Nationwide Financial

DECEMBER 8, 2022

These diverse leaders will also discuss an innovative recruiting event recently hosted by FARE, which attracted HBCU students from across the country who envision a future for themselves in financial services. What does it take to attract top diverse talent to your firm?

Recruitment 52

Recruitment Financial Services Certification CFP 52

eMoney Advisor

DECEMBER 15, 2022

Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more. While these are only estimates, not forecasts, the numbers seem promising. A Wave of Retirements Expected. That’s up from 22 percent who said the same in early 2020.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

The Big Picture

NOVEMBER 22, 2022

Venture capital, private equity, just were not recruiting for those spaces. Wall Street has been pretty bad at recruiting black talent. RITHOLTZ: So is it safe to say that Wall Street, in general, but alternatives like private equity and venture capital, were not recruiting at historically black colleges and universities?

Recruitment 141

Recruitment Engineering Investing Investments 141

Harness Wealth

AUGUST 31, 2023

Of course, for either role, there are always outliers, and wages can vary based on a number of factors, including geography, as we’ve outlined in two charts below. Accounting Industry Salaries in 2023 When you do have your answer on which team member to hire, you’ll, of course, need to understand if you can afford their salary.

Taxes 59

Taxes Recruitment Accounting Budgeting 59

Diamond Consultants

AUGUST 9, 2022

That is, there are service providers that offer state-of-the-art platforms and support, an ever-growing number of consultants to serve as guides at start-up and longer-term, and a growing pool of capital resources available to advisors seeking working capital, liquidity, or to offset unvested deferred comp that may be left behind.

Compliance 59

Compliance Recruitment Clients Retirement 59

Diamond Consultants

NOVEMBER 15, 2022

Some firms are even willing to reimburse for outstanding note obligations in recruiting deals. And many firms offer creative structures for senior advisors to retire/sunset out and thus “ move once and monetize twice.” I just signed a retire-in-place agreement.”. I’m too old to move.”. I’m part of a big team.”.

Financial Advisor 59

Financial Advisor Clients Recruitment Wealth Management 59

Inside Information

MAY 30, 2023

This is the time of year when the various industry magazines come out with their broker-dealer surveys, listing the ‘top’ BD rankings based on total revenues or the number of ‘producing’ reps. The number of reps gives the FSI the appearance of heft in its primary activity, which is lobbying. What is it lobbying for?

Communication 40

Communication Sales Compliance Insurance 40

Clever Girl Finance

APRIL 29, 2024

Start a side gig for extra income We could all use a little extra cash, whether to pay down debt, increase savings, achieve a financial goal, or retire earlier. Contribute more to your retirement accounts There’s no rule that you have to wait until you’re 65 or older to retire. Haven’t started a retirement account yet?

Budgeting 59

Budgeting Retirement Food Planning 59

The Big Picture

FEBRUARY 21, 2023

If you think about what Vanguard is all about, we sit there each and every day, figuring out how do we help people retire better, put their kids through college, afford that dream home? We were losing market share in the critical retirement, the 401(k) business. So that’s a number I hadn’t seen before. BUCKLEY: Yeah.

Clients 269

Clients Investing Investments Retirement 269

Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Conclusions?

Wealth Management 40

Wealth Management Clients Management Numbers 40

The Big Picture

SEPTEMBER 19, 2023

So I applied to Maryland State retirement. 00:12:53 [Speaker Changed] I think number one, the team, my team at Goldman and the, a broader team even and the team at Maryland are, are some of my favorite people. The acronym for the Hawaii Investment Employ Retirement System or, or words to that effect. New York is number one.

Assets 141

Assets Management Portfolio Investing 141

Indigo Marketing Agency

JANUARY 24, 2024

Taylor is another power icon in the financial world, hosting two top-ranking podcasts: Experiments in Advisor Marketing and Stay Wealthy Retirement Show. Stephanie co-hosts the popular money show Take Back Retirement , where she provides advice geared toward women on the cusp of retirement. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Taylor is another power icon in the financial world, hosting two top-ranking podcasts: Experiments in Advisor Marketing and Stay Wealthy Retirement Show. Stephanie co-hosts the popular money show Take Back Retirement , where she provides advice geared toward women on the cusp of retirement. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Diamond Consultants

OCTOBER 4, 2022

So far, this year has proven that advisors are the real winners as firms have stepped up their games to become attractive landing spots with strong recruitment deals to match. Which firms are winning the recruiting race, and which are losing? Independent firms saw the most success in recruiting— adding 287 advisors on a net basis.

Financial Advisor 52

Financial Advisor Recruitment Wealth Management Consulting 52

Diamond Consultants

DECEMBER 20, 2022

And based on our own experience (as hard numbers are not yet available), that activity continued throughout the second half of the year, despite volatile market headwinds. With recruiting particularly active at Morgan Stanley and UBS, advisors demonstrated that it’s still the right model for many of them.

Recruitment 59

Recruitment Compliance Wealth Management Banking 59

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 286

Consulting Numbers Investing Investments 286

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. And your bio explains how you were recruited to Vanguard. I had a number of relationships that I built up and had another job lined up in New York City. RITHOLTZ: So let’s talk about that.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

OCTOBER 24, 2022

BLS recruits, just like all other organizations, recruits at college campuses. So there are a number of us heading in out of college into the BLS. And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts. And she had a number of standing slots on TV shows.

Portfolio 130

Portfolio Management Assets Investing 130

Good Financial Cents

APRIL 17, 2023

Weekly Paycheck Your earnings for a week will vary depending on the number of hours you work. Save and Retirement Funds Consistently To secure your future, it’s crucial to save for retirement if you earn $20/hour. It will gradually help you create a nest egg for a financially secure retirement.

Budgeting 81

Budgeting Taxes Food Insurance 81

The Big Picture

JUNE 7, 2023

And I as I as someone who has been recruiting in this industry for the past 20 years with my team and we’re working with the biggest, most successful funds in the world, it’s tough. You’ll retire a happy person, your kids. First, focus on putting up the numbers. Andrew Komori, who came out of G.E. Final word.

Management 267

Management Investing Investments Economics 267

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. Or at least the top, pick a number, 30, 40%. Less, 20, 30%?

Management 130

Management Investing Investments Government 130

The Better Letter

FEBRUARY 24, 2022

Before the game, Virginia coach Tony Bennett took the microphone at center court and offered a generous tribute to retiring Duke coach Mike Krzyzewski. ” Bennett also offered a shoutout to Krzyzewski's wife, Mickie, and wished them a “blessed retirement.” We are prone to any number of behavioral and cognitive biases.

Banking 52

Banking Recruitment Retirement Numbers 52

SEI

SEPTEMBER 17, 2022

So I don't know if we have a full quantification yet, because I think it'll be a dynamic, ongoing process, but I think as people monitor our expense numbers and start to look at that unit, you will start to see those expenses coming down. So it kind of seems like that the retirement of Trust3000 is a long ways away. That's helpful.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

JULY 18, 2023

When we go back and look at the team that we had assembled in the early 2000s in the Goldman Sachs distressed trading desk, an extraordinary number of those folks went on to become partners and founders of very successful multi-billion dollar asset management firms. WAGNER: You know there are a number of things that occurred.

Investing 130

Investing Investments Assets Insurance 130

Good Financial Cents

JULY 11, 2022

If you’re unsure what multi-level marketing is, it’s a term used to describe any business model that rewards people for sales and recruiting others to work beneath them. In my post on home-based business ideas that are easy to start , I highlight a number of business opportunities with low start-up costs and plenty of potential.

Financial Advisor 116

Financial Advisor Accounting Insurance Media 116

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. Everybody knew the number but the appraiser. MILLER: The term back then was, here’s a good appraiser, good in air quotes and good translated into making the number. Just keep it fair.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

AUGUST 8, 2022

There’s no corporation that lives its healthy — unless they’re on their way to bankruptcy that lives with single digit equity numbers. RITHOLTZ: And to put some numbers on that, the Internet peak to trough was about 81 percent decline in the NASDAQ comp whereas I think houses fell about 32 percent. RITHOLTZ: Right.

Banking 195

Banking Government Insurance Taxes 195

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. WEINSTEIN: Let me define what we do, because I feel like a fair misconception might be that as a recruiting firm, our job is to help people find jobs. These are big numbers.

Management 141

Management Recruitment Numbers Banking 141

Inside Information

OCTOBER 31, 2022

At the recent Insider’s Forum conference, the number one topic of worried conversation was not the markets, succession planning, or politics. These recruiting challenges will threaten those profit margins that are already under siege in a bear market. But after 40 years, it starts to present some challenges.

Financial Planning 40

Financial Planning Recruitment Clients Planning 40

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. RITHOLTZ: Meaning it would be a recruitment challenge. RITHOLTZ: So like the 40 percent number, what are the odds of this happening? Stocks usually make 10 percent a year, and don’t hold me to any of these numbers. RITHOLTZ: Okay.

Valuation 161

Valuation Investing Investments Numbers 161

The Big Picture

APRIL 25, 2023

And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. They just didn’t do that in big numbers back then. I think the other big misnomer that’s out there is people are fueled by these headline numbers, right? So, I learned a lot from these ladies.

Compliance 152

Compliance Wealth Management Clients Management 152

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! Passive Income is all about protecting your time. Side hustles.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MAY 2, 2023

FOWLER: Yes, I was at LVMH for a number of years, mostly with Louis Vuitton for the first few years. The number one response every single time to this day is for Hodinkee to sell things because they trust us. When it comes to the complexities you are facing, it isn’t just about the numbers. RITHOLTZ: Really very interesting.

Retail 161

Retail Insurance Advertising Numbers 161

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. So then I just started interviewing with companies as they came on, on the, on-campus recruiting to see what, what I could find. 00:03:03 I got rejected at all of them really.

Management 282

Management Investing Investments Economy 282

Aleph

FEBRUARY 11, 2023

I could retire now. Retirement is a bogus post-WWII concept [link] [link] Feb 11, 2023 Have we outgrown a single retirement age? Better if you know that the core meaning is serving Jesus. I have no compulsion to work. I like working.

Banking 59

Banking Government Economics Taxes 59