ClearMoney

DECEMBER 5, 2021

It suspended trading and filed for bankruptcy in February 2014, announcing that hundreds of thousands of bitcoins had been lost and likely stolen.2. The UK Financial Conduct Authority cited a number of concerns as it prohibited the sale of “cryptoasset” investment products to retail investors last year.

Commission 52

Commission Retail Sales Distribution 52

Brown Advisory

SEPTEMBER 11, 2016

As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. From June 2014 until February 2016, the oil price plunged 75%.) This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

OCTOBER 28, 2019

Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100) Source: Bloomberg. Average Health Care Subsector Weightings and Gross Returns, Five-Year Lookback (9/30/2014-9/30/2019) Source: Bloomberg. Global Industry Classification Standard (GICS®) and “GICS” are service makers/trademarks of MSCI and Standard & Poor’s.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

SEPTEMBER 11, 2016

As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. From June 2014 until February 2016, the oil price plunged 75%.). This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

OCTOBER 28, 2019

Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). Average Health Care Subsector Weightings and Gross Returns, Five-Year Lookback (9/30/2014-9/30/2019). Standard & Poor’s, S&P®, and S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

Investing 52

Investing Investments Medical Portfolio 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). Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S. stocks growing more expensive.

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). Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S. stocks growing more expensive.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. 10/15/2014 10-Yr U.S. Reference Market/Index % Change No.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. 10/15/2014. Reference Market/Index. of Standard Deviations.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

SEPTEMBER 20, 2017

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. In short, every situation is different.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. In short, indexing should be seen as part of the toolkit available for addressing a range of client objectives. The Role of Passive.

Investing 52

Investing Investments Portfolio Management 52

The Irrelevant Investor

JULY 19, 2016

I first met Wes Gray, CEO/CIO of Alpha Architect in late 2014 and remember thinking, holy s**t, this guy rules. Wes has a great take on superior returns; "Sustainable alpha requires sustainable clients." A large swath of the financial services industry would love to have you believe in their magic.

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

APRIL 14, 2023

When I first launched “Masters in Business” in 2014, I spent a lot of time begging ( begging !) So when Brendan reached out and asked to come on to discuss behavioral finance and financial planning, I felt like paying it forward was the right way to go. guests to come on. There are over 20+ biases to pick from.

Clients 298

Clients Wealth Management Financial Services Planning 298

The Big Picture

SEPTEMBER 5, 2023

I mean, essentially what no one understood in the industry and still don’t understand today in the real estate industry is that when appraisers doing an appraisal for the buyer that’s getting a mortgage, their client is actually the bank. RITHOLTZ: Right, that’s right. MILLER: That they’re going to move their location.

Sales 130

Sales Numbers Marketing Marketing 130

The Better Letter

JANUARY 26, 2024

As Morgan Housel has cautioned : “The business model of the majority of financial services companies relies on exploiting the fears, emotions, and lack of intelligence of customers. 2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.”

Assets 105

Assets Valuation Management Marketing 105

Indigo Marketing Agency

JANUARY 25, 2025

Samantha Russell Reason to Follow: Advocate for digital marketing innovation for advisors Samantha Russell, Chief Evangelist at FMG Suite, is a pioneer in digital marketing for financial advisors. His signature sketches, creation of Behavior Gap , and podcast Kitces & Carl help advisors foster better client relationships.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

The Big Picture

MAY 16, 2023

So you can imagine that first check multiplied a little bit from 2014 or so. So I was very heavy in financial services stock, which was a great lead gen engine. And I mentioned, you said it’s 2014. But, but for other people, we have, we have clients who’ve sold businesses. So we like to win.

Media 290

Media Investing Investments Valuation 290

The Big Picture

JANUARY 31, 2023

What we try to do, of course, is to make sure we’re sending it out a little bit later than our clients get it, because then, you know, why pay for research in the first place if you can get it for free on Twitter. It doesn’t matter who the institutional client is, you would give him like an eight-second tee-up.

Economics 147

Economics Economy Marketing Marketing 147