Trade Brains

JANUARY 22, 2024

In 2002, the Company formed a technical collaboration with Cummins Engineering & IT Arm. The Company’s Marquee list of clients includes Airbus , McLaren , Honda , Ford , and a new energy vehicle Company called VinFast. These anchor clients contribute to 40% of the Company’s revenue.

Planning 119

Planning Engineering Manufacturing Clients 119

Fortune Financial

OCTOBER 1, 2022

Since 2002, overall carloads on Union Pacific’s network have declined by a bit less than 1% per year, but Union Pacific’s revenues per car have increased 4% per year. Note: Clients of Fortune Financial Advisors, LLC own shares of Union Pacific, CSX, and NSC.

Transportation 94

Transportation Financial Advisor Numbers Economics 94

Trade Brains

JULY 27, 2022

The government sold 25% of its stake in 2002, as per its divestment plans. Dabur, HCL, Federal Bank, Indiabulls, Aditya Birla, Spicejet, and HP Petrofac are some of its clients. Keep reading to find out! Tata Communications. Tata Communications, formerly Videsh Sanchar Nigam Ltd. VSNL), is a leading global digital ecosystem enabler.

Communication 113

Communication Engineering Media Government 113

Indigo Marketing Agency

FEBRUARY 27, 2024

Created in 2002, UVI RTPark is a rapidly growing economic development program specializing in technology and knowledge-based business attraction in the United States Virgin Islands (USVI). Every year he hosts a Valentine’s Day dinner for his single/widowed female clients. That is a holiday that often they would be alone.

Financial Advisor 52

Financial Advisor Clients Tax Planning Wealth Management 52

Steve Sanduski

DECEMBER 15, 2022

Michael Bradley founded Bradley Wealth in 2002. “Investing in technology has really been paramount to providing a seamless client experience,” Michael says. But after the 2008-09 Financial Crisis, Michael decided that he wanted to take more control over the outcomes he was providing for his clients.

Financial Advisor 52

Financial Advisor Planning Clients Investing 52

Trade Brains

JANUARY 24, 2024

Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). of the Assets Under Management (AUM) originate from clients above Rs 50 Crores. of clients fall under the Rs 0.5

Wealth Management 59

Wealth Management Clients Distribution Assets 59

Brown Advisory

JULY 17, 2017

His business career took off in Beijing in 2002, following a distinguished tenure at TIME magazine, where he became the youngest senior editor and foreign editor in the magazine’s history. Still, he began his talk and introduced the origins of his book with an anecdote of what he referred to as “an $800 million dollar mistake.”

Clients 52

Clients Media Consulting Investing 52

Brown Advisory

JULY 17, 2017

His business career took off in Beijing in 2002, following a distinguished tenure at TIME magazine, where he became the youngest senior editor and foreign editor in the magazine’s history. Mon, 07/17/2017 - 16:18. Ramo is currently the co-CEO of Henry Kissinger’s consultancy firm and a board member of Starbucks and FedEx.

Clients 52

Clients Media Consulting Investing 52

The Irrelevant Investor

JANUARY 31, 2017

In his last year, 2002, he paid his brokers $14.3 He said, "Returns, although respectable, had declined in 2001 and 2002. At 20 basis points, on average, Vanguard's clients pay $6 billion in fees. At 2%, hedge fund clients pay $60 billion in fees.

Assets 52

Assets Clients Investing Investments 52

Brown Advisory

SEPTEMBER 12, 2016

But saving tax is not the only objective— clients also need to know that their financial security is assured and that the long-term stewardship of family assets will be wise. Explaining the technicalities is often only a modest help to clients. As previously mentioned, gifts of interests in FLPs are a timely example.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

But saving tax is not the only objective— clients also need to know that their financial security is assured and that the long-term stewardship of family assets will be wise. Explaining the technicalities is often only a modest help to clients. As previously mentioned, gifts of interests in FLPs are a timely example.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Aleph

JUNE 13, 2022

Well, finally the bear market… at 3/31/2002 the S&P 500 was priced to return a trice less than zero in nominal terms. Full disclosure: long TLT for clients and me. Image credit: All images belong to Aleph Blog. After the pasting the market received today, that figure is 3.57%/year nominal (not adjusted for inflation).

Government 52

Government Banking Economy Marketing 52

Trade Brains

MARCH 16, 2023

The company has been able to develop a long-standing relationship with clients like PWD, NH, (Morth), BBMP, KBJNL, VJNL, KIADB, DHUDA, KPWP & IWTD, and various local bodies. The Company comprises an experienced management team and a promoter with over 25 years of experience which helps them deliver high levels of client satisfaction.

Government 52

Government Clients Engineering Management 52

Brown Advisory

SEPTEMBER 6, 2022

At the end of the day what is the difference to the client of a barrel of oil from Royal Dutch Shell or one from BP? This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Investing 52

Investing Investments Insurance Ethics 52

The Big Picture

JANUARY 21, 2025

But today, you know, a lot of brokers, you know, whether they’re with the big full service brokerage firms now have advisory accounts that they flog to clients where they can buy ETFs. I did it in 2000, 2002. And one of the common conversations is, I have a client, he’s got millions of dollars invested.

Investing 147

Investing Investments Management Retirement 147

Investing Caffeine

JANUARY 3, 2023

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article. Here’s a summary of the S&P 500’s worst years over the last eight decades: 2008: -38.5% 2022: -19.4%.

Economy 59

Economy Transportation CFP Investing 59

Random Roger's Retirement Planning

DECEMBER 12, 2024

Blackrock (client holding) has some thoughts about how much Bitcoin is reasonable to hold. The Technology Sector SPDR (XLK) peaked out in $60 in 2000 and it bottomed in 2002 at $12. How much risk would you say you have, if you owned Tesla via client holding XLY? The tech sector isn't going to zero. Today, that fund is at $240.

Portfolio 52

Portfolio Numbers Clients Retirement 52

Brown Advisory

OCTOBER 28, 2021

Michele became the first African American female host on NPR in 2002, and co-hosted the network’s flagship program, All Things Considered, until 2013. She is now an opinion columnist at The Washington Post. In 2010, Michele launched The Race Card Project, asking people to share their thoughts about race in six words.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

Michele became the first African American female host on NPR in 2002, and co-hosted the network’s flagship program, All Things Considered, until 2013. She is now an opinion columnist at The Washington Post. In 2010, Michele launched The Race Card Project, asking people to share their thoughts about race in six words.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Random Roger's Retirement Planning

SEPTEMBER 18, 2024

Even before that, a story I've told many times, when I was at Fisher Investments in 2002 there were a couple of guys who talked about getting a return equal to the S&P 500 by shorting Nikkei Futures with just 2% of the portfolio and 98% in cash. QGMIX is a client and personal holding. Is it close enough far more often than not?

Portfolio 52

Portfolio Management Clients Investing 52

Brown Advisory

JUNE 16, 2022

GAAP in 2002 7. It reminds us of Scott McNealy, then CEO of Sun Microsystems, venting his frustrations at an investor conference post-internet bubble bursting in early 2002 (see below). Having invested during the last tech boom 20 years ago, we vividly remember the uproar as the U.S.

Investing 52

Investing Investments Accounting Valuation 52

The Big Picture

OCTOBER 15, 2024

And so, so, so what happened was, you remember like in late 2002, you had like five, 6% interest rates and, and, and it rates started to fall. I think, I think they’re still learning every, every week from clients about how to serve ’em better. And then, and then and then you build and you iterate with clients.

Government 147

Government Electronics Engineering Management 147

Brown Advisory

MAY 10, 2022

The Sarbanes-Oxley Act of 2002 elevated debates around corporate responsibility and enhanced the integrity of financial reporting. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives.

Government 52

Government Investing Investments Clients 52

Park Place Financial

JULY 6, 2022

Texas Legislature offered several benefit increases in the 1980s and 90s when the debt was lower, but no increases have occurred since 2002. As fiduciaries, we hold ourselves to a high standard of ethics and continually put our clients’ needs and wishes above our interests. RELATED BLOG POSTS.

Retirement 52

Retirement Retirement Planning Certified Financial Planner Ethics 52

Validea

NOVEMBER 29, 2023

Over the last 25 years, we have seen four bear markets (1999-2002, 2008-2009, 2020, 2022) and numerous market corrections (10% losses). Explain it to me in a way a financial advisor might explain it to a client. And yet a $100,000 investment in the S&P would be worth just shy of $700,000 today.

Investing 64

Investing Investments Risk Tolerance Financial Advisor 64

Brown Advisory

MAY 10, 2018

Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? Should we brace for the impact of the infamous 1930 Smoot-Hawley Tariff Act, which led to a contraction in global trade and exacerbated the Great Depression?

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? Should we brace for the impact of the infamous 1930 Smoot-Hawley Tariff Act, which led to a contraction in global trade and exacerbated the Great Depression?

Economy 52

Economy Portfolio Clients Sales 52

Trade Brains

AUGUST 5, 2022

Apart from its size being a significant moat they also benefit hugely from switching costs their clients may face. They still benefit from the first-mover advantage in the US as 95% of their new businesses come from their existing clients. better known as DMart is an Indian chain of hypermarkets founded by Radhakishan Damani in 2002.

Manufacturing 59

Manufacturing Distribution Investing Investments 59

The Big Picture

SEPTEMBER 23, 2024

00:19:56 [Speaker Changed] I can, I can imagine, and for listeners who may not be familiar with the distinction between buy side and sell side, when you’re at Citi or you’re at Merrill, you’re trading on behalf of either the firm’s fund or on behalf of clients. ’cause you have to sell that product to clients.

Banking 147

Banking Investing Investments Assets 147

Trade Brains

NOVEMBER 16, 2022

It focuses on the affluent category of clients. Tata Elxsi caters to leading clients from automotive, communications, healthcare, rail, semiconductor, pharmaceutical, biotechnology, and other industries. . In 2002, DHL Express picked a majority 81.03% stake in the company. In FY22, the company handled 263.28

Pharmaceutical 52

Pharmaceutical Manufacturing Distribution B2C 52

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Not only have U.S. So, it may be a good time to revisit the bubbles theme.

Investing 52

Investing Investments Valuation Assets 52

Tucker Advisors

JUNE 28, 2021

” While it is a good practice to be surveying and understanding your clients, it is not a good practice to be unaware of where your business is coming from. . In 2002, mobile phones were release with the ability to read these “quick response” codes. Download Client Appreciation Guide.

Numbers 52

Numbers Financial Advisor Sales Media 52

The Big Picture

AUGUST 29, 2022

at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there. And so, I was doing that in 2000, 2002, 2003, 2004. And in ’08, McNabb logs in and he hears not just nervous clients, but nervous customer service reps.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

NOVEMBER 8, 2022

Our job was basically to give sort of strategic advice to Lazard clients, which would generate capital-raising mergers and debt financing. I remember once, one of my colleagues says that a friend, one of the French Lazard Frerers partners was asked by a sort of junior, “How much should we tell our client to bid?” CHANCELLOR: Yes.

Banking 147

Banking Valuation Economy Investing 147

The Big Picture

DECEMBER 19, 2023

I got an internship at a investment fund in Baltimore, and this was 2002 at the time. What has it been like pivoting to running a business, hiring people, dealing with regulations, managing people, dealing with clients and LPs? But I had this really unique experience in between my junior and senior year of college.

Healthcare 162

Healthcare Portfolio Management Investing 162

The Big Picture

FEBRUARY 13, 2023

And then in ‘94 and ’98, you know, all had a different stream to 2002. Much of how BlackRock evolved is, you know, trying to be pressured about what is the next evolution of what clients are looking for. I mean, I said this to clients all the time, we could make the wrong decision on markets. RIEDER: A 100 percent.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. We’re owned by our clients. What exactly does it do, and what sort of clients and customers are you working with? So adviser charges for the advice that they provide to clients and that pays the bills.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286