Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

APRIL 18, 2023

You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. We find great management teams. So we operate from a board level and really focus on key strategic and risk management variables. There’s some like risk management things that you always need to be mindful of.

Assets 162

Assets Investing Investments Valuation 162

The Big Picture

AUGUST 15, 2023

Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. I got an engineer, I got all the latest equipment.

Management 130

Management Investing Investments Government 130

The Big Picture

OCTOBER 19, 2022

They have a risk management technology. How do you guys think about risk management? We have a really good risk management tool as well. It’s through our portfolio and analytics and consulting service. So one of the other giants in the space is BlackRock. RAMPULLA: Yeah. RAMPULLA: Yeah.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. It’s got private markets, it’s through the credit curve it has core business engines which are driven by styles. We have two quant engines.

Clients 162

Clients Management Engineering Investing 162

The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. And again, I ended up in the financial services audit practice at KPMG. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. 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. So why rock the boat?

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. And understand what risk we’re taking on. And our final question, what do you know about the world of investing of credit, of risk management today that you wish you knew when you were first getting started 30 years or so ago? I am Barry Ritholtz.

Banking 147

Banking Portfolio Assets Investing 147

FMG

AUGUST 17, 2022

Conversion Financial Services. Based out of St Louis, Missouri, Conversion Financial Services takes advantage of the FMG website engine to create a sleek site with everything you’d expect from the modern websites of today. While it was hard to narrow it down, these ten sites really stood out and wowed us.

Wealth Management 59

Wealth Management Financial Advisor Financial Planning Planning 59

Trade Brains

MAY 25, 2023

Overall, Zerodha means ‘Zero Barrier’ It was started by Nitin Kamath, an Engineer by qualification, in 2010. Zerodha Varsity offers free modules on Technical analysis, fundamental analysis, futures, options, risk management, trading psychology & more. Zerodha is a zero-debt financial services company.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? From the cotton gin to the combustion engine to the personal computer. It’s not fun.

Taxes 280

Taxes Banking Clients Management 280