The Big Picture

APRIL 21, 2024

NBC News ) Be sure to check out our Masters in Business next week with Ashish Shah , Co-Head and CIO of Public Investing at Goldman Sachs Asset Management : He joined GS as a partner in 2018, and previously served as global co-head and CIO of Fixed Income + Liquidity Solutions. trillion in client assets.

Accounting 162

Accounting Education Assets Management 162

The Big Picture

OCTOBER 14, 2023

which has $34 billion in assets under management. Orbis partners are the single largest investor group in their own funds, paying the exact same fees, making them fully and unusually aligned with their clients.  This week, we speak with Graeme Forster, a director at Orbis Investments Ltd.,

Investing 182

Investing Investments Startup Management 182

WiserAdvisor

FEBRUARY 21, 2023

In 2018, there were approximately 52.4 They can easily keep track of transactions, identify any changes or miscalculations, and help their clients take timely actions to spot any kind of misuse. Further, financial advisors can educate their clients on elder investments that may be appropriate for investors in their age group.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Brown Advisory

NOVEMBER 28, 2018

2018 Year-End Planning Letter. Wed, 11/28/2018 - 08:38. Each year, we send a letter to clients to help guide our year-end planning discussions with them and to offer ideas for them to consider with their other advisors. This change may offer new planning flexibility to many clients that had previously used up their exemptions.

Planning 52

Planning Taxes Clients Estate Planning 52

eMoney Advisor

APRIL 4, 2023

1 But have you been putting any effort into ensuring you will continue to work with the heirs of this wealth when your older clients hand it over? Financial advisor client education can play a crucial role in providing the knowledge and life skills they’ll need to oversee and sustain their inherited wealth.

Education 97

Education Financial Advisor Clients Planning 97

Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 11/26/2018 - 08:01 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing. 30, 2018, our firm managed approximately $4.1 30, 2018, our firm managed approximately $4.1 As of Sept. As of Sept.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy. Mon, 11/26/2018 - 08:01. 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. 30, 2018, our firm managed approximately $4.1 As of Sept.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2018

NOW 2018 | The Changing Nature of Trust achen Thu, 05/31/2018 - 10:51 For 18 years, Matt Harrington has been studying, analyzing and synthesizing the evolution of society’s trust in four institutions: government, business, NGOs and media. The topic of trust came up many times throughout the NOW 2018 panel discussions.

Government 52

Government Media Clients Investing 52

Brown Advisory

MAY 31, 2018

NOW 2018 | The Changing Nature of Trust. Thu, 05/31/2018 - 10:51. In his presentation at NOW, Harrington covered three themes that emerged from the 2018 Trust Barometer survey. The topic of trust came up many times throughout the NOW 2018 panel discussions.

Government 52

Government Media Clients Investing 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Towards Artificial General Intelligence? achen Thu, 05/31/2018 - 11:51 In a first for NOW, the multitalented Ashley Llorens kicked off the 2018 conference with a killer hip-hop performance that had the crowd putting their hands in the air.

Clients 52

Clients Investing Investments Communication 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Towards Artificial General Intelligence? Thu, 05/31/2018 - 11:51. In a first for NOW, the multitalented Ashley Llorens kicked off the 2018 conference with a killer hip-hop performance that had the crowd putting their hands in the air.

Clients 52

Clients Investing Investments Communication 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What Makes a Great Leader? achen Thu, 05/31/2018 - 09:49 What do the Magna Carta, the Washington Monument and giant pandas have in common? Rubenstein values history as a tangible, physical asset, and he feels that experiencing the real thing is more inspiring than simply viewing a memory on a computer screen.

Government 52

Government Clients Startup Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What Makes a Great Leader? Thu, 05/31/2018 - 09:49. During the NOW 2018 conference, Rubenstein and Brown Advisory CEO Mike Hankin engaged in a rapid-fire conversation that covered Rubenstein’s thoughts on a wide range of topics, from the Founding Fathers to Facebook and Twitter.

Government 52

Government Clients Startup Assets 52

Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. These people have income-producing assets spinning off profits or dividends, and they use those funds to pay for their bills and lifestyle.

Assets 93

Assets Accounting Investing Investments 93

Brown Advisory

MAY 31, 2018

NOW 2018 | Free Trade, Tariffs and Trouble achen Thu, 05/31/2018 - 11:17 Current news of tariffs and trade wars is the latest evidence that the ideology of free trade and globalization is under attack. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Education 52

Education Communication Clients Media 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Free Trade, Tariffs and Trouble. Thu, 05/31/2018 - 11:17. Free trade supporters have lost the debate completely in… this new space,” stated Andrew Wilson during our NOW 2018 panel on trade policy. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Education 52

Education Communication Clients Media 52

Brown Advisory

MARCH 30, 2018

Outlook for 2018 | Confronting the Unknown. Fri, 03/30/2018 - 11:57. Throughout 2017, our meetings and conversations with clients very frequently focused on the topic of risk. We describe the current investment landscape as one that offers both risk and opportunity; our current asset allocation model seeks to balance the two.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

Brown Advisory

MAY 30, 2018

NOW 2018 | The Global Refugee Crisis. Wed, 05/30/2018 - 17:06. It should not be assumed that investments in such securities or asset classes have been or will be profitable. The world currently faces one of the most tragic humanitarian crises in modern history.

Clients 52

Clients Food Investing Investments 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence achen Thu, 05/31/2018 - 09:20 The advent of artificial intelligence (AI) is one of the top technology stories in recent years. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Sharpened by both the U.S.

Startup 52

Startup Clients Math Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence. Thu, 05/31/2018 - 09:20. The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI. Sharpened by both the U.S.

Startup 52

Startup Clients Math Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | 50 Years after MLK: Does Race Matter? achen Thu, 05/31/2018 - 11:41 Fifty years after Dr. King’s assassination, many Americans are examining how we’ve changed for the better as a country and where we still fall short.

Clients 52

Clients Economics Investing Investments 52

Brown Advisory

MAY 31, 2018

NOW 2018 | 50 Years after MLK: Does Race Matter? Thu, 05/31/2018 - 11:41. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Clients 52

Clients Economics Investing Investments 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Is Blockchain the New Internet? achen Wed, 05/30/2018 - 16:45 Despite the countless benefits of the internet, it suffers from a glaring gap in its fundamental design. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Advertising 52

Advertising Clients Engineering Distribution 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Is Blockchain the New Internet? Wed, 05/30/2018 - 16:45. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Despite the countless benefits of the internet, it suffers from a glaring gap in its fundamental design.

Advertising 52

Advertising Clients Engineering Distribution 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Engaging the Next Generation in Public Service achen Wed, 05/30/2018 - 15:15 Our NOW 2018 conference dealt with a variety of forces that are tearing at the fabric of society, from social inequities, to political strife, to technological disruption.

Nonprofit 52

Nonprofit Government Recruitment Clients 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Engaging the Next Generation in Public Service. Wed, 05/30/2018 - 15:15. Our NOW 2018 conference dealt with a variety of forces that are tearing at the fabric of society, from social inequities, to political strife, to technological disruption.

Nonprofit 52

Nonprofit Government Recruitment Clients 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Closing the Gender Wealth Gap achen Thu, 05/31/2018 - 11:51 The typical woman who works full time earns 79 cents for every dollar earned by a typical man. It should not be assumed that investments in such securities or asset classes have been or will be profitable. We hear this income statistic a lot.

Clients 52

Clients Retirement Investing Investments 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Closing the Gender Wealth Gap. Thu, 05/31/2018 - 11:51. It should not be assumed that investments in such securities or asset classes have been or will be profitable. The typical woman who works full time earns 79 cents for every dollar earned by a typical man. We hear this income statistic a lot.

Clients 52

Clients Retirement Investing Investments 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

Taxes 52

Taxes Investing Investments Clients 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Rising uncertainty for risk assets, coupled with a favorable mix of healthy demand and limited supply, offer a promising backdrop.

Taxes 52

Taxes Investing Investments Clients 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Finding Truth in a World of Disinformation achen Wed, 05/30/2018 - 15:27 In a year when border protection is consistently headline news, it is ironic that the media is struggling with a border war of its own—specifically, the border between information and disinformation.

Media 52

Media Clients Advertising Investing 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Finding Truth in a World of Disinformation. Wed, 05/30/2018 - 15:27. It should not be assumed that investments in such securities or asset classes have been or will be profitable. News consumers are confronted daily with the challenge of discerning truth from falsehood.

Media 52

Media Clients Advertising Investing 52

Random Roger's Retirement Planning

FEBRUARY 14, 2025

Right or wrong, I think of endowment style investing as being a similar to the Permanent Portfolio, not so much quadrants but more like disparate asset class segments which gets us to a paper about endowment asset allocation from True North Institute. QGMIX is a client and personal holding.

Portfolio 52

Portfolio Asset Allocation Assets Management 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What is the Economic Impact of Political Polarization? achen Thu, 05/31/2018 - 09:11 The U.S. It should not be assumed that investments in such securities or asset classes have been or will be profitable. economy has improved markedly since the 2008–09 credit crisis.

Economics 52

Economics Budgeting Government Clients 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What is the Economic Impact of Political Polarization? Thu, 05/31/2018 - 09:11. It should not be assumed that investments in such securities or asset classes have been or will be profitable. economy has improved markedly since the 2008–09 credit crisis.

Economics 52

Economics Budgeting Government Clients 52

NAIFA Advisor Today

JULY 12, 2022

Do you ask your clients for trusted contacts? Since 2018, brokerage firms have been required by FINRA Rule 4512 to ask their retail customers to provide the name and contact information of a trusted contact person. If you’re not already asking clients for trusted contacts, here are two key reasons why you should.

Clients 52

Clients Wealth Management Financial Planning Retail 52

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. and emerging markets, whose businesses are relatively local and not dependent on exports.

Investing 52

Investing Investments Clients Numbers 52