Sara Grillo

OCTOBER 31, 2022

A Form ADV, according to definition by the SEC , is a legal document that anyone who is holding him or herself out as a professional financial advisor in the United States must file with the SEC, whether they are state or Federally registered. You should check the advisor’s CRD number and see if it matches what they sent you.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Sara Grillo

JUNE 2, 2022

To see this term blurred with the top advisor definition, it makes me mad because it implies that advisors who are selected on the basis of production – and this gives me the sense that this ranking had a lot to do with precisely that – are the best financial advisors. Number of employees per client? What about ethics?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

The Big Picture

JUNE 6, 2023

When I think back to some of the most painful moments over a 20-year career, that is definitely one. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. There’s definitely some ways to save money. Number two is travel.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JULY 19, 2022

Certainly, it does definitely get to behavioral advices. We’ve come from the lows but we are still like, let’s say, 60 to 40, two percent real yield is roughly the number as opposed to the four plus long run. And then, most importantly, I do love his ethical antenna and his kind of truth-telling obsession that he has.

Investments 130

Investments Investing Valuation Portfolio 130

The Big Picture

JANUARY 9, 2024

But no, it was a, it was a scary time and it was, you know, there were, there were like a number of layoffs, you know, there were a couple rounds of layoffs in, you know, within my first two years at Goldman and I didn’t get laid off and I was like, oh, okay, I’m probably safe for a while. Like that solves like a number of issues.

Banking 130

Banking Retail Math Management 130

Zoe Financial

OCTOBER 12, 2023

Whether you think of artificial intelligence (AI) as an ethical conundrum or a positive breakthrough, it is undeniable that AI is already having an impact. However, I have a number of clients with high-risk appetites who may stand to benefit from an AI strategy. percentage points annually.

Portfolio 45

Portfolio Investing Investments Clients 45

Zoe Financial

OCTOBER 12, 2023

Whether you think of artificial intelligence (AI) as an ethical conundrum or a positive breakthrough, it is undeniable that AI is already having an impact. However, I have a number of clients with high-risk appetites who may stand to benefit from an AI strategy. percentage points annually.

Portfolio 40

Portfolio Investing Investments Clients 40

Brown Advisory

JUNE 16, 2022

We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. Financial Accountings Standard Board brought stock-based compensation into the definition of U.S. We inherently prefer actual cash flow.

Investing 52

Investing Investments Accounting Valuation 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. While this definition sounds similar to PRIs, the critical difference is that MRIs refer to investments with a primary objective of financial return.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. While this definition sounds similar to PRIs, the critical difference is that MRIs refer to investments with a primary objective of financial return.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Good Financial Cents

APRIL 19, 2023

If you need a more formal definition, IRS Pub 925 has you covered. The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! Look for freelancers with a strong work ethic who provide quality results. The golden rule of passive income – protect your time.

Accounting 105

Accounting Investments Investing Media 105

The Big Picture

FEBRUARY 28, 2023

You sit on the board of directors on a number of portfolio companies. And I know there may not be any definitive answer. My dad was a business person and had a tremendous work ethic. And we looked more like an industrial conglomerate than — RITHOLTZ: That’s where I was going to go. LAYTON: Yup.

Clients 147

Clients Assets Investments Investing 147

The Big Picture

JULY 4, 2023

And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. WEINSTEIN: And there is also something too, as much as there has to be a respectful — number one, there has to be a respectful environment for everybody. And I realized I have his home number.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

JUNE 11, 2024

That was definitely revolutionary at the time. And I also think that there is something to be said for, and I think it sounds cliche, but it is not just Thiswe Midwest ethics, Midwest work ethic and, and kind of the attitude, this bias towards integrity. And we were number one on that list. I, you know, I can do it.

Planning 162

Planning Clients Investments Investing 162

The Big Picture

NOVEMBER 15, 2022

I have lots of different ways I can get that number to go up. It’s still a fairly small number. There’s definitely demand from retail and there’s plenty of supply in the asset management business side. NADIG: So the thematic stuff, definitely interesting. I wish I have $100,000 I want to put to work.

Management 278

Management Assets Portfolio Marketing 278

Good Financial Cents

APRIL 10, 2023

When I was in high school, there was a kid in my class who I definitely *thought* was rich. Incomes considered “poor” here could put you in the “rich” or “wealthy” categories in a number of developing countries. Best Quotes About Wealth Be Ethical “All you have in business is your reputation.

Investments 110

Investments Investing Accounting Assets 110

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. I — I couldn’t believe the numbers. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. BALCHUNAS: Yeah. I mean, this is part of the story.

Assets 173

Assets Management Marketing Marketing 173

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.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? I definitely wanted to gain investing skills. It’s almost instant.

Assets 162

Assets Investments Investing Portfolio 162

The Big Picture

JUNE 10, 2025

00:21:10 [Speaker Changed] It’s, it’s a, it’s a big number that’s not lost on us. And I know that’s definitely something that you spend a lot of time because it’s gonna go to the next generation. And, and I think the retail investor goes closer to that 20% number.

Assets 147

Assets Management Portfolio Investments 147

The Big Picture

JANUARY 14, 2025

They are a multi-manager, multi-strategy hedge fund that has put up some pretty impressive numbers. That there’s a definitely a network effect that happens there. That’s a giant number. Half is a giant number. Yet another extra special guest, Ryan Hurst is founder, CEO and CIO of Clear Alpha.

Management 147

Management Investments Investing Assets 147

The Big Picture

MAY 2, 2023

But there were a lot of other purveyors of watches that really were not super, super ethical folks. FOWLER: Yes, I was at LVMH for a number of years, mostly with Louis Vuitton for the first few years. The number one response every single time to this day is for Hodinkee to sell things because they trust us. FOWLER: Yes.

Retail 173

Retail Insurance Advertising Numbers 173

The Big Picture

APRIL 8, 2024

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

NOVEMBER 19, 2024

Behavioral finance has a number of fathers, including Dick Thor and, and Danny Kahneman. And number theory was just too mind blowing, you know, for me. 00:13:17 [Speaker Changed] So you can often get numbers that are up to more than a hundred percent, you know? For number one, it’s not that big of a tell.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

DECEMBER 24, 2024

These are ethically compromised executives who are just hell bent on increasing profits by any means necessary. But what we’ve seen in more recent years is that they’ve become the number one or two player by size in about eight different industries. They’re the number one parcel deliverer.And guess what?

Retail 130

Retail Advertising Taxes Numbers 130

The Better Letter

MARCH 2, 2023

Nearing 400 years ago now, Thomas Hobbes noted and accounted for a crucial difference between geometry and ethics: We disagree about and dispute matters of ethics routinely but geometry almost never. “There’s not been a definitive conclusion.” ” You can’t make stuff like this up.

Ethics 86

Ethics Government Food Accounting 86