Abnormal Returns

NOVEMBER 30, 2023

(valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected. etf.com) How much personal trading is too much for a mutual fund portfolio manager? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 233

Financial Advising Portfolio Management Media Economics 233

Abnormal Returns

MAY 22, 2023

(open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? financial-planning.com)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

AUGUST 3, 2023

(advisorperspectives.com) Managed futures are struggling to keep up YTD. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 191

Financial Advising Portfolio Management Economy Media 191

Abnormal Returns

MARCH 21, 2023

(theinformation.com) Fund management Are pension funds finally tiring of private equity? wsj.com) Vanguard is exiting the Chinese fund management market. etftrends.com) Portfolio management still has a gender problem. etf.com) Economy Every index/measure of financial conditions has problems.

Startup 130

Startup Financial Advising Banking Portfolio Management 130

Abnormal Returns

JULY 29, 2022

Strategy John Rekenthaler, "Avoid portfolio managers who claim to know how “this time will be different.” abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? It probably won’t be. Even if it is, it may not match their expectations." Then check out our weekly e-mail newsletter.

Startup 130

Startup Financial Advising Portfolio Management Economy 130

WiserAdvisor

APRIL 12, 2024

Delegating routine tasks such as administrative duties, client communications, and portfolio maintenance to competent support staff can free up valuable time for client-facing activities, such as meetings. Evaluate your current commitments, including client meetings, research, portfolio management, and administrative tasks.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? Management appreciates those who can take a tough subject and explain it to them. Jan 10, 2023 CFP?

Math 59

Math Assets Government Banking 59