Nerd's Eye View

NOVEMBER 6, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)

Compliance 234

Compliance Valuation Financial Advisor Clients 234

Abnormal Returns

DECEMBER 26, 2022

rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. investmentnews.com) Practice management Why firms need to make compliance an ally, not an obstacle. (open.spotify.com) Cameron Passmore and Benjamin Felix talk with Prof. morningstar.com) SECURE Act 2.0

Risk Tolerance 175

Risk Tolerance Financial Planner Financial Advising Compliance 175

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investing 52

Investing Investments Valuation Clients 52

Diamond Consultants

DECEMBER 20, 2022

A look back – and forward – on the forces behind an evolving wealth management industry. For instance, while Rockefeller Capital Management and First Republic Private Wealth Management led the headlines by landing some of the industry’s most elite teams, the real news was actually in the wirehouse world.

Recruitment 59

Recruitment Compliance Wealth Management Banking 59

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. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry.

Assets 290

Assets Clients Investing Investments 290

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Are you, what is it about the management team? Is it about the valuation? Back then I was Wallstrip was like a 400K valuation.

Media 281

Media Investing Investments Valuation 281