Inside Information

JULY 31, 2022

Currently there are no minimum standards for competency or ethics for those professing to be financial planners. I’m meeting all the highest ethical standards. Just like medicine or dentistry, law or accounting, this profession is a noble one, and it deserves respect. I’m delivering high quality plans to my clients.

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy.

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? But that is a different kind of approach to portfolio construction.

Assets 152

Assets Investing Investments Portfolio 152

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JULY 4, 2023

When you compare it to law, to medicine, to — RITHOLTZ: Centuries, right. WEINSTEIN: Okay, so medicine, law, consulting, those industries have now over 50% women. And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. Now HBS I think is 52 or 53 percent.

Management 141

Management Recruitment Numbers Banking 141