WiserAdvisor

APRIL 12, 2024

This article will discuss the factors that influence this ratio and what financial advisors can do to serve their clientele better. How to determine a good financial advisor-to-client ratio? In financial services, this translates to diminishing returns in client service quality as the client base expands.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Carson Wealth

JANUARY 2, 2024

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). However, this may be changing.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Brown Advisory

JANUARY 17, 2024

Minimising the number of decisions to be correct (or, other hit-rates to be wary of!) Our coach once jokingly quipped that we ought to consider selling new investments after 24 months and buying them back 18 months later. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Investing 52

Investing Investments Portfolio Compliance 52

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. Numbers may not total due to rounding. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 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. And again, I ended up in the financial services audit practice at KPMG. Capital rules were changing.

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Assets Clients Investing Investments 286

The Big Picture

NOVEMBER 14, 2023

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. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. It was Mass Financial Services.

Math 130

Math Management Insurance Assets 130

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. And technology on.

Clients 152

Clients Management Engineering Investing 152