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. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management.

Compliance 87

Compliance Budgeting Accounting Insurance 87

SEI

SEPTEMBER 21, 2022

Domain 1: Cyber risk management and oversight. Domain 4: External dependency management. Domain 5: Cyber incident management and resilience. Auditors increasingly request institutions to complete the assessment to demonstrate compliance, making CAT widely used across financial services.

Financial Services 52

Financial Services Compliance Risk Management Clients 52

Trade Brains

MARCH 11, 2024

Operating Profit Margin (%) 49.67% Net Profit Margin (%) 44.36% Large Cap Stocks With High NPM #2 – Oracle Financial Services Oracle Financial Services Software Limited is a subsidiary of Oracle, a world leader in providing financial technology solutions across retail banking, corporate banking, risk, financial crime, and compliance management.

Banking 59

Banking Financial Services Consulting Retail 59

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Sara Grillo

DECEMBER 12, 2022

This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Brown Advisory

JUNE 2, 2021

All of the proceeds are allocated to specific environmental projects, including renewable energy, environmentally sustainable management of living natural resources and land use, clean transportation, sustainable water and wastewater management, climate change adaptation, production technologies and processes, and green buildings.

Certification 52

Certification Investing Investments Compliance 52

Brown Advisory

JUNE 2, 2021

All of the proceeds are allocated to specific environmental projects, including renewable energy, environmentally sustainable management of living natural resources and land use, clean transportation, sustainable water and wastewater management, climate change adaptation, production technologies and processes, and green buildings.

Certification 52

Certification Investing Investments Compliance 52

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. Risk appetite was changing.

Assets 293

Assets Clients Investing Investments 293

The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. Really a fascinating background, and it just goes to show you how broad and flexible the world of finance is, that there are so many different ways you can find yourself in a senior management position in, in this industry.

Math 130

Math Management Insurance Assets 130

The Big Picture

AUGUST 15, 2023

Tell us a little bit about how that led you to working with some of the managers that worked with the Yale Endowment. RITHOLTZ: Did long-term capital management impact them at all? Are you still working with any of the managers at Yale or is that along the — SEIDES: No, I mean, I left Yale 25 years ago. SEIDES: Sure.

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. And quite frankly, I didn’t know what financial services was. So that’s not where we are today.

Clients 157

Clients Management Engineering Investing 157

SEI

SEPTEMBER 6, 2022

Those in and outside the financial services industry are seeking to reconcile this emerging technology and its impact on the ecosystem of investing. Risk management theory—there are so many types of crypto assets and many have transformative characteristics based on when and how you use them. Tue, 09/06/2022 - 16:15.

Assets 52

Assets Investing Investments Government 52