Nerd's Eye View

AUGUST 8, 2023

In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)

Investments 246

Investments Investing Compensation Planning Financial Advisor 246

Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

Financial Planner 246

Financial Planner Fiduciary Duty CFP Accounting 246

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

Mish Talk

DECEMBER 9, 2022

The indexes for machinery and vehicle wholesaling, loan services (partial), fuels and lubricants retailing, portfolio management, and long-distance motor carrying also moved higher. The indexes for broadcast and network television advertising time sales and for metals, minerals, and ores wholesaling also decreased.

Food 187

Food Transportation Retail Advertising 187

Advisor Perspectives

FEBRUARY 9, 2024

In a stock market driven by highly valued companies, Capital Group portfolio manager Alan Berro prefers to seek out stocks that go on sale. How does he identify them? Research and patience.

Sales 52

Sales Portfolio Management Portfolio Management 52

Harness Wealth

JANUARY 29, 2025

What is the wash-sale rule? Tax-loss harvesting involves a series of steps that allow investors to reduce their tax obligations while keeping their investment goals on track: Identify gains and losses The first step is to review your portfolio to identify both realized gains and unrealized losses. What is the wash-sale rule?

Taxes 52

Taxes Assets Sales Portfolio 52

The Big Picture

NOVEMBER 2, 2023

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication.

Advertising 130

Advertising Portfolio Management Economy Food 130

The Big Picture

JULY 19, 2023

New York Times ) see also Powell Will Find Much to Love in Retail Sales Letdown : The latest report landed with a mixed reception. The firm, Strive Asset Management, is seen “as political over investment oriented,” turning off some investors and limiting its opportunities to grow, according to the letter.

Advertising 130

Advertising Portfolio Management Sales Retail 130

Investment Writing

FEBRUARY 6, 2024

If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. In publications that are not advertising or sales materials, all that is necessary is to use the proper spelling and capitalization of the name of the product. .”

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

International College of Financial Planning

JUNE 5, 2025

What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. So Here’s My Ask If you’re an advisor reading this, take a moment to reflect: • Are you just managing portfolios or helping design lives? • Not someone who quotes Buffett in every second meeting.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Brown Advisory

FEBRUARY 23, 2022

Speakers: Brad Dunn, Portfolio Manager; Brian Copeland, CPA, Tax Manager, Realize Moderator: Meredith Shuey Etherington, Portfolio Manager MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues.

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Planning 52

Brown Advisory

FEBRUARY 23, 2022

Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager. .

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Planning 52

Diamond Consultants

FEBRUARY 11, 2025

Typically, the platform firm provides compliance oversight and access to a wide range of technology providers and investment options, including the option for an advisor to operate as a portfolio manager. Majority Buyers These firms acquire 100% of the advisors business, effectively representing a complete asset sale.

Compliance 52

Compliance Clients Management Estate Planning 52

Advisor Perspectives

MAY 13, 2024

Join Director of Mutual Fund Sales and Portfolio Management Marsha Otto, CFA, and Director of Investments Chris Duncan, CFA, as they discuss why predicting oil prices may not always yield profitable investments, and key characteristics of resilient companies in the volatile energy sector.

Investing 40

Investing Investments Portfolio Management Sales 40

The Big Picture

MARCH 20, 2024

Portfolio management was a lot less evidence-based than it is today. You talked about price to sales ratio; You talked about EBITDA to enterprise value. One of my rookie mistakes in the first version of the book was simply looking at the data and saying, “Well, price to sales has done the best of any single measurement.”

Investing 162

Investing Investments Portfolio Valuation 162

Validea

AUGUST 26, 2022

Our value composite combines the P/E Ratio, Price/Sales, Price/Cash Flow, Price/Book, EV/EBITDA and shareholder yield. Meanwhile, John Lobb, portfolio manager at Insync, told the outlet that many investors are focused on the negative news cycle instead of looking at where the opportunities are. Access the Screen Today.

Investing 59

Investing Investments Valuation Portfolio Management 59

Brown Advisory

FEBRUARY 21, 2022

George Sakellaris, Portfolio Manager of Brown Advisory’s Mid-Cap Growth (MCG) strategy interviews John Kett, CEO of Insurance Auto Auctions (IAA). IAA’s unique platform focuses on the marketing and sale of total-loss, damaged and low-value vehicles. Mon, 02/21/2022 - 08:12. Your browser does not support the audio element.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Random Roger's Retirement Planning

JANUARY 22, 2024

The concept is important for understanding why short sale bans are a bad idea. There is a secondary, more subtle point that relates to portfolio construction and portfolio theory as we discuss here and as I have implemented into client accounts. Here's an interesting Tweet and yes, I am sticking with calling it Twitter/Tweets.

Portfolio 75

Portfolio Accounting Clients Portfolio Management 75

Trade Brains

JUNE 11, 2023

The company is mainly engaged in the sale of hydroelectric power in bulk to various power utilities. With more than 3 decades of experience in capital markets, the company offers all kinds of financial products and services such as equity, derivatives, mutual funds, insurance, and asset portfolio management services. CMP (in Rs.)

Banking 97

Banking Government Financial Services Insurance 97

Validea

JUNE 27, 2023

In an article from Royce Investment Partners , portfolio managers Jim Stoeffel, Brendan Hartman, Jim Harvey, and Kavitha Venkatraman shared where they believe the best opportunities for long-term investments in small-caps are.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

Brown Advisory

MARCH 14, 2023

Time/Long-Term We recently met with the management team of Intuitive Surgical (ISRG). One of our portfolio managers, Ken Stuzin will tell you that none of our holdings are “sacred cows”, but in the same breath he’ll mention that ISRG CEO Gary Guthart is among the very best executives that he’s ever met.

Clients 97

Clients Investing Investments Sales 97

The Big Picture

APRIL 29, 2025

So our analysts and our firm are as important as our portfolio managers. 00:24:18 It’s not necessarily as track to portfolio management. Every team has the, has the ability to seek alpha in its own way. And what we have are very long tenured experienced career analysts.

Management 130

Management Assets Portfolio Insurance 130

Ballast Advisors

NOVEMBER 29, 2022

Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Note The IRS Wash Sale Rule: Now, this doesn’t mean you have to get out entirely, you can sell and replace with similar investments.

Taxes 40

Taxes Portfolio Management Sales Portfolio 40

International College of Financial Planning

JULY 10, 2023

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Brown Advisory

MARCH 14, 2023

Time/Long-Term This morning, we met with the management team of Intuitive Surgical (ISRG), One of our portfolio managers, Ken Stuzin will tell you that none of our holdings are “sacred cows”, but in the same breath he’ll mention that ISRG CEO Gary Guthart is among the very best executives that he’s ever met.

Clients 81

Clients Investing Investments Sales 81

Trade Brains

JANUARY 26, 2024

Its operations cover most of the real estate development, including planning, execution, marketing, management, maintenance, and sales. Best Midcap Stocks With High Net Profit Margin Phoenix Mills Ltd Phoenix Mills Ltd. They have assets in Mumbai, Bengaluru, Chennai, Pune, Raipur, Agra, Indore, Lucknow, Bareilly, and Ahmedabad.

Retail 105

Retail Accounting Assets Management 105

The Irrelevant Investor

OCTOBER 4, 2016

Don't worry about portfolio managers who will come and go, and don't speculate on which manager may be lucky enough or smart enough to outperform the market for a time. per share, including an initial sales charge of 6 percent for its distributors. There are things in life more important than picking stocks.

Communication 52

Communication Portfolio Management Portfolio Management 52

Brown Advisory

SEPTEMBER 1, 2015

During the year through July, retail sales increased only 2.4% E-commerce is especially threatening to retailers, where digital sales totaled $300 billion last year with annual growth of about 15%. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst.

Food 52

Food Portfolio Management Sales Retail 52

The Big Picture

MAY 20, 2025

First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. How do you manage around that 00:38:22 [Speaker Changed] As a disciplined investment shop? So there are four portfolio managers on every strategy at Bridgeway. We have everything documented in detail.

Management 130

Management Numbers Transportation Accounting 130

Good Financial Cents

JUNE 11, 2023

In fact, the only feature that differentiates the free version from Personal Capital’s premium product is their personalized portfolio management. And speaking of tax-loss harvesting, they use this strategy to sell losing stocks, which offsets the gains on the sale of winning stocks.

Management 80

Management Investing Investments Accounting 80

Brown Advisory

SEPTEMBER 3, 2015

China’s annual retail cosmetic sales increased more than 20% from Jan. While leveraging the policy shifts, China Taiping has restructured its sales force and streamlined its incentive structure. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy; Priyanka Agnihotri, Equity Research Analyst. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 52

The Big Picture

DECEMBER 6, 2022

But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. And on top of that, it is still very early because electric vehicles sales doubled into 2021, and that is still 9 percent of total sales. BERRUGA: Yeah.

Clients 162

Clients Investing Investments Management 162

Carson Wealth

AUGUST 21, 2023

Retail sales surged in July and are up 5% over the past three months after adjusting for prices. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Retail sales and food services rose 0.7% That has played out exactly as history suggested.

Marketing 52

Marketing Marketing Economy Retail 52

Trade Brains

SEPTEMBER 14, 2024

500 crores and offer for sale worth Rs. Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. 500 Cr Offer for Sale (OFS) Rs. 277 crores, totalling Rs. 777 crores. 777 Cr Fresh Issue Rs.

Retail 52

Retail Assets Risk Management Management 52

Trade Brains

JUNE 9, 2023

High Net Profit Margin Companies In India : When companies report their annual earnings, they highlight a few factors above others – Revenues, sales growth, and net profits. The company’s slightly fallen in sales, margins, and net profits over the years. 2 HDFC AMC 39,490 1,850 3 Nippon Life India Asset Management 14,772 237.05

Certification 52

Certification Assets Sales Management 52

Trade Brains

JULY 24, 2023

It is also involved in other businesses like alternate investment funds, offshore business, the National Pension Scheme (NPS), and Portfolio Management Services (PMS) Financials Of UTI AMC: CMP ₹ 817 Market Cap (Cr.) ₹ 10,348 EPS ₹ 33.4 But the company has only been able to grow its sales at a CAGR of 1% over the last five years.

Medicine 52

Medicine Sales Assets Management 52