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

She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. Samantha Russell is the “Chief Evangelist” at FMG Suite and Twenty Over Ten.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. 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.

Insurance 59

Insurance Financial Advisor Retirement License 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

JULY 4, 2023

WEINSTEIN: Okay, this isn’t like, you know, you’re sitting on the sell side and yes, you know, you’re on the equity sales desk and someone doesn’t need to transact with Goldman on the other side of the phone, but they do need to transact with someone. They don’t need to transact. RITHOLTZ: Right.

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

JULY 19, 2022

And when I was studying in university economics, I did not really get the passion. So, that relationship actually already started when I was a portfolio manager, right? Michael Lewis’ Liar’s Poker’s good guys was one of my sales contacts there. Don’t sacrifice your ethics, that integrity matters.

Investing 130

Investing Investments Valuation Portfolio 130