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. Average Salary: $131,710 per year.

Banking 95

Banking Budgeting Portfolio Management Recruitment 95

The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So you’re Chief Investment officer of Asset and Wealth Management. And there was a problem with 168 of them at the end of 2008.

Assets 290

Assets Clients Investing Investments 290

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 then I was called by a headhunter, by a recruiter, who said, listen, there’s this — spent a couple years at Fidelity by this time — there’s a role at this thing called LIFFE or LIFFE. RITHOLTZ: Right.

Clients 154

Clients Management Engineering Investing 154

The Big Picture

MARCH 21, 2023

You’re accidentally waiting into yet another quant controversy, whether you need both these characteristics in every stock, or whether you can have some stocks that are great on one and simply average on the other and the portfolio comes out. I was a fixed income portfolio manager and trader, which is a ton of fun.

Valuation 164

Valuation Investing Investments Numbers 164

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. For advise on such matters, contact a legal or compliance advisor.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59