Million Dollar Round Table (MDRT)

JULY 26, 2022

By Antoinette Tuscano You can tell clients you’re a caring person who wants to help others, and they might believe you. In 2017, in her holiday newsletter to clients, Katherine told them about Blessing Bags. In 2018, one of her clients used the idea as a team-building event at her company.

Clients 98

Clients Distribution Food Financial Advisor 98

Nerd's Eye View

JUNE 12, 2023

Firms that were returning to the office have done so, those that are staying remote are remaining as such, and either way most advisory firms have figured out how to continue to service and retain clients, and are slowly adapting to finding new (or reinvigorating old) paths to grow at least slowly once again.

Financial Advisor 246

Financial Advisor Financial Planner Professional Services Clients 246

The Big Picture

JULY 20, 2023

The offering comes from Innovator Capital Management, which launched the first so-called buffer ETFs, also sometimes referred to as defined-outcome funds, in 2018.” – Bloomberg Let’s get this out of the way: I dislike any product that exchanges a portion of your potential gains in exchange for downside protection.

Financial Planning 186

Financial Planning Math Assets Management 186

The Big Picture

JUNE 20, 2024

In response to repeated inquiries from BofA clients, Savita looked at numerous indicators that collectively suggest markets are topping. These include July 1990 (1990-91 recession), March 2000 (dotcom top), October 2007 (GFC), September 2018 (Q4 20% drop), February 2020 (COVID), and January 2022 (525 bps of rate hikes in 18 months).

Marketing 195

Marketing Marketing Valuation Media 195

Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) navigate a volatile market environment (in both stocks and bonds – oof!) and inflation levels not seen in several decades. by the next day’s, week’s, and month’s worth of content that comes along.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Brown Advisory

DECEMBER 31, 2018

Global Leaders Investment Letter - Q4 2018 ajackson Mon, 12/31/2018 - 09:50 Global Leaders Strategy Investment Letter - Q4 2018 In this edition the team explore two concepts—myopic loss aversion and information cascades.

Investing 52

Investing Investments Clients Marketing 52

Brown Advisory

DECEMBER 31, 2018

Global Leaders Investment Letter - Q4 2018. Mon, 12/31/2018 - 09:50. Global Leaders Strategy Investment Letter - Q4 2018. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client. .

Investing 52

Investing Investments Clients Marketing 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

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

Brown Advisory

DECEMBER 19, 2018

Our clients are interested in learning more about the impact component of their sustainable investing strategies. On their behalf, we are proud to present this Impact Report to our clients. We hope you find it informative, and we welcome a continuing conversation with you about the work we are doing.

Portfolio Management 52

Portfolio Management Portfolio Clients Investments 52

Brown Advisory

DECEMBER 19, 2018

2018 Impact Report: Large-Cap Sustainable Growth Strategy. Wed, 12/19/2018 - 11:16. Brown Advisory is deeply committed to sustainable investing, with the goal of helping our clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

Portfolio Management 52

Portfolio Management Portfolio Clients Investments 52

The Big Picture

OCTOBER 14, 2023

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. When they underperform, they refund as much as 25% of their performance fees. The firm has outperformed its benchmarks by an average of 3% per year since inception.

Investments 182

Investments Investing Startup Management 182

NAIFA Advisor Today

SEPTEMBER 28, 2022

Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian is also NAIFA’s 2018 Diversity Champion, an author, an association expert, and a financial advisor.

Financial Advice 98

Financial Advice Financial Services Financial Advisor Insurance 98

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 Investments Investing 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. Here’s a quick recap of 2018 and our thoughts heading into 2019. 2018: Tough Conditions Prove Helpful for Munis. Thu, 02/07/2019 - 08:44.

Taxes 52

Taxes Investments Investing Clients 52

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. His group manages $2.3

Accounting 162

Accounting Education Assets Management 162

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap. Thu, 06/14/2018 - 10:27. I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. On the Social and Environmental Factors That Are Driving Business and Investing.

Investments 52

Investments Investing Clients Numbers 52

Million Dollar Round Table (MDRT)

FEBRUARY 26, 2023

” This is backed by a 2018 study outlined in the Harvard Business Review that revealed CEOs work on average 9.7 Having worked with more than 30 CEOs and key executives as my clients in 2022, I’ve extracted the five biggest financial mistakes ubiquitously made by them. hours per weekday and 62.5 hours per week.

Financial Planning 98

Financial Planning Financial Advisor Planning Retirement 98

Random Roger's Retirement Planning

MARCH 3, 2025

On Friday, I added gold to client accounts with GLDM. I added SH for clients a little while and have been holding BTAL for them and personally since 2018. We've talked about client holdings CBOE and NOC as having some defensive tendencies. It's like GLD but quite a bit cheaper. What is yours?

Clients 52

Clients Retail Accounting Taxes 52

Steve Sanduski

MARCH 26, 2025

Dennis and Katie started their firm from scratch in 2018 and have grown it to more than $400 million in AUM. Dennis Morton, Katie Brown, and I discuss: Delivering holistic service to Morton Brown’s ideal clients, whom they define as “leaders, family business owners, and executives.”

Communication 52

Communication Clients Compliance Financial Planning 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

XY Planning Network

MARCH 6, 2023

The investment can expand your opportunities and your client offerings. Evidence from a 2018 Kitces Report suggests that financial advisors that outsource support have significantly higher revenue than financial advisors who do not. It can buy you time and peace of mind to know you don’t have to do it all and know it all.

Financial Advisor 84

Financial Advisor Clients Investing Investments 84

Random Roger's Retirement Planning

MARCH 8, 2025

OCRP will have 50% in CBOE Holdings (CBOE) and 50% in AGFiQ US Market Neutral Anti Beta ETF (BTAL) which are both client and personal holdings. In late 2018 OCRP moved up when the market had a fast drop. If they can have single stock ETFs why not an ETF with just two holdings? I threw tail in as well as the S&P 500.

Taxes 59

Taxes Clients Marketing Marketing 59

Random Roger's Retirement Planning

SEPTEMBER 18, 2023

RSST is similar to client/personal holding Standpoint Multi Asset (BLNDX/REMIX) in that both blend equities and managed futures but I think they are targeting different return profiles. I think that is attributable to a terrible year for 100/100 in 2018. Terrible year in 2018 or 2022? Pick your poison.

Management 75

Management Portfolio Clients Investments 75

Random Roger's Retirement Planning

MARCH 9, 2025

BTAL is a client and personal holding. Portfolio 3's worst year was 2018 when it fell 7.76%. Portfolio 2 had two years where it was down 5% (those were the worst two) and the leveraged version's worst year was 2018 when it fell 12.26%.

Portfolio 52

Portfolio Numbers Insurance Taxes 52

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. In 2018, Nvidia was down 30% versus 4% for the S&P 500 and in 2022 it was cut in half versus 18% for the S&P 500. Coincidental to the Fisher quote, I bought client holding Motorola Solutions (MSI) in 2013.

Investments 90

Investments Investing Clients Taxes 90

The Big Picture

JANUARY 8, 2025

His firm runs over $10 billion in client crypto assets. I think many of the skeptics don’t evaluate where the data is today because they’re taking a 2022 or 2018 or 2014 view of Bitcoin and crypto. It’s much lower than it is for cash.

Assets 130

Assets Investing Investments Banking 130

Trade Brains

FEBRUARY 22, 2024

They offer corporate banking, branch banking, and commercial banking services to their clients. 2018-19 ₹ 9,812.51 ₹ 3,460.77 In this article, we will compare Yes Bank vs IDFC First Bank in the banking sector. Yes Bank Company Overview Rana Kapoor founded the company in 2003 in Mumbai, India. 2020-21 ₹ 7,428.35 ₹ 7,383.03

Banking 104

Banking Planning Accounting Retail 104

Random Roger's Retirement Planning

FEBRUARY 14, 2025

QGMIX is a client and personal holding. It's only down year was 2018 with a decline of 7.91%. The third portfolio is just the Vanguard Balanced Index Fund (VBAIX). These portfolios don't really look anything like what we usually play around with here but the results are interesting.

Portfolio 52

Portfolio Asset Allocation Assets Management 52

Random Roger's Retirement Planning

AUGUST 7, 2022

Starting in 2018 causes the performance to change as follows. Both Portfolio 1 (Cockroach) and Portfolio 2 (the 3 fund mix I made up the other day) each have ways in which they are superior over the period studied from 2018 on. TAIL is a client and personal holding. Both the CAGR and standard deviation come way down.

Portfolio 91

Portfolio Management Clients Marketing 91

Random Roger's Retirement Planning

MARCH 4, 2025

I started with a very small position in late 2018 with the intention of letting it grow into a lifechanging piece of money or letting it fail and I still own it. The Merger Fund is a client and personal holding. BTAL is a client and personal holding. No strategy or model can always be best.

Portfolio 52

Portfolio Portfolio Management Management Clients 52

Random Roger's Retirement Planning

APRIL 11, 2024

One pushed back on the logic behind using the AGFiQ US Market Neutral Ant-Beta ETF (BTAL) in client accounts. Portfoliovisualizer shows the annual decline at 1.55% but taking out 2018 when it was up 15% and 2022 when it was up 20% and it would have been noticeably worse. There have been some engaging reader comments lately.

Management 93

Management Accounting Taxes Portfolio 93

MarketWatch

JANUARY 31, 2023

“We had no idea of the power that MoviePass’s brand held until we witnessed MoviePass signing up almost 800,000 beta clients in five days and believe that demand will not stop there,” Usio Chief Executive Louis Hoch said in a release.

Numbers 74

Numbers Clients Marketing Marketing 74

Random Roger's Retirement Planning

JUNE 12, 2023

In 2018 when VBAIX was down 2.82%, Portfolios 1 and 2 were down 3.36% and 3.17% respectively. One way to look at this is using inverse fixed income funds "worked" when markets were down a lot in 2022 but not when they were down a little in 2018. BTAL is a client and personal holding and ITOT is owned in some smaller client accounts.

Portfolio 75

Portfolio Clients Accounting Marketing 75