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 (..)

Investing 246

Investing Investments 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 Charitable Planning Estate 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

Trade Brains

JUNE 30, 2025

Promoter stake sales happen when the main shareholders (promoters) sell some of their shares, either in the open market or through special deals. Investors watch these sales closely, as they can mean the promoters want to book profits, raise money for new projects, or meet personal or regulatory needs. 1,170 per share.

Engineering 59

Engineering Sales Wealth Management Manufacturing 59

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

Validea

JULY 3, 2025

Portfolio managers frequently incorporate these securities into income-oriented strategies because of their proven payment history, although historical results don’t ensure continued dividend growth or stock appreciation. Take a Free Trial Today! CVX CHEVRON CORP $147.98 $258,480 17.0 GWW WW GRAINGER INC $1,035.28 $49,734 26.4

Debt Management 52

Debt Management Economics Portfolio Management Distribution 52

Trade Brains

JULY 3, 2025

The shares of Motilal Oswal Financial Services Ltd have seen bullish movement after its subsidiary achieved a significant milestone, as its Assets Under Management (AUM) crossed Rs 1.5 share in net sales of Growth/Equity-oriented mutual fund schemes in FY25, up from 1.9% Its customer base spans ~79 lakh across 200+ Indian locations.

Assets 59

Assets Management Financial Services Distribution 59

Harness Wealth

JANUARY 29, 2025

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. What is the wash-sale rule? The aim is to find investments that have declined in value since purchase, making them suitable for sale. What is the wash-sale rule?

Taxes 52

Taxes Assets Sales Portfolio 52

The Big Picture

APRIL 29, 2025

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. And you know, we’re a, we’re a concentrated manager.

Management 130

Management Assets Portfolio Insurance 130

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

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 Assets 130

The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? 00:02:52 [Speaker Changed] Well, the statistical side definitely comes from my degree and then work as a project manager at MIT. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

Management 130

Management Numbers Transportation Accounting 130

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. Mon, 10/04/2021 - 11:00. An increasing number of investors are seeking to incorporate climate change in their investment calculus.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. market volatility.

Investing 162

Investing Investments Portfolio Valuation 162

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

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

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 Taxes 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 Taxes 52

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investing Investments Accounting 80

Validea

AUGUST 26, 2022

Our value composite combines the P/E Ratio, Price/Sales, Price/Cash Flow, Price/Book, EV/EBITDA and shareholder yield. His firm has begun restructuring portfolios in order to jump on the burgeoning opportunities in the current market, reports an article in Financial Standard. Access the Screen Today.

Investing 59

Investing Investments Valuation Portfolio Management 59

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 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 Estate Planning Management 52

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 Insurance Investing 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

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

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? Prior to getting to Wellington.

Management 162

Management Investing Investments Portfolio 162

Good Financial Cents

NOVEMBER 16, 2022

This online marketplace is for buyers and sellers of investment properties and portfolios, and Roofstock vets its properties through a strict process. It’s also worth noting that you can use the marketplace to sell your home and only pay a final 3% sale fee. Roofstock Marketplace. Roofstock One. Roofstock Institutional Services.

Investing 88

Investing Investments Portfolio Management 88

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 Investing 105

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

Clients 162

Clients Investing Investments Management 162

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

Ballast Advisors

NOVEMBER 29, 2022

Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Just by rebalancing a portfolio you can create capital gains.”. 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

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. Account Manager: An account manager is directly involved in maintaining and nurturing client relationships.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

The Irrelevant Investor

OCTOBER 4, 2016

So in the course of, say, a 60-year investment lifetime, the investors portfolio will have been managed by almost 50 different managers. 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.

Communication 52

Communication Portfolio Management Portfolio Management 52