SEI

SEPTEMBER 6, 2022

Traders Magazine: SEI EVP Sandy Ewing Expects Tighter Regulation and Reporting Obligations. Traders Magazine: SEI EVP Sandy Ewing Expects Tighter Regulation and Reporting Obligations. Sandy Ewing chats with Traders Magazine. mmccloskey1. Tue, 09/06/2022 - 14:08. Regulation. Media mention. Tue, 09/06/2022 - 14:00. Media mention.

Media 52

Media Financial Services 52

The Big Picture

MARCH 4, 2023

We’ve learned to make “machines that can mindlessly generate text.” ( New York Magazine ) • All You Touch and All You See: ‘Dark Side of the Moon’ at 50 : A half-century ago, Pink Floyd unleashed a classic that still lingers on the Billboard charts and in college dorms to this day. Beshara Magazine ) • Can Gary Gensler Survive Crypto Winter?

Food 270

Food Consulting Assets Management 270

The Big Picture

OCTOBER 16, 2022

It led to a magazine, which turned into a major hub for the nascent community of developers and fans of one of the most important computers in history. This is pretty mind-blowing: a podcast that is entirely generated by artificial intelligence where Joe Rogan interviews Steve Jobs.

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343

The Reformed Broker

SEPTEMBER 20, 2023

Kristen Oliveri wrote this at the new Crain Currency – a magazine covering family offices and wealth management – yesterday afternoon: Enter Future Proof: a wealth management festival that’s decided to shake things up.

Wealth Management 220

Wealth Management Management 220

The Big Picture

NOVEMBER 4, 2023

New York Magazine ) • Medicine’s Endgame: The past, present, and future of cell-based therapy : Cell-based therapies sound like science fiction. NYT Magazine ) • These Moons Are Dark and Frozen. What does he really want? ( The answers show why the country’s aquifers are in trouble. ( Their Neighbors Sought Revenge.

Medicine 294

Medicine Startup Engineering Manufacturing 294

Abnormal Returns

MARCH 17, 2024

ft.com) Strategy Why you can ignore all the magazine cover commentary. Markets Market valuations aren't that helpful in the short term. tker.co) The U.S. yield curve has been inverted for a record amount of time. downtownjoshbrown.com) Why it's so hard to profit from a big trend, like AI.

Financial Advising 248

Financial Advising Commission Valuation Consulting 248

NAIFA Advisor Today

JANUARY 17, 2024

NAIFA CEO Kevin Mayeux , CAE, was named one of the “Top 10 Most Influential People in Insurance” by CIO Views magazine. Among his achievements cited by the magazine is Mayeux’s leadership of NAIFA’s transformation into a modern, forward-looking association.

Insurance 111

Insurance Management 111

The Big Picture

FEBRUARY 8, 2024

Time magazine named him to their “100 most influential people in the world” in 2013. Since inception, Greenlight has generated about 13% annually, and ~290o% total return versus the S&P500’s 1117% total and 9.5% annual returns.

Banking 193

Banking Investing Investments Marketing 193

SEI

JANUARY 29, 2024

The road ahead: SEI’s Womack shares practical tips for advisers keen to ensure a forward-thinking client proposition.

Clients 52

Clients 52

The Big Picture

FEBRUARY 2, 2023

PC Magazine ) • Want a well-trained dog? Quanta Magazine ) Be sure to check out our Masters in Business next week with William Cohan , M&A investment banker at Lazard Frères, Merrill Lynch, and JP Morgan Chase. Now, regular folk are outsmarting the pros. Start with a better-trained human.

Valuation 271

Valuation Banking Assets Investing 271

SEI

JANUARY 25, 2024

Advisors must connect with clients today to prepare for tomorrow.

Tax Planning 52

Tax Planning Financial Advisor Taxes Planning 52

The Big Picture

MARCH 22, 2024

She has been named best market strategist by Kiplinger Personal Finance and one of SmartMoney magazine’s Power 30. This week, we speak with Liz Ann Sonders , managing director and chief investment strategist at Charles Schwab & Co , with $8.5 trillion on its platforms.

Investing 173

Investing Investments Economics Management 173

The Big Picture

SEPTEMBER 9, 2022

American magazine Sports Car International named it number 9 on its list of Top Sports Cars of the 1960s. Dual air vents in its hood, chrome fender vent spears, and what looks like the longest bonnet ever made created a unique design for this Maserati V8 grand tourer.

Manufacturing 290

Manufacturing Numbers Sales 290

Wealth Management

MAY 31, 2023

Do AI Chatbots Dream of Digital Wealth Management?

Wealth Management 57

Wealth Management Management 57

Norman Marks

APRIL 18, 2024

My congratulations to David Dufek for his recent article for the IIA’s Internal Auditor magazine, Building a Better Auditor: Be Lazier. He makes several excellent points, but misses one: it can take hard work to be what he calls “the good kind of lazy”. He says, and I agree with him: Being the good kind of […]

Government 49

Government 49

NAIFA Advisor Today

JANUARY 4, 2024

The final 2023 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release. If you are not a NAIFA member, join us today !

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105

Abnormal Returns

MAY 15, 2023

qz.com) Strategy A magazine cover gone wrong, the case of Cisco Systems ($CSCO). Energy Gasoline prices are down some 30% from their peak (axios.com) European natural gas prices are below pre-war levels. ritholtz.com) Models are always a starting point, not an end in themselves. awealthofcommonsense.com) Companies How Sea Ltd.

Financial Advising 205

Financial Advising Media Food Startup 205

The Big Picture

SEPTEMBER 9, 2023

She was named to Chief Investment Officer Magazines’ 40-Under-40, as well as winning the 2017 Industry Innovation Award, and a Power 100 member in 2019. Be sure to check out our Masters in Business next week with Elizabeth Burton , Managing Director and Client Investment Strategist at Goldman Sachs Asset Management.

Engineering 319

Engineering Management Portfolio Assets 319

The Big Picture

MAY 30, 2023

PC Magazine ) • Is It Real or Imagined? The net effect of using this tactic seems to have been to make the U.S. look like a dysfunctional clown show in front of our allies, at a time when we need to be projecting an image of dependability. How Your Brain Tells the Difference. Vox ) • Football bonded them.

Manufacturing 242

Manufacturing Marketing Marketing 242

The Big Picture

AUGUST 5, 2022

Quanta Magazine ). . • Life Helps Make Almost Half of All Minerals on Earth : A new origins-based system for classifying minerals reveals the huge geochemical imprint that life has left on Earth. It could help us identify other worlds with life too. citizens. Likely Didn’t Slip into Recession in Early 2022 Despite Negative GDP Growth.

License 281

License Economics Banking Economy 281

The Big Picture

MAY 20, 2023

The Atavist Magazine ) • The “return to the office” won’t save the office : The so-called “return to the office” has been underway for a while now, and it’s a bit of a mess. And in 1905, Captain Johnson ran it aground just outside St. Sweden’s solution is unique. That’s unlikely to change anytime soon.

Transportation 288

Transportation Education 288

SEI

NOVEMBER 3, 2023

Advisors must incorporate cloud into their M&A strategies to meet client needs.

Financial Advisor 52

Financial Advisor Clients 52

SEI

DECEMBER 6, 2023

Collaboration is key to creating better outcomes for consumers.

52

52

NAIFA Advisor Today

JUNE 14, 2023

Additionally, Joe is a Founder of the Insured Retirement Institute and was featured on the cover of Life Insurance Selling Magazine. He was also honored by Irish America magazine as one of the “Top 50 Irish Americans on Wall Street.”

Financial Services 93

Financial Services Insurance Retirement 93

The Big Picture

AUGUST 22, 2022

A society with murky goals whose selling point is superiority is not a healthy place to find it.” ( New York Magazine ). • New York Magazine ).

Food 297

Food Manufacturing Government Retirement 297

A Wealth of Common Sense

JANUARY 23, 2024

” A magazine editor dubbed Edison “the most difficult husband in America.” Thomas Edison was once called, “the world’s greatest investor and the world’s worst businessman.” ” No one has it all, I guess. Edison helped push forward the light bulb, phonograph and motion picture camera.

Accounting 86

Accounting 86

The Big Picture

AUGUST 4, 2022

Quanta Magazine ). . • Two Weeks In, the Webb Space Telescope Is Reshaping Astronomy In the days after the mega-telescope started delivering data, astronomers reported exciting new discoveries about galaxies, stars, exoplanets and even Jupiter. What’s the Deal With Water Bottles? Food Inflation Is Rampant Around the World.

Economy 269

Economy Startup Economics Banking 269

NAIFA Advisor Today

SEPTEMBER 21, 2023

In the current issue of InsuranceNewsNet magazine , Nou explains, "Our profession pays you well and also allows you to give back in a way that makes you feel aligned. It really has helped me achieve my American dream, but I’m not finished.

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105

The Big Picture

AUGUST 6, 2022

Hakai Magazine ). • One of TikTok’s Biggest Stars Roasts Dudes for Their Misogyny, Racism, and Fatphobia Drew Afualo is using trolls’ tactics against them and giving her 7.5 . • The Controversial Plan to Unleash the Mississippi : Our long history of constraining the river through levees has led to massive land loss in its delta.

Engineering 278

Engineering Economics Food Numbers 278

The Irrelevant Investor

NOVEMBER 6, 2022

He told Josh and I that he was in the process of reading every issue that Time Magazine had ever published, starting in 1923. At the time, Scott was running an asset management company, but the thing that hit me had nothing to do with his day job. The post The Fingerprints of History appeared first on The Irrelevant Investor.

Assets 143

Assets Management 143

NAIFA Advisor Today

MARCH 7, 2024

The current 2024 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release. If you are not a NAIFA member, join us today !

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52

Norman Marks

APRIL 4, 2024

I congratulate José David Pino for his brave attempt to call attention to ineffective risk management in his article for the IIA’s magazine, On the Frontlines: How Mature is Your Risk Management?

Risk Management 45

Risk Management Management Compliance Government 45

The Big Picture

MARCH 18, 2023

New York Times Magazine ) • Behind the Show for Man’s Best Friend Lurks a Ruthless Competition : “You get cliques, you get jealousy, you get arguments. ( Slate ) see also How Not to Cover a Bank Run : When financial panic looms, reporters need to stick to the facts. ( was responsible for two phenomenally destructive innovations.

Banking 295

Banking Economics Education Management 295

The Big Picture

JANUARY 5, 2024

He explains the genesis of the special Business Week edition “ What is Crypto ,” where he took over the entire magazine for a week to delve deep into Bitcoin, Blockchain, FTX, and all things crypto. And, we discuss why (lol) everything is Securities Fraud, and as a corollary, why everything is Insider Trading.

Education 180

Education Management Investing Investments 180

Wealth Management

NOVEMBER 7, 2023

has been called the “Oracle of Outsource” by Pension & Investments magazine for his work pioneering the “outsourced chief investment officer” business model for families and institutions. Jonathan Hirtle, founder and chairman of Hirtle, Callaghan & Co.,

Investing 67

Investing Investments 67

A Wealth of Common Sense

NOVEMBER 12, 2022

“Everything in life is founded on confidence.” – Ivar Kreuger On October 28, 1929, Swedish businessman Ivar Kreuger appeared on the cover of Time Magazine. He was the most talked about person in the United States at the time because he was rich, powerful and mysterious.

Sales 119

Sales 119

The Big Picture

SEPTEMBER 15, 2023

She was named to Chief Investment Officer Magazines’ 40-Under-40, as well as winning the 2017 Industry Innovation Award, and a Power 100 member in 2019. ( BBC ) • Kevin McCarthy Dares GOP Critics to Try to Oust Him : House speaker is working to avert a government shutdown. could hardly have believed possible. (

Wealth Management 257

Wealth Management Management Investing Investments 257