FMG
OCTOBER 6, 2022
Technology is one of the most important components of a financial advisor’s business. From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. What are some advantages of a CRM?
Indigo Marketing Agency
AUGUST 11, 2020
Time is money in the financial services industry. Remember, your prospects don’t necessarily care about the tax strategies you use or the risk analysis software you swear by. I recommend automated webinars for financial advisors. The challenge of traditional webinars is that they’re live events.
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Brown Advisory
AUGUST 14, 2023
We have twice seen British Sterling spike up as a factor risk on one-off non-repeatable issues: Brexit in 2016 and the mini-budget fiasco in 2022. Both “risks” faded in the models quickly; the events had already happened. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.
Brown Advisory
OCTOBER 11, 2021
Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. This can mean liquidity is less available initially and comes later in the fund life from distributions when companies are sold or other types of liquidity events occur after the companies grow and mature.
Brown Advisory
OCTOBER 11, 2021
Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. This can mean liquidity is less available initially and comes later in the fund life from distributions when companies are sold or other types of liquidity events occur after the companies grow and mature.
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