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 have others who do them every time changes happen with tax laws or IRA rules and they need to get information out quickly. .
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Brown Advisory
AUGUST 14, 2023
Before making any new investment, we analyse that potential new idea’s contribution to total portfolio risk with the aim of lifting stock-specific risk. ROIC calculations presented use LFY (last fiscal year) and exclude financial services. The internal rate of return (IRR) is a measure of an investment’s rate of return.
Brown Advisory
OCTOBER 11, 2021
Investors should pay particular attention to the risk factors described in the Memorandum pertaining to an investment opportunity. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. An index constituent must also be considered a U.S.
Brown Advisory
OCTOBER 11, 2021
Risk-for-risk” analysis to funding capital. Investors should pay particular attention to the risk factors described in the Memorandum pertaining to an investment opportunity. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure.
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