Nerd's Eye View

DECEMBER 19, 2022

But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for "financial planner") being vacated… by the FPA.

Financial Planner 243

Financial Planner CFP Certified Financial Planner Financial Planning 243

The Big Picture

JULY 19, 2022

So, the Portfolio Solutions Group advises mainly institutional clients on all kinds of challenges that they have and thinking about the expected returns, portfolio construction, risk management, et cetera. Those types of excess savings were sort of the culprit for the conundrum in 2005 or whatever it was. What is that role like?

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

NOVEMBER 15, 2022

Are your clients, the advisors, or are your clients, the institutional asset managers or both? And we’re the largest client to that, about a billion or $3 billion is in that. I think mostly driven by advisors need to have stories to talk to their clients about. NADIG: — in 2005 is probably wrong.

Management 278

Management Assets Portfolio Investing 278

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. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. The investors or your clients.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? We were able to open doors and keep open doors with clients.

Assets 162

Assets Investing Investments Portfolio 162

Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Ruane passed away in 2005.

Insurance 52

Insurance Banking Investing Investments 52