Walkner Condon Financial Advisors

FEBRUARY 15, 2024

The nonprofit sector has a path forward, but it needs the help of individuals, institutions, and government to get there. They reported that Gen Z and Millennials are more likely to give charitably to “right the wrongs in society” compared to older generations according to the same donor study. In 2022, the SECURE Act 2.0

Nonprofit 89

Nonprofit Distribution Taxes Government 89

The Big Picture

MAY 7, 2024

Joanne Bradford has had a fascinating career in technology, marketing and finance. Learned how to, how to buy merchandise. And I went to Seattle and called on a little company called Microsoft and learned everything I could about technology. It was, how do you go from business week to Microsoft? It was fun.

Startup 143

Startup Advertising Engineering Numbers 143

Good Financial Cents

DECEMBER 22, 2022

Hire a Robo-Advisor . Final Thoughts on How to Invest 30K. Hire a Robo-Advisor. Index funds have become popular among the FIRE (financial independence, retire early) crowd, and for a good reason. This is the essence of how the stock market works, so it’s no surprise that tracking an index is no different.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Good Financial Cents

OCTOBER 17, 2022

Critics of Robinhood were upset with how the company handled these meme stock rallies. Ad If you are a beginner stock trader or investor, choosing the right stockbroker is super important. The company offers access to traditional financial advisors and extended customer service with 24/7 options. Ads by Money.

Commission 89

Commission Accounting Investing Investments 89

The Big Picture

JANUARY 30, 2024

They’re now over $40 billion. I think they’re the largest independent digital advisor that’s out there. At Futureproof in September, right? That’s right. I was just at a college and I loved the media business, you know, thinking about how did, why did I land at Disney as my first job?

Media 143

Media Wealth Management Investing Investments 143

Fortune Financial

APRIL 13, 2022

In the last decade, technology has evolved at an ever-increasing rate, and with each new development, there are a long list of pros and cons. As we consider how things like artificial intelligence, robotic process automation and virtual reality will affect humanity, these technologies have stormed ahead. Polymetallic Nodules.

Investing 52

Investing Investments Risk Tolerance Financial Advisor 52

The Big Picture

NOVEMBER 14, 2023

Really a fascinating background, and it just goes to show you how broad and flexible the world of finance is, that there are so many different ways you can find yourself in a senior management position in, in this industry. 00:01:15 How does that lead to running a group of quants? It was Mass Financial Services.

Math 130

Math Management Insurance Assets 130

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

One thing that I enjoy about watching the future “Hill Valley” in BTTF Part II is how much some of the more “creative” minds were influenced by their present (1989) when bringing this future to life. Vanguard Information Technology Sector ETF: 192.3% This investing business is pretty easy, right?!?! trillion dollar companies?

Assets 59

Assets Investing Investments Marketing 59

Indigo Marketing Agency

OCTOBER 25, 2019

Preparing to Sell Your Financial Advisory Firm? In this episode, he’ll help us understand how advisors can prepare to sell their financial advisory firm, including: What’s the selling landscape like for advisory firms today? How can advisors plan to get top dollar for their firm? Transcription.

Clients 52

Clients Financial Advisor Planning Numbers 52

Brown Advisory

MARCH 27, 2023

This is how banks generate revenue. A government backstop helps provide confidence and promote stability. The nature of SVB’s client base also played a role in how the bank invested those deposits. Source: SVB Financial Group, Annual Reports 2017-2022. First, financial institutions are more connected than ever.

Banking 90

Banking Economics Insurance Assets 90

Dear Mr. Market

MARCH 11, 2023

For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all. In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year.

Investing 105

Investing Investments Portfolio Assets 105

The Big Picture

MARCH 26, 2024

She, she’s so insightful and so knowledgeable and has such a wonderful perch overseeing, you know, eight and a half trillion dollars of both individual mom and pop investors, advisors. They’re the biggest platform as a custodian for advisors. Well, now I know why. And then, this is a couple years ago now.

Investing 143

Investing Investments Marketing Marketing 143

The Big Picture

OCTOBER 10, 2023

We managed to get him right after his 60 Minutes podcast, and he was completely open and unguarded and talked about everything. So let’s start out talking about how this landed in your lap. He’s, I think it’s the first hike he ever went on, right? He’s a simply nice decent guy, right?

Math 154

Math Numbers Marketing Marketing 154

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. RITHOLTZ: Right. RITHOLTZ: Happy to have you.

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

APRIL 25, 2023

Now, full disclosure, Ritholtz Wealth Management has been around a decade. We also co-invested in an investment recently where we — RITHOLTZ: That’s right. So now I have to disclose that also. You turned out to be the first dual economics financial management major at Quinnipiac. It’s so great to be here.

Compliance 154

Compliance Wealth Management Clients Management 154

The Big Picture

NOVEMBER 21, 2023

Brad Gerstner is a founder and investor in technology startups. I, I’m kind of fascinated by your background, and before we get into what you do, we have to talk a little bit about how you got to where you are today. And, you know, so when he asked me if I’d come be his right hand guy, I had no idea what that meant.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

DECEMBER 26, 2023

Every now and then, he will do a deep dive into things like sentiment or sector rotation. 00:01:07 [Speaker Changed] Yeah, so I, I went to Fairview University undergrad, and it was right, I didn’t put it this way, it was right after the nine, right after 1987 crashed. I, but I managed to jumped my score, right.

Marketing 154

Marketing Marketing Financial Advisor Clients 154

The Big Picture

OCTOBER 3, 2023

If you’re at all interested in that, you’ll find this to be an absolutely masterclass in how legislation is assembled, how it’s shepherded through the house, through the senate, through all the competing interest groups. Barry Ritholtz ] 00:03:53 How did you find your way to the Comex? Oh, really?

Taxes 271

Taxes Banking Clients Management 271

FMG

JUNE 22, 2023

Regardless of which platform you use to market your business, there are always trends that financial advisors can use to boost their marketing success rate. Trends help financial advisors stand out against competitors, produce new ideas and opportunities, and draw attention to your business.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52