The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question. BERRUGA: Exactly.

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Clients Investing Investments Management 162

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

International College of Financial Planning

DECEMBER 9, 2024

Career Advancement CFP professionals enjoy significant advantages in the job market, particularly in sectors like: Asset management Wealth management Insurance Retail banking Non-banking financial companies Financial Rewards CFP professionals, especially in metropolitan areas, can earn substantial incomes. How ICOFP Can Help?

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. And I went to pitch this asset management guy on why he should come be a part of that process. LAYTON: So every client that we have, every asset that we own is a result of somebody getting on an airplane and — RITHOLTZ: Right. I think we are very much an owner of assets.

Investing 147

Investing Clients Investments Assets 147

Sara Grillo

MAY 24, 2024

I’m writing a book about how to find a financial advisor who won’t ruin your life. If your advisor is managing your assets, usually the fee is debited out of your account at the custodian without you having to manually perform the action of paying the bill. Join this newsletter to be notified when it is out.

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

Brown Advisory

SEPTEMBER 6, 2022

Traditional value investors (by which we mean low price-to-book (P/B) or low price-to-earnings (P/E) ratios) typically love a good capital cycle as it neatly explains much of the mean reversion we see across many industries. Book Club We have read a couple of great books in our book club recently.

Investing 52

Investing Investments Insurance Ethics 52

Good Financial Cents

APRIL 19, 2023

When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Sell An E-book 11. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Now let’s get started. CD Laddering 6. Buy a Blog 7. Start A Blog 9.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

JANUARY 9, 2024

You were saying that you had a code of ethics, but then your CEO was sexually harassing people. Like they had an asset that was not, you know, that was a very untraditional, you know, like we have this ability to tap retail investors to refinance and they played it really fascinatingly. If anything it’s going the other way.

Banking 130

Banking Retail Math Management 130

Sara Grillo

JUNE 2, 2022

Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. They say they based the rankings on: Assets under management (AUM) Revenue produced for the firm Regulatory record Quality of practice Philanthropic work. What about ethics?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

MARCH 13, 2023

Alternative asset classes, physical gold, different realms of fixed income, ETFs that use options strategies for downside protection, and other innovative ETFs may become more popular. The way an ETF trades, there is a value based intrinsically on the underlying assets. People say that ETFs are the Silicon Valley of asset management.

Financial Advisor 59

Financial Advisor Assets Management License 59

International College of Financial Planning

MAY 30, 2023

The finance industry is known for its complexity and competitiveness,where ethics play a pivotal role in determining arofessional’s In today’s rapidly evolving and economically complex world, mastering the fundamentals of personal finance is of utmost importance.

Retirement Planning 40

Retirement Planning Education Risk Management Budgeting 40

Zoe Financial

APRIL 21, 2023

ESG Investing is a strategy that allows investors to align their portfolios to businesses that uphold ethical standards and directly reflect their values. Many resources are available to comprehend ESG investing better, including articles, books, online courses, and subject-matter experts in Zoe’s Advisor Network.

Investing 40

Investing Investments Risk Tolerance Government 40

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Gold, the unproductive asset, delivered less than 1 cent for every dollar delivered by U.S.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Gold, the unproductive asset, delivered less than 1 cent for every dollar delivered by U.S.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

JUNE 16, 2022

Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. Another interesting book that we came across recently is the Half-life of Facts by Samuel Arbesman 3. What is the half-life of our WACC?

Investing 52

Investing Investments Accounting Valuation 52

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. An example would be a percentage of your assets under management. Fees are based on the assets under management, i.e. a percentage-based fee structure, and can range from 0.20% to 0.35%. Do you work well with them?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. An example would be a percentage of your assets under management. Fees are based on the assets under management, i.e. a percentage-based fee structure, and can range from 0.20% to 0.35%. Do you work well with them?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Brown Advisory

JULY 23, 2019

Readers seeking to know more about Buffett, Munger or Berkshire’s approach are encouraged to study Berkshire’s Owner’s Manual and Buffett’s many annual letters to shareholders, available at www.berkshirehathaway.com ; the book Poor Charlie’s Almanack , a collection of speeches and presentations by Munger; and the CNBC Buffett Archive.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Readers seeking to know more about Buffett, Munger or Berkshire’s approach are encouraged to study Berkshire’s Owner’s Manual and Buffett’s many annual letters to shareholders, available at www.berkshirehathaway.com ; the book Poor Charlie’s Almanack , a collection of speeches and presentations by Munger; and the CNBC Buffett Archive.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

NOVEMBER 15, 2022

I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. NADIG: Even though Amex was the key, you know, Amex was the glue holding it together because they’ve figured out how to do creation and redemption, and how to handle book.

Management 278

Management Assets Portfolio Investing 278

The Big Picture

AUGUST 29, 2022

He is the author of several books, most recently, “The Bogle Effect,” how John Bogle and Vanguard turned Wall Street inside out and saved investors trillions. BALCHUNAS: Yeah, institutions, which came in handy later in my — when I wrote my first book. And I asked everybody, (inaudible) people for this book. RITHOLTZ: Yeah.

Assets 173

Assets Management Marketing Marketing 173

Good Financial Cents

APRIL 10, 2023

While they earned half a million dollars per year, they only had $17,000 in total assets. That’s right; they were in their mid-thirties and they wanted to retire at age 50, yet they only had $17,000 in actual assets to their name! For example, wealthy people focus on buying income-producing assets instead of depreciating assets.

Investing 110

Investing Investments Assets Accounting 110

Dear Mr. Market

MARCH 11, 2023

We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. Additionally, if you’re concerned about domestic valuations being too high, Japan is attractive trading at 12 times on a forward earnings basis with a price to book at 1.1

Investing 105

Investing Investments Portfolio Assets 105

The Big Picture

JUNE 11, 2024

Peter is also the author of two really interesting books, the Five Mistakes Every Investor Makes, and How to Avoid Them. Barry Ritholtz : So I didn’t mean to imply that the other books were interesting, I just, those are the two most recent books I wanted to emphasize. And second, tell us what else the book is about.

Planning 162

Planning Clients Investing Investments 162

Tucker Advisors

AUGUST 9, 2021

When advisors are not fiduciaries, they follow what is called the “suitability” requirement, which is basically an ethical call to follow the same prioritization of interests. The advice will serve as a primary basis for investment decisions with respect to plan or IRA assets, and that. Maximizing Your Next Live Event with Brad Smith.

Financial Advisor 52

Financial Advisor License Clients Insurance 52

Sara Grillo

JUNE 12, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. So ethically, I think it applies everywhere. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn.

Insurance 59

Insurance Clients Financial Advisor Math 59

Trade Brains

JUNE 2, 2023

It is also known for its transparent working policies and ethical practices. He believes trading as a zero-sum game and that is the reason he studied market volatility by reading books on fundamental and technical analysis. The firm has trading strategies that are considered best among all other retail brokers of the country.

Accounting 52

Accounting Clients Retail Certification 52

Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Do you have a burning opinion you’d like to share? December 12 th , 2023.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

DECEMBER 14, 2022

She and her team manages over $565 billion in real estate assets. MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right?

Assets 162

Assets Investing Investments Portfolio 162

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JANUARY 25, 2025

Aeon ) Does One Emotion Rule All Our Ethical Judgments? Big Think ) Twenty Lessons On Tyranny From the Twentieth Century : These lessons are the openings of the twenty chapters of a 2017 book On Tyranny, lightly edited since to account for the Big Lie, the coup attempt, the war in Ukraine, and the risks we face in 2024.

Ethics 147

Ethics Electronics Insurance Accounting 147

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. Wright says, if we are going to asset that the CFP Board and marks are bad, we should ask the question, “bad compared to what?” Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 10, 2023

The firm plans to hit $10 trillion in client assets over the next decade. Fringe’ research suggests the insects that are essential to agriculture have emotions, dreams and even PTSD, raising complex ethical questions. ( It doesn’t matter who you are, how many degrees you have accumulated, or how many books you have written.

Valuation 289

Valuation Ethics Advertising Taxes 289

Aleph

MARCH 25, 2023

Do we really want payment networks to be ethics guardians? Mar 22, 2023 Banks and investors are reviving a push for changes to securities accounting after the SVB collapse [link] As I said to IASB 20+ years ago, there should be book and fair value balance sheets and income statements. More info for stakeholders. Why complain?

Banking 59

Banking Risk Management Government Accounting 59

The Big Picture

JANUARY 14, 2025

Cliff Asus, founder of a QR capital managing partner there, at the time, I think it was late twenties, he was finishing up his PhD at the University of Chicago and was working for Goldman Sachs Asset Management. There was really no jobs for asset management, but those are the courses I love the most at Penn and really wanted to pursue that.

Management 147

Management Investing Investments Assets 147

Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. for the S&P® 500. Opening Comments.

Insurance 52

Insurance Banking Investing Investments 52

The Big Picture

APRIL 8, 2024

I think it was in his book, one Up on Wall Street. It’s not as, as strong as your business in the asset management business. Hustle was managing institutional right assets. 00:16:57 [Speaker Changed] Early on there was a business called Johnson Red Book. 00:55:54 [Speaker Changed] Let’s talk about books.

Economy 147

Economy Clients Banking Economics 147