International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

International College of Financial Planning

JULY 10, 2023

If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Brown Advisory

DECEMBER 5, 2023

The origin story of the term “ESG” therefore directly ties environmental, social, and governance know-how to: management quality, competitive position, risk management, shareholder value, new markets (growth), and brand reputation. ESG legislation is winding its way through political processes in many U.S.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

The Big Picture

JANUARY 9, 2024

It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. And that’s kind of a terrible way to do almost everything in like regulated financial markets.

Retail 130

Retail Banking Math Management 130

The Big Picture

DECEMBER 6, 2022

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S.

Clients 154

Clients Investing Investments Management 154

Sara Grillo

NOVEMBER 14, 2022

If you didn’t want equity risk tied to your income, you would structure the portfolio for cash flow using fixed income, which has interest rate risk. Macchia says this is ignoring longevity risk. Salaske says this isn’t right from a longevity standpoint and that is should instead be managed on a total return basis.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

Investing 130

Investing Investments Valuation Portfolio 130