Brown Advisory

JANUARY 17, 2024

We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. 12 At Intuit’s Investor Day in September last year, management highlighted the maths within their QuickBooks SME accounting software franchise, whereby any improvement in the success rates (i.e.

Investing 52

Investing Investments Portfolio Accounting 52

Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

Financial Advice 246

Financial Advice Insurance Financial Planning Financial Advisor 246

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. And again, I ended up in the financial services audit practice at KPMG. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. What can I say about Julian Salisbury?

Assets 299

Assets Clients Investing Investments 299

The Better Letter

OCTOBER 20, 2022

It describes “a person’s inability to make sense of the numbers that run their lives.” To do math, neither maturity nor knowledge of human nature and experience are required. Make sure you’ve got your math correct. All that is needed is the ability to perceive patterns, logical rules, and linkages.

Math 81

Math Numbers Banking Medical 81

WiserAdvisor

JUNE 26, 2025

The overlooked cost of retirement: Healthcare expenses Let’s start with a number most people underestimate, by a lot. So, before you mark your last day at work, make sure you’ve done the math on this piece. Run the numbers with uncomfortable scenarios, like: 6% annual healthcare inflation instead of 3%.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. And I realized I have his home number. And at the same time, the dot com bubble collapsed.

Recruitment 147

Recruitment Management Numbers Banking 147

Walkner Condon Financial Advisors

JUNE 2, 2023

CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention. According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field.

Financial Planning 98

Financial Planning Planning CFP Certified Financial Planner 98

The Big Picture

MAY 30, 2023

(ADVERTISEMENT) RITHOLTZ: Let’s talk a little bit about what Operation HOPE does, but I want to start by asking, why don’t we teach financial literacy in school? Number one, a school district is a business. BRYANT: Number two, money is emotional. BRYANT: So money, unlike math, money is highly emotional.

Banking 147

Banking Economics Economy Business Planning 147

Carson Wealth

FEBRUARY 5, 2024

Of course, it’s one thing to get strong numbers, but it’s even better when the data are strong for the right reasons. It measures the number of people aged 25-54 who are employed, as a percent of the total number within this cohort that could potentially be employed. in inflation-adjusted terms in 2023.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. And , you have to do the math by hand. There is an admin charge of about $49k.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. So that’s, that’s number one. Because the claims numbers were better. We got some, you know, ISM services data was a little bit better. Is low, right?

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. I mean, I don’t know if you remember this, but the mobile trading applications we built at at Schwab were on phones that had numbers. People went from freaking out over a quarterly number to, Hey, I have access to this whenever I want.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 147

Numbers Banking Management Marketing 147

Carson Wealth

APRIL 28, 2025

Those numbers could have bulls smiling later in 2025. The math is just Earnings * (Price / Earnings) = Price, since the Earnings parts cancel. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 78

Marketing Marketing Economy Manufacturing 78

The Big Picture

JANUARY 7, 2025

She works as an advisor for a number of LPs and gps and pretty much everybody in between. I flew back again to do interviews and I was blessed enough to get into a number of, of great US Ivy Leagues, but ended up choosing Stanford because even then Barry, I knew I was an entrepreneur at heart. How do you come at them?

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

MAY 16, 2023

Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. He goes, Hey, uh, “Hey, it’s Howard. ” I do the pitch.

Media 290

Media Investing Investments Valuation 290

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? That’s unbelievable.

Taxes 280

Taxes Banking Clients Management 280