Abnormal Returns

JULY 29, 2022

Strategy John Rekenthaler, "Avoid portfolio managers who claim to know how “this time will be different.” wsj.com) Startups The Miami tech scene got out of the gates fast, now comes the hard work. theinformation.com) There's a startup that helps companies do layoffs. It probably won’t be.

Startup 130

Startup Financial Advising Portfolio Management Economy 130

Nerd's Eye View

OCTOBER 2, 2023

This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)

Communication 241

Communication Portfolio Management Clients Tax Planning 241

Abnormal Returns

MARCH 21, 2023

youtube.com) Credit Suisse was also a player in the startup financing space. wsj.com) Vanguard is exiting the Chinese fund management market. etftrends.com) Portfolio management still has a gender problem. etf.com) Economy Every index/measure of financial conditions has problems. fivethirtyeight.com)

Startup 130

Startup Financial Advising Banking Portfolio Management 130

Aleph

JANUARY 21, 2023

Jan 19, 2023 India may have already surpassed China as the world’s most-populous nation [link] India’s culture would have to change a lot for it to have a fast-growing economy. Jan 20, 2023 Tech startup workers are grappling with what the market tumult means for their finances. Edgy content is usually bad content.

Startup 59

Startup Banking Accounting Food 59

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong.

Marketing 52

Marketing Marketing Banking Numbers 52

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? 2023 is merely a sequel to 2022, already anticipating the FOMC stopping Jan 13, 2023 Experts Spent Years ‘Angst-ing’ Over Value.

Math 59

Math Assets Government Banking 59

Brown Advisory

OCTOBER 11, 2021

We believe that a strong network of relationships and history with managers; a robust due diligence process for manager selection, sizing and term negotiation; and dedicated team members devoted to each asset class contributes to long-term results. Alternative investments can play unique roles in helping to support these objectives.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52