The Big Picture

NOVEMBER 27, 2023

My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. Hence, the less it matters, the less actual capital is on the line, the easier it is to make those bold calls. I sure as hell don’t want to either.

Marketing 304

Marketing Marketing Math Retirement Planning 304

The Big Picture

MAY 9, 2023

SALISBURY: So I led the European Special Situations Group from 2008 to 2013. SALISBURY: At the simplest level we manage money for our clients. Three main client segments. So that’s essentially what we do from a client segmentation perspective and we do that globally — US, Europe, and Asia. SALISBURY: Yes.

Assets 299

Assets Clients Investing Investments 299

Million Dollar Round Table (MDRT)

OCTOBER 13, 2022

Scott Brennan , 2013 MDRT President and a 39-year member from South Bend, Indiana, knows that life is a matter of perspective. When I am with clients and people I care about, I will often say, ‘We could be born in a dozen other lifetimes, and we wouldn’t be as lucky as we are today.’. By Matt Pais, MDRT Content Specialist D.

Food 97

Food Clients 97

Random Roger's Retirement Planning

NOVEMBER 20, 2024

Bengen retired as a financial advisor in 2013 but he also considers himself a researcher. I've mentioned before having a couple of clients who've been taking out 10 ish percent, one for 20 years and the other for 18 years. A client recently told me about a roof problem they have that will be very expensive.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 299

Clients Wealth Management Banking Investing 299

Random Roger's Retirement Planning

APRIL 8, 2024

Dave Nadig posted a question on Twitter asking if you had a client who was very concerned about inflation, regardless of whether they were correct, what would you recommend? I used to own TIP but then figured out the interest rate problem back in what I am guessing was about 2013. Then he mentioned a few symbols.

Clients 98

Clients Distribution Portfolio Management 98

Nationwide Financial

JANUARY 5, 2023

LGBTQ+ adults were not legally permitted to marry their romantic partners nationwide, nor receive the 1,100+ legal benefits and protections that come along with marriage, until the United States Supreme Court’s Windsor and Obergefell decisions in 2013 and 2015, respectively 3. Finding such LTC providers may be difficult and expensive.

Planning 64

Planning Clients Insurance Budgeting 64

Random Roger's Retirement Planning

OCTOBER 25, 2022

Then from about 2013 to 2016, gold struggled and so too did PRPFX. Portfolio 1 is 75% SPDR S&P 500 (SPY)/25% client and personal holding BTAL, Portfolio 2 is 100% PRPFX and Portfolio 3 is 100% VBAIX. The ten year numbers are awful for PRPFX because gold went down for about 4 years from 2013-2016.

Portfolio 95

Portfolio Retail Accounting Numbers 95

The Big Picture

OCTOBER 30, 2023

Featuring hits like Shake It Off, Blank Space and Style, it was originally written during the 2013-14 Red Tour, with demos stored on her phone in a folder named “Sailor Twips” Awarded a Grammy for album of the year, it has spent 325 weeks in the UK charts. trillion in client assets.

Financial Services 130

Financial Services Food Assets Insurance 130

BlueMind

DECEMBER 23, 2022

You will Like: How Advisors Deal With High Net Worth Clients. The Wolf Of Wall Street (2013). Deciding to chase after bigger commissions and targeting high net worth clients, he begins his own firm selling penny and IPO stocks. Cash should not be exchanged between client and advisor. Furthermore, look for warning signs.

Financial Advisor 98

Financial Advisor Commission Clients Management 98

Random Roger's Retirement Planning

NOVEMBER 21, 2024

PPFIX, MERIX and BTAL are client and personal holdings. Plenty of other managed futures funds came onto the scene in 2013 and 2014 but I think RYMFX is the only one to test what was a terrible time for managed futures. There are plenty of diversifiers though to choose from if you believe in this type of exposure.

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.

Accounting 100

Accounting Compliance Taxes Banking 100

Random Roger's Retirement Planning

JUNE 16, 2024

My longest tenured clients have had some holdings for a full 20 years now and quite a few more names for 15 years. Coincidental to the Fisher quote, I bought client holding Motorola Solutions (MSI) in 2013. I'd never seen this before but holding on in the manner Fisher describes is something I try to do.

Investing 90

Investing Investments Clients Taxes 90

eMoney Advisor

APRIL 25, 2023

However, you don’t have to become a life planner to incorporate conversations about clients’ values into your practice’s data gathering. 3 Guiding your clients through a values exercise can promote healthy communication and expression of values, and the opportunity to building a truly personal financial plan.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Truemind Capital

AUGUST 9, 2024

“ This was told by one of my HNI clients who is a single mother of two young daughters. The best way to solve this problem is by increasing the number of fee-only SEBI Registered Investment Advisors (RIAs) who by design think in the interest of clients. “ I started investing because you gave me the confidence.

Commission 64

Commission Fee Only Wealth Management Investment Advisor 64

Trade Brains

JANUARY 22, 2024

In 2013, both Companies merged to form KPIT Technologies. 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. KPIT was then spun off as an independent Company, away from the CA firm.

Planning 119

Planning Engineering Manufacturing Clients 119

Random Roger's Retirement Planning

MARCH 9, 2025

BTAL is a client and personal holding. EBSIX' worst 12 month stretch was a decline of 13% from June 2013 to June 2014. To be clear, Portfolio 3 does use the portable alpha approach, it is leveraged by 40%. The alts in the leverage sleeve all have a low to negative correlation to equities and to each other.

Portfolio 52

Portfolio Numbers Insurance Taxes 52

Carson Wealth

JANUARY 22, 2025

While the S&P 500 has had three losing years during the past decade, the average return from 2013 to 2023 was a positive 12.39%. Why Return on Investment Is Important for UHNW Clients Having substantial assets makes you especially vulnerable to market patterns. The general trend of the market is upward.

Investments 52

Investments Investing Marketing Marketing 52

The Irrelevant Investor

DECEMBER 5, 2020

Articles By 2025, most financial advisors will use web-based software to create and manage Custom Indexes for their clients (By Patrick O'Shaughnessy) Since 2013, the S&P 500 has more than doubled.

Financial Advisor 52

Financial Advisor Economics Clients Management 52

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. Is that the clients you’re aiming for?

Clients 162

Clients Investing Investments Management 162

Discipline Funds

JANUARY 12, 2024

The Winklevoss twins filed for the initial Bitcoin ETF in July of 2013 so it’s been 10 years coming. Do you let clients trade them as individual instruments? 1) All things Bitcoin ETF. The SEC finally approved a Bitcoin ETF. How much money did those guys lose out on by not having that instrument approved so long ago?

Insurance 107

Insurance Portfolio Assets Clients 107

Truemind Capital

MARCH 6, 2024

Sebi introduced Registered Investment Adviser(RIA) as a category of intermediaries in 2013 to safeguard the interests of investors. RIAs are competent professionals offering unbiased and optimum investment advice to their clients. It therefore entails a high responsibility for decision-making, directly affecting the clients’ lives.

Commission 52

Commission Investments Investing Compliance 52

Trade Brains

SEPTEMBER 20, 2023

The facility has been in operation since 2013, and the Swachh Bharat Mission and numerous other reports have identified it as one of the finest practices for MSWM case studies. Additionally, it has established a Municipal Solid Waste (MSW) processing and disposal facility in Solapur, Maharashtra to turn MSW into compost and power.

Engineering 105

Engineering Management Government License 105

The Irrelevant Investor

APRIL 8, 2019

Ritholtz Wealth Management is a registered investment advisor headquartered in New York City with advisors and clients across the country. The firm launched in 2013 and in just over five years amassed more than $1 billion in client assets under management, working with over 700 families.

Wealth Management 40

Wealth Management Investment Advisor Clients Accounting 40

Indigo Marketing Agency

NOVEMBER 20, 2020

If that statistic holds true across the board, this signifies that approximately 56 million Americans use financial advisors and each advisor has approximately 212 clients, on average. From 2013 to 2016, the median assets under management (AUM) grew 6% from $86 million to $92 million. CIBC has 8,110 clients and 130 financial advisors.

Financial Advisor 52

Financial Advisor Wealth Advisor Clients Numbers 52

The Irrelevant Investor

SEPTEMBER 22, 2015

I have followed Ben’s work since he began writing at his blog- and now a book - A Wealth of Common Sense in February, 2013. He also believes that meeting client- specific goals is how success should be measured. Ben has rapidly grown into the Jason Zweig of my generation.

Wealth Management 52

Wealth Management Management Assets Clients 52

Random Roger's Retirement Planning

MAY 10, 2023

Sure, I'm $200,000 short of my goal but you know what, I beat the market five years in a row from 2009-2013." What will matter is whether you have enough to retire to the lifestyle you want plus maybe having some sort of margin for error in your accumulated savings. That outperformance would be meaningless.

Marketing 75

Marketing Marketing Wealth Advisor Retirement 75

Envision Wealth Planning

MARCH 31, 2022

Over the course of a half-hour conversation, a new client used the word “anxiety” four or five times when talking about her finances. TIAA also points out that in its 2013 survey, the confidence level gap was only nine percentage points. Envision Wealth Planning is passionate about educating our women clients.

Retirement Planning 52

Retirement Planning Education Financial Planning Retirement 52

Aleph

SEPTEMBER 15, 2022

I like the stocks that I own for me and my clients. All that said, I haven’t had a good year prior to this since 2013. I have always kept my asset allocation around 70% risky, 30% safe. I am near that now, and don’t feel the need to panic. We are up this year. Graph Credit: Aleph Blog.

Asset Allocation 59

Asset Allocation Banking Assets Clients 59

Trade Brains

OCTOBER 4, 2023

This fund was established on January 1, 2013. The company’s clients include Tata Steel, BHEL, ONGC, HAL, SCCL, NTPC, ISRO and Others. Top Stocks Held by Quant Small-Cap Fund : Quant Mutual Fund-Quant Small Cap mutual fund product is the Quant Small Cap Fund Direct Plan-Growth. Particulars Amount Particulars Amount CMP (Rs) 54.05

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

Random Roger's Retirement Planning

OCTOBER 19, 2022

Client and personal holding BTAL is much closer to the direct cause and effect end of the spectrum. During the Taper Tantrum in 2013, both low volatility funds underperformed but that was also a very short term event. It goes long low volatility stocks and short high volatility stocks.

Numbers 97

Numbers Marketing Marketing Management 97

Indigo Marketing Agency

JUNE 20, 2024

If that statistic holds true across the board, this signifies that approximately 56 million Americans use financial advisors and each advisor has approximately 212 clients, on average. From 2013 to 2016, the median assets under management (AUM) grew 6% from $86 million to $92 million. CIBC has 8,110 clients and 130 financial advisors.

Financial Advisor 40

Financial Advisor Wealth Advisor Clients Numbers 40

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

Random Roger's Retirement Planning

JULY 14, 2022

I've dabbled with a couple of these but they can be tricky to own and it has been a long time since I used any in client accounts. I owned this one for clients for quite a while before the financial crisis. Given that MCN went up during the Taper Tantrum of 2013, I lean toward thinking it was equity beta.

Portfolio 72

Portfolio Math Clients Marketing 72

Trade Brains

NOVEMBER 5, 2024

About the company Rulka Electricals Ltd was established in 2013. Rulka Electricals aims to build long-term relationships with clients. Foreign Institutional Investors (FIIs) hold 2.35 percent, Domestic Individual Investors hold around 0.27 percent, and public holdings stand at 28.16

Commission 52

Commission Investment Advisor Consulting Retail 52

Trade Brains

OCTOBER 30, 2024

Since its establishment in 2013, RBM Infracon has delivered consistent performance across diverse industrial sectors. Indeed, their technical expertise and project execution capabilities continue to attract major clients. Moreover, the company has built its reputation around expertise in mechanical and rotary equipment installations.

Engineering 52

Engineering Investment Advisor Sales Consulting 52