FMG
OCTOBER 6, 2022
From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. From intuitive event calendars to account administration, Wealthbox and FMG Suite work in sync to give financial advisors more control and flexibility. .
Indigo Marketing Agency
AUGUST 11, 2020
Remember, your prospects don’t necessarily care about the tax strategies you use or the risk analysis software you swear by. The challenge of traditional webinars is that they’re live events. But what I’ve found over the years is that 55% of registrants actually miss the live event and watch the replay instead.
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Brown Advisory
NOVEMBER 15, 2023
Our capital allocation process includes three parts: (1) a payoff versus probability assessment, (2) the integration of our behavioural rules and (3) a portfolio risk analysis. The goal of capital allocation is to improve the risk-adjusted returns of our portfolio.
Risk Management Guru
JANUARY 11, 2022
The clear separation of tasks which is created, does not consider the interrelations existing between some risks, and this implies a lack of coordination between the various functions (Crouhy, Galai and Mark, 2014). ‘Further Thoughts on the Utility of Risk Matrices’ Risk Analysis , 33 (11), pp.2068-2078.
eMoney Advisor
APRIL 13, 2023
3 A platform that can seamlessly snap into your tech stack through integrations with CRM systems, risk analysis software, and other fintech providers can streamline your processes. Established Integrations The majority of firms say a lack of integration among core software applications is their largest pain point.
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. By necessity these models are somewhat looking in the rear-view mirror.
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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