Management Related Topics 
The Big Picture
SEPTEMBER 16, 2023
This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. Previously, she was CIO at the Employees’ Retirement System of the State of Hawaii, and managing director in the quantitative strategies group at the Maryland State Retirement Agency.
Abnormal Returns
SEPTEMBER 18, 2024
Podcasts Peter Lazaroff talks with Rubin Miller about the complexities of investing. peterlazaroff.com) Bogumil Baranowski talks with Meir Statman author of "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance."
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
AUGUST 28, 2024
Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.
Nerd's Eye View
DECEMBER 31, 2024
Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households.
Advertiser: G-P
This eBook offers the top five business benefits to building a remote, global team, what to expect when handling the logistics of hiring and managing people around the world, and strategies for attracting, engaging, and retaining top talent.
Abnormal Returns
SEPTEMBER 23, 2024
youtube.com) Carl Richards and Michael Kitces talk about managing your firm knowing that market-related revenue declines happen. podcasts.apple.com) Daniel Crosby talks money lessons from Presidents with Megan Gorman who is the founding partner of Chequers Financial Management. kitces.com) The best tool for client retention is trust.
The Big Picture
APRIL 11, 2024
But a small handful of academics had discovered that nearly all active fund managers were not earning their keep. Lots of other active managers did well. But again, there simply wasn’t an easy way to compare professional fund managers performance over the long haul relative to fees commissions and taxes.
Advertiser: G-P
What factors will affect growth, TA, and team management in 2021? From remote work becoming a mainstream way of doing business to talent shortages beginning to change the way companies build their teams, the global workforce will change rapidly this year.
Advertiser: G-P
What factors will affect growth, TA, and team management in 2021? From remote work becoming a mainstream way of doing business to talent shortages beginning to change the way companies build their teams, the global workforce will change rapidly this year. Download the eBook today!
Advertiser: G-P
Employer branding is a long-term strategy that helps companies manage the knowledge and perceptions of current and potential employees, convey the values and characteristics that define your organization’s culture, and promote commitment and pride in belonging to your company’s workforce on a global scale.
Advertiser: G-P
However, while this provides companies with new and exciting opportunities, it also comes with its challenges, one of which is managing employees in various countries. Remote work has opened the doors to hiring the best talent, wherever they may live.
Speaker: Duke Heninger
You’ll walk away with insights into the following: 🔍 Understand the key components of the Fractional CFO Toolkit 🛠 Breakdown of the Six and Two Systems to streamline financial management 🎯 Align financial activities with strategy using the 3S approach 🤝 Enhance the value you deliver with actionable strategies and minimum (..)
Speaker: Chandra McCormack, CPA, MBA, NACD.DC
Seasoned CFO and Board Member, Chandra McCormack, will guide you through: Best practices for accounting and operations to create a strong foundation for financial success 🏆 Building the backbone of the organization and team building with an eye to culture 🛠 Mastering the balance between managing operations and driving growth 💡 (..)
Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth
Professional money management has always seemed to be for a niche group of people when in actuality, almost everyone can benefit from this with the help of the right financial advisor. Personal finance apps vs. professional money management. The importance of fostering inclusion and belonging in money management.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before.
Expert insights. Personalized for you.
306 
Let's personalize your content