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CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

Number 8860726. Moreover, 48% said they would like customized portfolio allocation strategies, and 46% are looking for secure custody and asset protection recommendations. Among investors who have yet to allocate money to these assets, 54% said they were most attracted by potential portfolio diversification.

Assets 278
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Takeaways From Day 1 of Wealth Management EDGE

Wealth Management

Number 8860726. The panels centered around a general theme of growth, whether how to diversify portfolios to grow, strategies to boost AUM and clients and AI best practices to improve an advisors' business. " Smith, who went from a zero-star high school recruit to Heisman Trophy-winning quarterback and No.

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Number 8860726. For advisors worried about reaching the next generation of investors, Quinn carried out its user validation testing in what has become the traditional, if labor-intensive, route for Silicon Valley-type direct-to-consumer startups: recruiting thousands of test users at college campuses and through social media.

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Weekend Reading For Financial Planners (July 1-2)

Nerd's Eye View

Also in industry news this week: Concerned about the (insufficient) frequency of its examinations of RIAs, an SEC committee has recommended that the regulator allow third parties to conduct these examinations and to request Congressional authorization to charge investment advisers under its purview a ‘user fee’ that would provide steady (..)

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Top Indian Stocks Held By JP Morgan – Portfolio Analysis!

Trade Brains

Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. MRL exported tires to a number of nations, including the United States, the Middle East, Pakistan, and Afghanistan. Market Cap (Cr) 47,415 EPS (Rs) 38.09

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing?

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. Jenison launched way back in 1969 as a growth equity shop.