November, 2019

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NOW London 2019 | Behavioural Bias, Decision Making & Influence

Brown Advisory

NOW London 2019 | Behavioural Bias, Decision Making & Influence achen Tue, 11/12/2019 - 11:51 Tali Sharot, Professor of Cognitive Neuroscience, Department of Experimental Psychology at University College London spoke about how motivation and emotion determine our expectations of the future, our everyday decisions, our memories and our ability to learn.

Clients 52
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Let the Halo effect not take over your finances!

Truemind Capital

🔊 Play Audio. How often is that you chose someone for a particular task just because he is nice and end up making a bad choice? This is the phenomenon of Halo effect where one attribute of a person overshadows the other attributes and influences the decisions we take. The attribute niceness of your partner has overshadowed the other essential attributes like competence and intelligence.

Media 52
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Why I Created Indigo Marketing Agency (Video)

Indigo Marketing Agency

It’s been a long and winding road that led me to create Indigo Marketing Agency. I know how important financial advisors are in the lives of their clients because my dad is a financial advisor. I created this firm because I know advisors like you are busy and they need help with their marketing so they can serve more people. Here’s why I created my firm and what we do to help advisors like you!

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Association of Fundraising Professionals: Outstanding Corporation of the Year

SEI

Recognized for employee-led philanthropic efforts

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Investment Perspectives | Confidence

Brown Advisory

Investment Perspectives | Confidence ajackson Tue, 11/12/2019 - 16:31 Despite making new highs recently, U.S. equities were volatile over the summer and early fall, keeping investors guessing about the future direction of prices. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.

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Investment Perspectives | Confidence

Brown Advisory

Investment Perspectives | Confidence. ajackson. Tue, 11/12/2019 - 16:31. Despite making new highs recently, U.S. equities were volatile over the summer and early fall, keeping investors guessing about the future direction of prices. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.

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2019 Year-End Planning Letter

Brown Advisory

2019 Year-End Planning Letter. ajackson. Fri, 11/01/2019 - 13:44. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. Our goal in year-end discussions is to ensure that client plans are updated as needed, based on changing external conditions as well as the client’s circumstances, so that we stay on track to deliver the long-term outcomes that each client seeks.

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Forum of Executive Women: Champion of Board Diversity

SEI

Recognized for board diversity

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