WiserAdvisor

FEBRUARY 21, 2023

According to the National Council on Aging, at least one in 10 community-dwelling older adults has witnessed some kind of abuse. 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.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

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

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. Harrington oversees global operations for Edelman, a leading global communications marketing firm that partners with many of the world’s largest and emerging businesses and organizations.

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. Calibrating trust in intelligent systems.

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. Calibrating trust in intelligent systems.

Clients 52

Clients Investing Investments Communication 52

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

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. To hear popular science author Steven Johnson describe it, this fundamental flaw is that the internet lacks an open-source feature to map each user’s identity.

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. Blockchain is still in its infancy, and we can’t yet predict the direction this technology will take—new paradigm for digital communication, passing fad or somewhere in between. But Johnson views it as a path to taking back our privacy. . . . .

Advertising 52

Advertising Clients Engineering Distribution 52

eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. These are considered violent modes of communication.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Trade Brains

JANUARY 22, 2024

In 2018, KPIT underwent a complex amalgamation with another IT Company Birlasoft. The middleware is a software layer that facilitates communication across various components of the Vehicle. The Company’s Marquee list of clients includes Airbus , McLaren , Honda , Ford , and a new energy vehicle Company called VinFast.

Planning 119

Planning Engineering Manufacturing Clients 119

Trade Brains

AUGUST 17, 2024

In March 2018, there were 467 entities offering research analyst services. Difference Between a Research Analyst and an Investment Advisor in India Investment Advisors : These are professionals or entities who, for a fee, provide investment advice to clients, including advice on securities, investment products, and financial planning.

Investment Advisor 52

Investment Advisor Investing Investments Numbers 52

Brown Advisory

JUNE 2, 2016

Brown Advisory colleagues recently gathered with clients to explore how disruption in technology and other fields calls for bold, even-handed decision-making and what we call moral courage. Such “autonomous vehicles” may be rolled out on a large scale as early as 2018. Moral Courage Amid Disruption. Thu, 06/02/2016 - 09:28.

Communication 52

Communication Clients Accounting Transportation 52

FMG

JULY 14, 2022

” The driving force of the site is to highlight the many different strategies and solutions Navis Wealth extends out to its clients, with each service page outlining the planning process, tools and resources available to visitors, helping them self-qualify. Navis was founded in 2018 by partners Paul Fegan and David Price.

Wealth Advisor 52

Wealth Advisor Financial Advisor Media Clients 52

Brown Advisory

JUNE 23, 2016

The introduction of autonomous vehicles may begin on a large scale as early as 2018, he said. 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. took 63 days.

Communication 52

Communication Clients Transportation Engineering 52

The Big Picture

SEPTEMBER 10, 2024

So I would say the challenge of having those roles is that our institutional clients are much shorter term. And, you know, Morgan Stanley has all types of different clients. We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. So that, that’s the challenge.

Valuation 162

Valuation Clients Investing Investments 162

Brown Advisory

JULY 5, 2018

Psychology, Purpose, People: How Female Founders Are Building New Ventures ajackson Thu, 07/05/2018 - 11:49 Women wield more economic power and influence in the U.S. People: A common theme among the panelists was an intense focus on people—collaboration, mentorship, communication, empowerment. today than at any time in history.

Startup 52

Startup Communication Ethics Clients 52

Brown Advisory

JULY 5, 2018

Thu, 07/05/2018 - 11:49. People: A common theme among the panelists was an intense focus on people—collaboration, mentorship, communication, empowerment. Tiffany said that Mogul’s 100% employee retention rate is powered by communication, collaboration and celebration. Women wield more economic power and influence in the U.S.

Startup 52

Startup Communication Ethics Clients 52

Trade Brains

JULY 14, 2022

The key business verticals for Infosys are financial services, retail, communication, energy & utilities, and the life science and healthcare division. The key business verticals for Infosys are financial services, retail, communication, energy and utilities, and manufacturing. 2018 2019 2020 2021 2022. QUICK READ.

Consulting 52

Consulting Healthcare Financial Services Valuation 52

Brown Advisory

MAY 10, 2018

achen Thu, 05/10/2018 - 11:18 Concerns over trade policy and potential trade wars have rattled equity markets in recent months. We identified this trade scenario as a key risk for 2018 in our annual outlook publication, Confronting the Unknown , and the issue has become a prominent one in the early part of the year. or Chinese GDP.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

Thu, 05/10/2018 - 11:18. We identified this trade scenario as a key risk for 2018 in our annual outlook publication, Confronting the Unknown , and the issue has become a prominent one in the early part of the year. FACT: The tariffs announced so far in 2018 affect a small sliver of the global economy. Tariffs: Bark or Bite?

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

JULY 17, 2018

529 Plans And The New Tax Code ajackson Tue, 07/17/2018 - 11:30 You Can Now Use 529s for K-12 Costs—But Should You? The 2018 tax overhaul expanded the reach of 529 plans beyond college. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues.

Taxes 52

Taxes Planning Education Distribution 52

Brown Advisory

JULY 17, 2018

Tue, 07/17/2018 - 11:30. The 2018 tax overhaul expanded the reach of 529 plans beyond college. 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.

Taxes 52

Taxes Planning Education Distribution 52

Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. The longest reports typically target institutional clients—not individuals. You don’t want your clients to fixate on short-term performance. Your benchmark-savvy clients will want to know why you underperformed.

Portfolio 52

Portfolio Clients Management Investing 52

Brown Advisory

MAY 23, 2018

MLPs Are “Simplifying” Away Their Dividend Payouts achen Wed, 05/23/2018 - 12:19 Investors like buying master limited partnerships (MLPs) because they want to earn yield. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

MAY 23, 2018

Wed, 05/23/2018 - 12:19. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. MLPs Are “Simplifying” Away Their Dividend Payouts.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

JULY 9, 2018

Take ESG Ratings With A Grain Of Salt jsayo Mon, 07/09/2018 - 10:05 For good investors, a third-party rating system—for example, credit ratings from Moody’s or Fitch, or mutual fund star ratings—is usually just a first step in an investment decision-making process that involves a lot of other research and analysis.

Clients 52

Clients Investing Investments Assets 52

Brown Advisory

JULY 9, 2018

Mon, 07/09/2018 - 10:05. In the former case, the ratings analysis lauds American Tower for various factors, such as enabling communication in developing markets, and treating its workers well. Take ESG Ratings With A Grain Of Salt. The key question here shouldn’t be which rating is correct—each firm’s analysis raises good points.

Clients 52

Clients Investing Investments Assets 52

Brown Advisory

DECEMBER 2, 2019

The 2018 National Climate Assessment 1 states that the city’s temperature may break 100 degrees on as many as 150 days per year by the end of the century. THE CLIMATE-ALIGNED MUNICIPAL BOND UNIVERSE Research from the Climate Bonds Initiative in 2018 identified a $264 billion climate-aligned municipal bond universe. Avery, D.R.

Marketing 52

Marketing Marketing Transportation Investing 52

Brown Advisory

DECEMBER 2, 2019

The 2018 National Climate Assessment 1 states that the city’s temperature may break 100 degrees on as many as 150 days per year by the end of the century. Research from the Climate Bonds Initiative in 2018 identified a $264 billion climate-aligned municipal bond universe. THE CLIMATE-ALIGNED MUNICIPAL BOND UNIVERSE. Avery, D.R.

Marketing 52

Marketing Marketing Transportation Investing 52

Brown Advisory

DECEMBER 4, 2017

The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. Each year, we send a year-end planning letter to clients to help guide an annual planning review where we reconsider your circumstances and any relevant changes in the external planning environment.

Planning 52

Planning Taxes Clients Tax Planning 52

Ballast Advisors

AUGUST 18, 2023

In its annual Retirement Confidence Survey of current workers and retirees, the Employee Benefit Research Institute found that workers’ confidence in their ability to fund retirement fell by the largest extent since the financial crisis of 2008, to levels not seen since 2018. Broadridge Investor Communication Solutions, Inc.

Retirement 52

Retirement Taxes Planning Accounting 52

Brown Advisory

NOVEMBER 1, 2019

Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. Many of the provisions that went into effect in 2018 automatically expire (or “sunset”) unless Congress proactively extends them. 2019 Year-End Planning Letter. Fri, 11/01/2019 - 13:44.

Planning 52

Planning Taxes Clients Assets 52

Brown Advisory

NOVEMBER 14, 2018

Bubbles and Crises: Twenty Years of Lessons Learned ajackson Wed, 11/14/2018 - 10:25 Chief Investment Officer Paul Chew reflects on his experiences during past market disruptions, and how those lessons inform his thinking today. And it’s important to remember that there was a real foundation for the growth of the sector at the time.

Clients 52

Clients Investing Investments Assets 52

Brown Advisory

NOVEMBER 14, 2018

Wed, 11/14/2018 - 10:25. I’ve been asked that question before, as have many of my colleagues, but at that moment—speaking in front of the entire firm—I was taken aback at just how few of our 600-plus colleagues were serving clients or working as investment professionals during those crises. Two powerful transitions were in progress.

Clients 52

Clients Investing Investments Assets 52

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. And we all had different backgrounds and different investment ideas and different clients like us clients are very different from clients in other countries. I guess I got lucky in January or February of 2018. Is it a mix?

Assets 147

Assets Management Investing Investments 147

Brown Advisory

MAY 3, 2018

It's All Relative ajackson Thu, 05/03/2018 - 15:32 We are hearing a lot of questions from our clients about how rising interest rates may affect their municipal bond holdings. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues.

Taxes 52

Taxes Portfolio Valuation Clients 52