International College of Financial Planning

JUNE 5, 2025

What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. So Here’s My Ask If you’re an advisor reading this, take a moment to reflect: • Are you just managing portfolios or helping design lives? • Not someone who quotes Buffett in every second meeting.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

The Big Picture

MAY 20, 2025

First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. How do you bring your work ethic and your sense of accountability into the office? How do you manage around that 00:38:22 [Speaker Changed] As a disciplined investment shop? We have everything documented in detail.

Management 130

Management Numbers Transportation Accounting 130

The Big Picture

APRIL 29, 2025

So our analysts and our firm are as important as our portfolio managers. 00:24:18 It’s not necessarily as track to portfolio management. Again, from a, from a values and and work ethic perspective. I’ve also had the, the, the great opportunity to, to work for some great leaders and, and managers.

Management 130

Management Assets Portfolio Insurance 130

International College of Financial Planning

JULY 10, 2023

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

The Big Picture

DECEMBER 6, 2022

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. And on top of that, it is still very early because electric vehicles sales doubled into 2021, and that is still 9 percent of total sales. BERRUGA: Yeah.

Clients 162

Clients Investing Investments Management 162

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.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

FEBRUARY 28, 2023

When I came up in the industry, when a company would come up for sale, we would have four or five months to research that business, and to do due diligence, and to meet the management team, to build our models. My dad was a business person and had a tremendous work ethic. LAYTON: Yeah.

Clients 147

Clients Assets Investing Investments 147