Wealth Management

JULY 18, 2025

8 Financial stress is common: 25% report significant out-of-pocket costs, and 20% say caregiving has created severe economic hardship. 19 Other states, including Arizona and Massachusetts, created career ladders or wage incentives to improve recruitment and retention. 9 Meanwhile, the care industry is undergoing significant change.

Estate Planning 147

Estate Planning Wealth Management Planning Clients 147

Abnormal Returns

JULY 10, 2023

investmentnews.com) Recruiting Why aren't more women becoming advisers? wealthmanagement.com) Laurence Kotlikoff on the gulf between conventional and economics-based financial planning. larrykotlikoff.substack.com) A real-life example of balancing differing wants in retirement. wsj.com)

Compliance 244

Compliance Recruitment Financial Planning Wealth Advisor 244

Diamond Consultants

JUNE 1, 2023

And certainly, there are plenty of firms out there that have identified the right combination of exceptional client service, smart recruiting and strategic growth initiatives—making them attractive acquisition targets. This team’s desire for greater freedom and control over economics has made them very interested in going independent.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Nerd's Eye View

SEPTEMBER 28, 2022

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

Executive Compensation 130

Executive Compensation Financial Advisor Wealth Management Recruitment 130

Diamond Consultants

JANUARY 23, 2024

5 reasons why advisors are forgoing what was designed to be a no-brainer deal In recent years, the four wirehouses (and many regional and boutique firms, as well) have rolled out enhanced “retire-in-place” or “sunset” programs for their advisors, such as Merrill’s CTP, UBS’s ALFA, and Morgan Stanley’s FAP.

Retirement 59

Retirement Recruitment Clients Economics 59

Diamond Consultants

OCTOBER 23, 2024

recruit advisors. In addition to recruiting deals, many firms also offer sunset or retire-in-place packages that afford advisors a second bite at the proverbial apple without the need to make another transition down the road. Asset portability and retention are required to realize the majority of deal economics.

Recruitment 72

Recruitment Assets Wealth Management Taxes 72

Ballast Advisors

NOVEMBER 29, 2022

It’s common for businesses to court talented executives with a variety of perks, including signing bonuses, stock options, and nonqualified deferred compensation plans to supplement regular pensions and retirement savings.

Recruitment 40

Recruitment Compensation Planning Clients Retirement 40

Diamond Consultants

JUNE 14, 2023

Transition deal, ongoing economics, technology stack, investment platform, and firm brand name are among the most common and, of course, critical. Greatest economics? Do they treat you as a VIP during the recruiting process? Are they pricing you aggressively relative to similar size advisors they have recruited?

Recruitment 52

Recruitment Wealth Management Clients Economics 52

James Hendries

AUGUST 8, 2022

Recruiting and retaining employees who are both qualified and motivated is an ongoing challenge for most businesses. A transformation in the workplace is underway as many Baby Boomers make plans to work longer beyond their normal retirement age due to recent changes in the economic climate. Mature Workers Are Here to Stay.

Recruitment 52

Recruitment Retirement Budgeting Education 52

Diamond Consultants

AUGUST 9, 2022

The key for a breakaway team is to assess the importance of the short-term versus long-term economic considerations since options that provide more upfront capital typically offer a lower ongoing net payout. And, of course, there is always the option to build your own community via targeted recruiting and acquisitions.

Compliance 59

Compliance Recruitment Clients Retirement 59

Diamond Consultants

DECEMBER 5, 2023

The handcuffs of unvested deferred compensation tighten Although making a move isn’t all about the economics, of course, it’s an important factor. It’s particularly hard when an advisor has built up so much unvested deferred comp that it substantially eats away at the economics of a move.

Clients 52

Clients Compliance Retirement Recruitment 52

Diamond Consultants

MAY 3, 2022

By our count in 2021 alone some 19 teams managing over $88B in assets transitioned from private banks. For private bankers considering change, it’s important to understand both the potential that lies before you, as well as the hurdles that you may encounter in a move.

Banking 52

Banking Commission Wealth Management Assets 52

Clever Girl Finance

JUNE 22, 2023

In other words, they don’t reflect deductions like taxes, insurance, or retirement contributions. Economic factors and inflation And we can’t forget the potential negative effect of inflation on a 100k income over time. Making contributions to retirement accounts to secure your future financial independence.

Budgeting 55

Budgeting Taxes Healthcare Retirement 55

The Big Picture

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. So I applied to Maryland State retirement. The acronym for the Hawaii Investment Employ Retirement System or, or words to that effect. 00:15:31 And so he put me in contact with a recruiter. It’s a little bit letter better of a lifestyle.

Assets 146

Assets Management Portfolio Investments 146

The Big Picture

FEBRUARY 12, 2024

And at that point, I decided what I really wanted to do was be a PhD in economics. So then I just started interviewing with companies as they came on, on the, on-campus recruiting to see what, what I could find. They were getting flows of retirement money on a continued basis. So I applied to half a dozen of the best programs.

Management 292

Management Economy Investing Investments 292

The Irrelevant Investor

AUGUST 17, 2015

By the time Simons retired, in 2009, he had become a billionaire many times over. Druckenmiller "Druckenmiller understood the stock market better than the economists and understood economics better than the stock pickers." "In In the crash of 2008, it was up 80 percent after fees—and almost 160 percent before them. 28 Whereas D.

Marketing 52

Marketing Marketing Assets Recruitment 52

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. This is your nest egg. We’ll come back to this. Passive Income is all about protecting your time.

Accounting 106

Accounting Investments Investing Media 106

The Big Picture

MAY 7, 2024

You know, we look at these economic busts or these market crashes, and it’s obvious in hindsight what spectacular opportunities there they were. And she did a plan for me personally and answered the questions, can I retire? To my recruiter nanny, what she had to fire her suddenly one day. Barry Ritholtz : Huh.

Startup 146

Startup Advertising Engineering Numbers 146

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns.

Management 130

Management Investments Investing Government 130

The Big Picture

NOVEMBER 22, 2022

Venture capital, private equity, just were not recruiting for those spaces. Wall Street has been pretty bad at recruiting black talent. RITHOLTZ: So is it safe to say that Wall Street, in general, but alternatives like private equity and venture capital, were not recruiting at historically black colleges and universities?

Recruitment 146

Recruitment Engineering Banking Numbers 146

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. WEINSTEIN: Let me define what we do, because I feel like a fair misconception might be that as a recruiting firm, our job is to help people find jobs. WEINSTEIN: They probably will.

Recruitment 146

Recruitment Management Numbers Banking 146

The Big Picture

JUNE 7, 2023

They have economics. And I as I as someone who has been recruiting in this industry for the past 20 years with my team and we’re working with the biggest, most successful funds in the world, it’s tough. You’ll retire a happy person, your kids. They have scale, they have capital, they have resources.

Management 275

Management Investments Investing Economics 275

The Big Picture

JULY 26, 2022

It might be a management team that wants to retire, or exit. It’s always the transaction that the seller wants to do is they want to retire. I mean, I don’t — RITHOLTZ: So this is really devious recruitment. WEAVER: — you know, my teaching and recruiting. And that’s great. WEAVER: Exactly.

Numbers 296

Numbers Management Investing Investments 296

The Big Picture

AUGUST 29, 2023

And your bio explains how you were recruited to Vanguard. So a variety of risk meetings, a variety of economic meetings. And it’s paid off, it’s paid spades in terms of, it helps us make sure that we’re recruiting the right people, it helps us in terms of retaining folks. RITHOLTZ: Really interesting.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 159

Valuation Clients Investments Investing 159

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. ADMATI: And I had never taken an economics course before that. But when I got to Yale, my advisor said, why don’t u take microeconomics and take mathematical economics and take some economics.

Banking 203

Banking Government Insurance Taxes 203

The Big Picture

OCTOBER 24, 2022

BLS recruits, just like all other organizations, recruits at college campuses. So I leave the Bureau of Labor Statistics and I move into economic consulting. And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts. That’s very funny. NORTON: Right.

Portfolio 130

Portfolio Management Assets Investments 130

The Big Picture

APRIL 25, 2023

You turned out to be the first dual economics financial management major at Quinnipiac. Because I’ll ask them, I’ll say, “Hey, Barry, do you know John’s time horizon until he wants to retire?” And the next case that was called, this attorney was on the other side explaining why they had a right to recruit this broker.

Compliance 159

Compliance Clients Wealth Management Management 159

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. You can check out his podcast and books for more info. You can keep up with Taylor on LinkedIn and X (Twitter).

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. You can check out his podcast and books for more info. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

JULY 18, 2023

WAGNER: Yeah, there are a few assets that persistently appreciate for a long period of time, you know, the very, very best companies, if you buy them, you know, consistently, you know, this whole idea of, you know, your retirement account, right, where you’re buying every month, that’s great. That will work for you.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

JULY 29, 2024

So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. 00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. And they wanted to ensure that they had the investment platforms they needed to compete globally.

Clients 146

Clients Portfolio Financial Advisor Investments 146

The Big Picture

SEPTEMBER 5, 2023

And so the idea is that, what I’ve heard is like, hey, we’re going into a recession or a weak economic period so therefore everybody’s going to go into work four and a half days a week because they want face time with their boss. And you definitely have some industries or some companies that want five days a week right now.

Sales 130

Sales Numbers Taxes Marketing 130

Sara Grillo

SEPTEMBER 26, 2022

Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. holds a degree in Economics from Williams College and has been a financial advisor since 1989. About John “JR” Robinson.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MARCH 21, 2023

RITHOLTZ: Meaning it would be a recruitment challenge. If you’re anywhere from an individual to a pension fund, saying how much do I have to save to retire? But he had that little sheet, what do I need to retire, which I think everyone has in some extent, including institutions. It’s actually quite beautiful.

Valuation 170

Valuation Investing Investments Numbers 170

The Big Picture

MAY 2, 2023

ANNOUNCER: Geopolitical risk, changing regulation, economic uncertainty, EY can help you identify the risks that matter. The Qatar Economic Forum, powered by Bloomberg, is leading the charge for resilient global growth in a post-pandemic world. ANNOUNCER: Geopolitical risk, changing regulation, economic uncertainty. CLYMER: Yes.

Retail 170

Retail Insurance Numbers Advertising 170

Aleph

FEBRUARY 11, 2023

Tax laws now encourage firms to de-lever Feb 07, 2023 Expect more defaults in the $4 trillion municipal-bond market this year, Bank of America strategists said [link] With muni debt of “unrated securities in the not-for-profit, nursing home and hospital industries” you have to focus on economic necessity. I could retire now.

Banking 59

Banking Government Economics Taxes 59