Brown Advisory

JANUARY 17, 2024

We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. 12 At Intuit’s Investor Day in September last year, management highlighted the maths within their QuickBooks SME accounting software franchise, whereby any improvement in the success rates (i.e.

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. It is something, math has always come easy to me since a child.

Math 130

Math Management Insurance Assets 130

Carson Wealth

FEBRUARY 5, 2024

Of course, it’s one thing to get strong numbers, but it’s even better when the data are strong for the right reasons. It measures the number of people aged 25-54 who are employed, as a percent of the total number within this cohort that could potentially be employed. in inflation-adjusted terms in 2023.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. And , you have to do the math by hand. There is an admin charge of about $49k.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. And again, I ended up in the financial services audit practice at KPMG. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. What can I say about Julian Salisbury?

Assets 286

Assets Clients Investing Investments 286

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%. Let me say what your compliance wouldn’t allow you to say. I don’t remember the number. So you’re talking about an average of a large number. Less, 20, 30%?

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 16, 2023

Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. He goes, Hey, uh, “Hey, it’s Howard. ” I do the pitch.

Media 278

Media Investing Investments Valuation 278