The Big Picture

MARCH 13, 2024

What data should investors be following for insight into when they will begin? Investors might find it useful to know when is the Fed going to start a new cycle of cutting rates. Why, given what had happened with CPI inflation spiking, why were investors so blindsided by that? How much do they really matter?

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Numbers Insurance Economy Marketing 280

eMoney Advisor

MARCH 22, 2023

And 60 percent of young investors (ages 18–34) began investing after 2020. Although it may be difficult for some advisors to consider serving this not-yet-affluent group, advisory businesses that don’t take steps to target young investors could be missing out on a sizable—and vital—opportunity. million) and Gen Z (67.8

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Brown Advisory

NOVEMBER 10, 2023

Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.

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Investing Investments Portfolio Management Portfolio 52

Nationwide Financial

DECEMBER 6, 2022

Investors have faced a host of financial challenges over the past year—from record inflation, to rising interest rates, to market corrections and rebounds. So it’s no wonder that many investors who are not yet retired are recalibrating their expectations for retirement and their financial future. Terrified” investors seek assurance.

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Clients Retirement Economics Planning 98

Brown Advisory

DECEMBER 5, 2023

ESG, Shorthand, and Shortcuts bgregorio Tue, 12/05/2023 - 12:52 Long-term, performance-focused investors must carefully consider the challenges and opportunities that may impact businesses in the decades to come. Here is an attempt to invoke fundamental investing basics to clarify exactly what we aspire to deliver for our clients.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

Nationwide Financial

JULY 20, 2022

This year, the ninth annual Nationwide Retirement Institute® Social Security Survey, conducted by The Harris Poll, uncovered how recent concerns around COVID, inflation, and market volatility have changed people’s attitudes or actions around retirement planning and Social Security in particular. How planning has changed?

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SEI

AUGUST 2, 2022

Institutional (US). Fueled by our joint study with AGB, our recent three roundtable events were well attended and yielded practical insights for financial professionals within higher education. Sessions were segmented by size to ensure relevant insights and idea sharing. Tue, 08/02/2022 - 12:48. Governance.

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Asset Allocation Budgeting Nonprofit Distribution 52

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) but our minds were more focused on thinking about the losers. You have to survive in order to thrive.

Investing 52

Investing Investments Portfolio Compliance 52

Nationwide Financial

APRIL 19, 2023

As multiple recessionary signs flash red including bank failures, persistent inflation, and ongoing volatility, investors of all ages are increasingly nervous about the state of the markets and economy and what it means for their retirement plans and their ability to save for retirement.

Retirement Planning 96

Retirement Planning Retirement Clients Planning 96

Nationwide Financial

JANUARY 25, 2023

Our recent Advisor Authority survey, powered by the Nationwide Retirement Institute®, helped us discover new trends and shifts in investors’ retirement planning motivations as well as opportunities for financial professionals to help their clients who are approaching retirement. Investors are anxious amid market volatility.

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Retirement Retirement Planning Clients Financial Advisor 116

Brown Advisory

OCTOBER 11, 2022

For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our Impact Report for the Brown Advisory Sustainable Small Cap Core strategy. Institutional Business More recently (i.e.,

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

OCTOBER 11, 2022

For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our Impact Report for the Brown Advisory Sustainable Small Cap Core strategy. Institutional Business. . . . . . More recently (i.e.,

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Validea

APRIL 12, 2023

By Jack Forehand, CFA, CFP® ( @practicalquant ) — We were very fortunate to be able to interview Guy Spier on our Excess Returns podcast last week. What I really enjoyed about our interview with Guy is that we were able to cover many topics that go well beyond investing. Here are my biggest lessons from our conversation with Guy. [1]

Portfolio 80

Portfolio CFP Investing Investments 80

Nationwide Financial

MAY 16, 2023

With more than two-thirds of investors expecting a recession in the next six months, many are adjusting their finances accordingly. Our survey revealed that 78% of investors believe the next recession will be moderately or very severe. KB: Inflation remains a key factor in our broader economic outlook.

Economics 52

Economics Retirement Clients Retirement Planning 52

Steve Sanduski

NOVEMBER 26, 2022

Capitalism doesn’t help with our quest to find that mythical enough. But what if we shift our paradigm from there is never enough and more is better to one where we live in sufficiency? It can come from standing next to a tree and having an insight probably coming from the tree and realizing, I think that came from the tree.

Retirement 72

Retirement Clients Business Planning Investing 72

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. risk associated with each individual investment case) is driving our outcomes – not factors.

Investing 52

Investing Investments Portfolio Accounting 52

WiserAdvisor

OCTOBER 5, 2023

Insights from a recent survey conducted in early July 2023 shed light on the pivotal role of AI in money management among US adults. The survey revealed that 40% of the investors who participated believe AI holds promise as a valuable tool for managing their finances. This can lead to better investment decisions and improved returns.

Management 59

Management Financial Advice Financial Advisor Risk Tolerance 59

Trade Brains

JUNE 20, 2023

The participants in the capital markets include retail investors like you and me along with big institutions such as banks, businesses, insurance companies, and even the government. People or institutions who facilitate such buying and selling of shares are called stock brokers. There are two categories of markets i.e,

Marketing 52

Marketing Marketing Government Investing 52

Trade Brains

NOVEMBER 4, 2023

The concept of algorithm trading has gained immense popularity among investors and traders due to its features that help in swift and hassle-free trading. Adding on to this, SEBI has also issued a circular regarding the guidelines to be followed by stock brokers with the aim of protecting the interests of investors.

Assets 111

Assets Planning Financial Market Retail 111

Cornerstone Financial Advisory

APRIL 3, 2023

Banking Crisis Fears Dim; Markets Rally Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names. 4 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. We seek to avoid climate risks while embracing opportunities for mitigation and adaptation in our sustainable fixed income strategies, using multiple layers of research and analysis in an effort to pursue improved risk-adjusted returns and decarbonize our portfolios.

Portfolio 52

Portfolio Assets Investing Investments 52

Trade Brains

OCTOBER 18, 2022

The life insurance industry will grow at an exceptional rate of 6.6% (in real terms) in 2022, according to the Swiss Re Institute. India’s leading housing finance institution, and abrdn plc (formerly Standard Life Aberdeen plc) a global investment company. We hope that you found this article insightful.

Insurance 52

Insurance Commission Distribution Numbers 52

MazumaBusinessAccounting

NOVEMBER 1, 2022

Take some time to gain more insight as to whether or not your business can make an impact within that industry. Some people prefer to look into reaching out to investors for assistance, while others may consider taking out a loan. In fact, at Vyde we often save our clients more in their taxes than our services cost for an entire year.

Business Planning 52

Business Planning Taxes Startup Accounting 52

MazumaBusinessAccounting

NOVEMBER 2, 2022

Take some time to gain more insight as to whether or not your business can make an impact within that industry. Some people prefer to look into reaching out to investors for assistance, while others may consider taking out a loan. Our business is helping you stay in business. How can you stand out from the competition?

Business Planning 52

Business Planning Taxes Startup Accounting 52

Trade Brains

NOVEMBER 11, 2023

The firm provides its services to equity and fixed-income investment groups, investment pooling vehicles, mutual funds, and separate account institutional clients. Top Indian Stocks Held By Vanguard Group : Vanguard Group, Inc. is an investment management and advising firm. The Vanguard Group has customers all throughout the world.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Trade Brains

JANUARY 24, 2023

What makes it so attractive that investors want to own it despite its problems? times, highlighting the renewed faith of the investors in the company. So far we have read about the history, business, and struggles of the company as part of our fundamental analysis of Suzlon Energy. The cumulative installed capacity grew by 2.8%

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Manufacturing Sales Management Accounting 98

Nationwide Financial

JUNE 5, 2023

A recent survey from the Nationwide Retirement Institute® uncovered topics business owners are looking to discuss including economic pressures and business-specific challenges such as access to capital, the tight labor market, employee benefits, and supply chain disruptions. Many are actively seeking the guidance of a financial professional.

Economics 52

Economics Risk Management Clients Financial Services 52

Sara Grillo

AUGUST 14, 2023

It impacts our reputation (and right now, we have a bad one) as industry and in a broader sense it influences the civility of society. The Transparency Movement is the future of the industry – we welcome anyone who believes in our values to join us. Join our next Transparent Advisor virtual meetup.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Indigo Marketing Agency

DECEMBER 19, 2022

We recommend listening to his Top Advisor Podcast to hear some of his insights and recommendations. Ron is a household name among financial advisors and one of our personal heroes and mentors. Follow Matt on LinkedIn or Twitter for more of his insights. . Check out his Twitter feed here. Ron Carson. Ron Carson…need we say more?

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Big Picture

NOVEMBER 22, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. How can we impact and affect change in our own way? Then you bring the relationships together.

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Recruitment Engineering Investing Investments 143

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. RITHOLTZ: Sure.

Management 215

Management Investing Investments Assets 215

Brown Advisory

MAY 31, 2018

The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI. Nick Zhang, founder and CEO of the Wuzhen Institute, a China-based think tank, shared insights on the geographic dispersion of AI development thus far.

Startup 52

Startup Math Clients Assets 52

Brown Advisory

MAY 31, 2018

The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI. Nick Zhang, founder and CEO of the Wuzhen Institute, a China-based think tank, shared insights on the geographic dispersion of AI development thus far.

Startup 52

Startup Math Clients Assets 52

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. So that was the alternative.

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Investing Investments Numbers Banking 259

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. Our investment philosophy has not changed over time but as our investors know we always challenge what we do and believe there is room to continually improve our process and develop as investors.

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Investing Investments Valuation Clients 52