The Big Picture

JULY 29, 2024

There are few people who have her unique insights into the inside baseball of what drives change in actual wealth management, not only working with FINRA and the SEC on the regulatory side and working on the technology side, but having some insight into behavioral finance and understanding what advisors need to help their clients obtain their goals.

Clients 144

Clients Portfolio Financial Advisor Investments 144

The Big Picture

MAY 7, 2024

Joanne Bradford has had a fascinating career in technology, marketing and finance. She was Chief marketing officer at SoFi. One side were the writers, one side were the ad salespeople. They paid the ad salespeople. And I sold ads to people like Hewlett Packard and Cisco when they had a hundred employees.

Startup 144

Startup Advertising Engineering Numbers 144

Brown Advisory

JANUARY 4, 2016

In 2013, she applied it to the small number of privately held companies with a market value over $1 billion to denote their rarity. To a certain extent, the Federal Reserve’s zero-rate monetary policy has fueled the flow of money into higher-risk asset classes, since “safe” assets have been priced to yield only meager returns.

Investments 52

Investments Investing Numbers Valuation 52

The Big Picture

AUGUST 8, 2022

And by the end of the first year, I kind of knew a new language like I — and it was all much more interesting because there was interactions with people and equilibrium and all of that. So, that all — I was totally in the sort of finance bubble, first kind of market microstructure, trading mechanism. RITHOLTZ: Right.

Banking 201

Banking Government Insurance Taxes 201

Harness Wealth

APRIL 6, 2023

Tax Benefits of QSBS Eligibility Requirements for QSBS Benefits States Conforming with the QSBS Tax Exclusion How to Claim a QSBS Exclusion or Deferral QSBS and 83(b) Elections QSBS and Alternative Minimum Tax (AMT) Strategies for Planning a QSBS Investment Potential Risks and Pitfalls of QSBS Frequently Asked Questions What is QSBS?

Startup 52

Startup Taxes Investments Investing 52

The Big Picture

OCTOBER 31, 2023

Michael Carmen is co-head of private Markets at Wellington Management. We entered the liquid alts market with hedge funds back in 1994, and we entered the private market in 2014 with my product in late stage growth. And now we’ve added privates to that. Wellington’s a fascinating company.

Management 157

Management Investments Investing Portfolio 157

Good Financial Cents

JULY 3, 2023

Ads by Money. We may be compensated if you click this ad. If you had invested into the stock market in 2008, your Roth IRA probably paid closer in the -30% range. Large-cap stocks historically offer average rates of return ranging from 7% to 10% , but they come with higher risks.

Retirement 77

Retirement Taxes Accounting Investments 77

Midstream Marketing

AUGUST 13, 2024

Key Highlights A good marketing plan is important for financial advisors. This guide shows key strategies to build a financial advisor marketing plan. These include finding your target audience and using social media, as well as offline marketing methods. In a busy market, financial advisors must use marketing.

Financial Market 52

Financial Market Planning Marketing Marketing 52