International College of Financial Planning

MARCH 9, 2024

These professionals excel in dissecting and understanding the multifaceted aspects of an individual’s economic life, encompassing investments, savings, tax planning, and retirement strategies. Their expertise is not just technical but also empathetic, enabling them to forge personalized strategies that address specific needs and dreams.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

JULY 10, 2023

Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives. Investment advisors analyze market trends, assess the client’s economic situation, and develop personalized investment strategies tailored to their goals and risk tolerance.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Indigo Marketing Agency

DECEMBER 19, 2022

Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. He also runs a successful blog, The Reformed Broker , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Big Picture

JULY 19, 2022

And when I was studying in university economics, I did not really get the passion. So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera. I speak in many conferences.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

JULY 4, 2023

And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. They built their infrastructure, risk management, and hired great PMs to lead these businesses.

Recruitment 147

Recruitment Management Numbers Banking 147

Sara Grillo

NOVEMBER 14, 2022

Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. They told him to read the FAQs (lol)!

Insurance 59

Insurance Retirement License Financial Advisor 59

Aleph

MARCH 25, 2023

Do we really want payment networks to be ethics guardians? Mar 23, 2023 The collapse of two lenders has prompted a rethink of banking rules, but risk experts say the failures could be something else: risk overseers who can’t stand up to the bosses [link] Boards exist to excuse management. Why complain?

Banking 59

Banking Risk Management Government Accounting 59

The Big Picture

JANUARY 14, 2025

Last time you were on a panel, we were talking about the rise of, of some emerging managers, including yourself. You graduate with a bachelor’s in economics. So that is a big focus and if you think about what risk managers would do at a casino, it’s the same thing.

Management 147

Management Investing Investments Assets 147