The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

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Investments Investing Valuation Portfolio 130

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Harmonizing the two sides to solve the American retirement crisis. Let’s talk about it.

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Insurance Retirement License Financial Advisor 59

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.

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CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JUNE 10, 2025

And, and then what we’re having is this interesting debate is, so, okay, so go back, I’m a port, you know, think about an active portfolio manager saying, wait a second, these indexes are eating my lunch. And oh yeah, the economy’s collapsing, but I have healthcare and retirement. I’ll be okay.

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Assets Management Portfolio Investments 147

International College of Financial Planning

JUNE 5, 2025

What This Means for Advisors We cant just be portfolio managers anymore; we need to evolve into kinda life architects. The future of wealth management belongs to those who can blend data with meaningful conversations, strategy with heart, and ethics with empathy. Not someone who quotes Buffett in every second meeting.

Wealth Management 52

Wealth Management Management Certified Financial Planner CFP 52

The Big Picture

JANUARY 14, 2025

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. And I’ve interviewed hundreds if not thousands of portfolio managers and worked with develop many strategies of my own. I was doing all the, pulling all the ways to get things to go as fast as possible.

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Management Investments Investing Assets 147

The Big Picture

APRIL 8, 2024

00:19:54 [Speaker Changed] So you retired if it’s not working and you move on to the next that. He helps portfolio managers make sense of the world. Prince of a person, a great intellect, a very serious investor, a good macro guy, but a real stock person and, and he was very helpful to me in culture ethics.

Economy 147

Economy Clients Banking Economics 147

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. I could retire now. Better if you know that the core meaning is serving Jesus. I have no compulsion to work.

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Banking Government Economics Taxes 59