Abnormal Returns

MARCH 13, 2023

peterlazaroff.com) Daniel Crosby talks with Eben Burr, who is the President of Toews, about risk management. papers.ssrn.com) The biz What will become of SVB's Boston Private wealth management arm? riabiz.com) Wealth management startup Masttro raised $43 million to address family offices.

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. 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.

Assets 143

Assets Management Portfolio Investing 143

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

Investing 52

Investing Investments CFP Financial Advisor 52

Good Financial Cents

AUGUST 12, 2023

The major limitation of active income is its direct correlation to time; you can only work a certain number of hours in a day, thus capping your earning potential. Whether it’s the stability of government bonds or the potential high returns of startup investments, these choices should reflect the individual’s unique circumstances.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

The Big Picture

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. I was employee number one in London. RAMPULLA: Yeah.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

The Big Picture

JANUARY 9, 2024

But no, it was a, it was a scary time and it was, you know, there were, there were like a number of layoffs, you know, there were a couple rounds of layoffs in, you know, within my first two years at Goldman and I didn’t get laid off and I was like, oh, okay, I’m probably safe for a while.

Retail 130

Retail Banking Math Management 130

Trade Brains

MAY 25, 2023

Here are a few of the famous awards won by Zerodha recently: — ET Startup of the Year (2020) — National Stock Exchange (NSE) “Retail brokerage of the year 2019” (& 2018) — Outlook Money “Retail broker of the year 2017” — Ernst & Young “Entrepreneur of the year (Startup) 2017” 2.

Investing 98

Investing Investments Accounting Education 98