Investments Assets 130

Trade Brains

MAY 6, 2023

Owing to its good business and the favorable environment in the Indian markets, PC Jewellers today has 4 jewelry retail outlets across 70 cities in India. The majority of the issues related to Yes Bank were related to corporate governance and compliance. The company is primarily engaged in selling gold & diamond jewelry.

Banking 52

Banking License Government Investing 52

Carson Wealth

AUGUST 21, 2023

Retail sales surged in July and are up 5% over the past three months after adjusting for prices. Resilient Economy May Be Accelerating Another month, another slew of economic data that not only shows the economy is resilient, but also that it may be accelerating. Retail sales and food services rose 0.7% Here’s a quick recap.

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

JUNE 12, 2017

Berkshire Hathaway In the 52 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged New England textile company to one of the largest U.S. All the big brokerage firms have large compliance departments, and they should. Berkshire is the sixth most valuable company in the U.S.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

In the 52 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged New England textile company to one of the largest U.S. All the big brokerage firms have large compliance departments, and they should. Berkshire Hathaway. Berkshire is the sixth most valuable company in the U.S.

Investing 52

Investing Investments Ethics Taxes 52

Carson Wealth

JULY 24, 2023

We just received a tremendous amount of data to round out the economic picture in the second quarter (Q2). Consumption was Strong Retail sales rose at a 4.7% Core retail sales, excluding categories such as vehicle and gas station sales, rose at a 6.3% Even after adjusting for inflation, “real” retail sales rose at a 1.9%

Marketing 98

Marketing Marketing Economy Retail 98

Brown Advisory

JANUARY 1, 2023

We believe that by investing in these customer-centric companies and having their economics compound over long periods of time we can generate attractive returns for our investors. wealth management (Charles Schwab), Indian retail banking (HDFC) and global payment networks (Visa and Mastercard). and TK Maxx in the U.K.)

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. RITHOLTZ: So I know we’re not going to talk about performance and returns because of the normal compliance headaches.

Investing 255

Investing Investments Numbers Banking 255

Risk Management Guru

AUGUST 12, 2020

You’ve probably identified and mitigated many of your own risks, but have you looked into the risks of your suppliers, manufacturers, vendors, and retailers? Just don’t rest for too long because, as the first half of 2020 has proven, life is unpredictable and may just throw you a pandemic/global economic downturn when you least expect it.

Compliance 52

Compliance Insurance Coverage Risk Management Communication 52

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Housing starts and permits data are turning around as builders become more confident about the economic outlook. Housing may no longer be a drag on economic growth the rest of this year. Retail sales rebounded in April.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

FEBRUARY 13, 2023

Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. RIEDER: Thanks. RIEDER: Yeah.

Economy 139

Economy Numbers Portfolio Marketing 139

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? MCCARTHY: — and end up in M&A on Wall Street.

Assets 148

Assets Investing Investments Portfolio 148

The Big Picture

APRIL 25, 2023

The Atlantic ) • Schizophrenia at the IMF : At long last, the International Monetary Fund has begun to recognize that the best way to reduce sovereign debt is by boosting economic growth, rather than insisting on fiscal retrenchment. Project Syndicate ) • What Was Twitter, Anyway?

Consulting 139

Consulting Compliance Accounting Retail 139

The Big Picture

MARCH 27, 2023

By ’08 and ’09, look, there were bankruptcies everywhere in every industry from retail to telecom. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. Tell us about how you saw this lack of diversity and the lack of economic mobility.

Assets 269

Assets Investing Investments Management 269

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. You turned out to be the first dual economics financial management major at Quinnipiac. And I would constantly hear them frustrated by the compliance department. RITHOLTZ: Right.

Compliance 148

Compliance Clients Wealth Management Management 148

Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

SEPTEMBER 5, 2023

MILLER: And my wife always kids me about being overly eager to pay full retail. And so the idea is that, what I’ve heard is like, hey, we’re going into a recession or a weak economic period so therefore everybody’s going to go into work four and a half days a week because they want face time with their boss.

Sales 130

Sales Numbers Taxes Marketing 130

SEI

SEPTEMBER 6, 2022

The space is still relatively nascent, terminology is still enigmatic at times, and there remains a large degree of uncertainly and opaqueness with regulatory and tax compliance, which hinders broader institutional adoption. . As always, there are trade-offs.

Assets 52

Assets Investing Investments Government 52

Carson Wealth

APRIL 22, 2024

Economic Growth Remains Solid, As Does the Outlook While inflation data for Q1 was hot, albeit for idiosyncratic reasons, we also received the following: Strong employment data, with payroll growth accelerating from last year and layoffs low. Strong consumer spending data, including March retail sales. public and private.

Marketing 96

Marketing Marketing Economy Government 96