Million Dollar Round Table (MDRT)

FEBRUARY 23, 2023

By Matt Pais, MDRT Content Specialist With all the work advisors do for their clients’ financial health, it can be easy to overlook their own needs. Between 2002 and 2004, his investments caught up to him. This includes MDRT Past President Brian D. Heckert, CLU, ChFC , a 35-year member from Nashville, Illinois.

Insurance 98

Insurance Sales Clients Investing 98

Trade Brains

SEPTEMBER 17, 2023

Top Indian Stocks Held By Goldman Sachs : Goldman Sachs has been serving clients in India since the 1980s and established an onshore presence in Bengaluru, in 2004, Mumbai, India in December 2006 and a new office in Hyderabad opened in 2021 following a ten-year joint venture. Market Cap (Cr.) EPS (TTM) 7.83 Stock P/E (TTM) 71.00

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

Prosperity Coaching

DECEMBER 6, 2022

As a Financial Advisor Coach working with advisors since 2004, I have noticed more and more advisors who want to work with and attract LGBTQ clients and couples. Financial Advisors: Attracting and Working With LGBTQ Couples. Nowadays, the LGBTQ community has more support from the international community than ever before; […].

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Random Roger's Retirement Planning

AUGUST 17, 2023

I don't think I've ever had a client stock go up that much in less than a year but if I did, it was luck. I've got quite a few names that have been in the portfolio since 2004-2006 when I first started this phase of my career. The yellow line stock goes back to 2004. I have a yeah but to that.

Numbers 75

Numbers Portfolio Math Portfolio Management 75

Trade Brains

NOVEMBER 18, 2023

Their last offer being from Tata Consultancy Services in 2004. Marquee Client Record: Tata Tech’s clients include some of the most notable names such as Airbus, McLaren, Honda, Ford, and Cooper Standard. The top 5 clients of the Company contributed to 60.49%, giving rise to concentration risks.

Engineering 115

Engineering Assets Clients Manufacturing 115

Random Roger's Retirement Planning

APRIL 9, 2024

Mutiny makes a point that I've been writing about and have embedded into my process since 2004. ASFYX is a client and personal holding. MERIX, PPFIX, BTAL are client and personal holdings. Getting that 189% between ages 50 and 60 will be far more impactful than between 25 and 35. BTAL goes long low beta and short high beta.

Management 98

Management Retirement Planning Portfolio Retirement 98

Random Roger's Retirement Planning

SEPTEMBER 9, 2022

I've owned NEE for clients since 2004 or 2005 when it was still FPL Group which stood for Florida Power & Light. Of course there's a story there that becomes pretty apparent once you look under the hood which is that XLU's largest holding is Next Era Energy (NEE). Here's the above chart with NEE added in.

Clients 75

Clients Investments Investing Marketing 75

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. What led you to acquire the company in 2004? By the client.

Planning 162

Planning Clients Investing Investments 162

Steve Sanduski

JULY 16, 2024

In a Nutshell: Amy Koenig was the first coach I hired back in 2004 when I was running Peak Advisor Alliance-now Carson Coaching. Checklists advisors can use to make sure they’re delivering high-touch, repeatable value to every client. If you don’t do an RMD for a client, they can get fined.

Clients 59

Clients Financial Advisor Compliance Financial Planning 59

Random Roger's Retirement Planning

JULY 18, 2022

Making changes to client portfolios' overall volatility through the duration of a stock market cycle predates when I started blogging in 2004. VIXM's chart for this year looks almost identical to client/personal holding BTAL and to a lesser extent but still similar to client/personal holding BLNDX.

Assets 74

Assets Portfolio Clients Financial Planning 74

Trade Brains

JUNE 7, 2024

The Indian broking industry has consolidated towards digital brokers, who leverage technology to provide services at competitive fees and superior client experience. In 2004, Angel one expanded its offering by opening a commodity broking division. Angel One has a total client base of 22.2 Mn and it holds 23.1%

Retail 59

Retail Wealth Management Education Investing 59

The Irrelevant Investor

MAY 22, 2017

many clients would call to ask about something they had just heard on the networks that brokers began to seem behind the curve. According to a 2004 study by James Hamilton there had been a gradual decline over the preceding several decades in the "hard news" content of the U.S. Then came CNNfn and Bloomberg Television.

Media 52

Media Advertising Investing Investments 52

Random Roger's Retirement Planning

APRIL 8, 2023

One of the partners of the firm where I have been since 2004 was found to have done illegal trading and he was immediately terminated. Thankfully a few weeks later they did. The final challenge since last April happened with my day job. The other partner also has a serious problem that could be described as collateral damage.

Insurance 98

Insurance Compliance Engineering Planning 98

Trade Brains

JANUARY 24, 2024

Fintuple: It is a new-age startup that offers technology services such as digital client onboarding, eKYC, fund reports, and other digital solutions to AIF & PMS. It was listed on Indian exchanges in 2004 and changed its name to Cigniti in 2012. It currently has 237 active clients, of which 55 of them are part of the Fortune 2000.

Insurance 59

Insurance Clients Engineering Management 59

Brown Advisory

APRIL 22, 2020

The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. It is financing a major clean energy generation project, and to move the needle on the overall mix of energy production in the U.S.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

APRIL 22, 2020

The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. It is financing a major clean energy generation project, and to move the needle on the overall mix of energy production in the U.S. Conclusion.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

DECEMBER 5, 2023

Our use-case at Brown Advisory for environmental, social and governance information, however, can be vastly different from how some clients, regulators, and other stakeholders use the term. Here is an attempt to invoke fundamental investing basics to clarify exactly what we aspire to deliver for our clients.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

The Big Picture

OCTOBER 17, 2023

And if you’re in a quant fund and your clients say, you know, you’ve underperformed for the last three quarters and I don’t quite understand the black box, how do you retain, how you drive that alignment between the client and the business? It goes back to the client. And that is the case.

Investing 130

Investing Investments Clients Numbers 130

Fortune Financial

MARCH 11, 2023

For example, Marlboro’s (Altria’s flagship brand) rather dominant market share in combustibles has not been below 40% since 2004: I think I have demonstrated sufficiently that the U.S. Both the author and clients of Fortune Financial Advisors, LLC own shares of Altria.

Math 52

Math Financial Advisor Numbers Marketing 52

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. I bought it for clients in 2010 or 2011 and still hold it, so maybe. ARBFX 3.7% JRS 3.9% (short position) MERFX 3.7% There's a lot there, really lot.

Portfolio 74

Portfolio Asset Allocation Accounting Management 74

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

The Big Picture

OCTOBER 24, 2022

And actually, I was at the PPI, most people may not remember this, but in 2004, the PPI was a month and a half late. NORTON: These are portfolios that we’re creating, whether they’re individual stocks, or whether they’re multi-asset portfolios that we offer to financial advisors who in turn offer them to their clients.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

MAY 31, 2017

Thus, we consistently maintained a reduced weighting in European equities in the years since the crisis (relative to the blended benchmarks typically used by our clients to measure portfolio results). stocks since the middle of 2004. Over the long term, that stance has paid off. is not particularly notable. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Thus, we consistently maintained a reduced weighting in European equities in the years since the crisis (relative to the blended benchmarks typically used by our clients to measure portfolio results). stocks since the middle of 2004. Over the long term, that stance has paid off. is not particularly notable. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Trade Brains

NOVEMBER 27, 2023

Company Overview Incorporated in 2004, Servotech Power Systems Ltd is a comprehensive manufacturer, procurer, and distributor of advanced solar products, medical devices, and energy-efficient lighting solutions. Following that, we’ll go into the stock’s financials.

Planning 72

Planning Medical Manufacturing Healthcare 72

Trade Brains

DECEMBER 22, 2023

Yes Bank Yes Bank was started in 2004 by Rana Kapoor and Ashok Kapoor. The bank serves retail, SME, and corporate clients throughout India. However, their holdings may change as a result of the investments and decisions they make, and they may buy and sell their holdings as a result of those decisions. It is headquartered in Mumbai.

Banking 59

Banking Engineering Insurance Retail 59

Trade Brains

JUNE 2, 2023

It provides a wide range of financial services to corporate and retail clients in areas like investment banking, life and non-life insurance, mortgages, and online banking. In June 2004, the bank amalgamated with Ashok Leyland Financing, one of India’s leading leasing financing and hire purchase businesses. year on year.

Banking 52

Banking Financial Services Retail Assets 52

Brown Advisory

APRIL 1, 2015

In the private company world, total venture capital financings reached $59 billion last year, up from about $23 billion in 2004, according to PitchBook’s 2015 venture industry annual report. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

JULY 4, 2023

I know you don’t disclose your clients, but the Wall Street Journal certainly mentioned those. ” I just had this with a client who runs a very large, not multi-manager, but multi-strategy fund. And the phone rings an hour in and it’s my client. RITHOLTZ: Really? It was year one or so of IDW.

Management 147

Management Recruitment Numbers Banking 147

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

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. In contrast, Emerging Markets over the 2003-2012 period provided investors with Doc Brown’s requisite 1.21 jigawatts of investing power (and volatility)! Sounds unstoppable, right?

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

DECEMBER 19, 2023

00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. What has it been like pivoting to running a business, hiring people, dealing with regulations, managing people, dealing with clients and LPs? 00:06:28 [Speaker Changed] Really, really interesting. Tell us about what you did at those shops.

Healthcare 162

Healthcare Portfolio Management Investing 162

Mr. Money Mustache

JANUARY 29, 2021

For a brokerage, a margin loan is an easy and automated way to safely make money off of their clients, because they are really just lending you a portion of your own money. As example of rapid increase, from 2004-2006 it went up from from 1.25 The Real Magic: Ludicrously Low Interest Rates. during any given three month period.

Accounting 53

Accounting Taxes Investing Investments 53

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. RITHOLTZ: What’s the pushback to that from clients? Jay Abraham taught me a lot about putting my customers and clients at the center of my world. We’d rather dream about having 10 million then start investing $100 a week. SETHI: Yes. How did that evolve into a book?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JUNE 18, 2024

I, I somehow found myself invited to a MSN client retreat that Joanne was running. 00:26:12 [Speaker Changed] And Barstool was the same, which is Barstool started by Dave in 2004. Did they capture enough clients and or revenue to make this worthwhile? 00:10:48 [Speaker Changed] That’s where I met her, yes.

Media 147

Media Food Advertising Investing 147

The Big Picture

MAY 30, 2023

BRYANT: We’ve had over 4 million clients, and we have 245 locations in 46 states. BRYANT: No, these are just my clients who happen to be working at TSA. BRYANT: Because small business starts stalled in 2004. I have 245 locations today, Barry. 245 locations in 46 states. But we are a coach for UPS.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

JUNE 13, 2023

And as I’m sure you would appreciate, being here in New York is a very different reality than the rest of the Americas, partly when it comes down to visiting new clients in the Midwest, the part of the US. We had made a few investments, relationship from a client standpoint, from an LP standpoint. That was very exciting.

Banking 147

Banking Assets Investing Investments 147