Wealth Management

DECEMBER 4, 2023

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.

Retirement 279

Retirement Retirement Planning Wealth Management Consulting 279

Wealth Management

FEBRUARY 21, 2024

Currently with another RIA in San Diego, filings indicate Blue Sky Capital Consultants Group intends to offer asset-based, fixed-fee and hourly services.

Consulting 277

Consulting Assets 277

The Big Picture

APRIL 3, 2023

The consulting firm Global SWF tracks all the important info about Sovereign Wealth Funds (SWFs) and Public Pension Funds (PPFs). The asset value peak was $33.6 Given the rough year markets had in 2022, including all of the held asset classes, it is an impressive, albeit curious showing. trillion as of the end of 2022.

Assets 312

Assets Consulting Taxes Marketing 312

The Big Picture

APRIL 15, 2023

 This week, we speak with Joseph Baratta , who since 2012, has served as Global Head of Private Equity at Blackstone – the world’s largest alternative asset manager, with $975 billion in assets under management.

Consulting 284

Consulting Compliance Assets Management 284

The Big Picture

SEPTEMBER 28, 2022

What is in your control : Your Portfolio : You want to create something robust enough to withstand drawdowns and recessions; not necessarily the best possible set of assets but the ones you can live with day in and day out. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

The Big Picture

DECEMBER 17, 2022

A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management. This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management.

Management 281

Management Valuation Consulting Investing 281

The Big Picture

MARCH 2, 2023

Wall Street Journal ) Be sure to check out our Masters in Business interview this weekend with Maria Vassalou, Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs Asset Management. At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C.

Electronics 278

Electronics Consulting Assets Media 278

The Big Picture

MARCH 4, 2023

GQ ) Be sure to check out our Masters in Business interview this weekend with Maria Vassalou, Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs Asset Management. At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C.

Food 277

Food Consulting Assets Management 277

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 246

Financial Planner Numbers Clients Assets 246

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. After three years I decided I don’t love payments enough to continue to do consulting and m and a and payments. Thank you for having me.

Assets 147

Assets Management Investments Investing 147

Nerd's Eye View

AUGUST 8, 2022

scheduling a complimentary consultation or downloading a free sample financial plan). As with any marketing investment, it is important for firms to track the results of these changes; for example, monitoring the number of website visitors during a certain period and the number of prospects who scheduled a consultation.

Communication 245

Communication Consulting Clients Numbers 245

The Big Picture

DECEMBER 2, 2023

He was previously a partner in two private equity funds, a consultant in the Paris office of Bain & Co., That family office was created to manage the assets of Julius Rosenwald, who had steered Sears into a retailing giant and took them public in 1906. and worked in the mergers and acquisitions department of Goldman Sachs.

Consulting 255

Consulting Retail Management Assets 255

Nerd's Eye View

FEBRUARY 19, 2024

Apex Fintech Solutions noted that the average advisor rings in at a cool 97% retention rate for acquired clients, suggesting that net new assets may provide a clearer lens for growth than the more traditional AUM metric. In the same vein, they also highlighted that hybrid firms (i.e.,

Consulting 244

Consulting Financial Advice Engineering Financial Advisor 244

Nerd's Eye View

AUGUST 8, 2022

scheduling a complimentary consultation or downloading a free sample financial plan). As with any marketing investment, it is important for firms to track the results of these changes; for example, monitoring the number of website visitors during a certain period and the number of prospects who scheduled a consultation.

Marketing 241

Marketing Marketing Communication Consulting 241

The Big Picture

MARCH 6, 2023

( Digg ) Be sure to check out our Masters in Business interview this weekend with Maria Vassalou, Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs Asset Management. At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C.

Retirement Planning 282

Retirement Planning Transportation Valuation Consulting 282

The Big Picture

MARCH 7, 2023

At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C. The All-Star Game is the league’s pre-eminent regular season event, and the only thing worse than the desultory action on the floor was the ratings.

Food 277

Food Consulting Assets Manufacturing 277

The Big Picture

FEBRUARY 25, 2023

David Layton is the chief executive officer of Partners Group , a global private markets firm with more than $135 billion in assets under management. Be sure to check out our Masters in Business next week with Maria Vassalou, Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs Asset Management.

Assets 37

Assets Consulting Management Investing 37

The Big Picture

NOVEMBER 30, 2022

How Allocators Can Avoid ‘Secondhand Smoke’ From Illiquid Investments : Investors face a “game theory problem” in determining the optimal size of their allocations to private markets and other harder-to-sell assets, according to new research. New York Times ). • Institutional Investor ). What’s behind the UK’s economic mess? . •

Consulting 279

Consulting Economics Assets Investments 279

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Financial Advising 173

Financial Advising Wealth Management Portfolio Management Investment Advisor 173

Abnormal Returns

APRIL 24, 2023

Podcasts Michael Kitces talks operational efficiency with Charesse Spiller who is Founder and Principal Consultant for Level Best. kitces.com) What financial advisers want from their asset managers. kitces.com) Daniel Crosby talks kids and money with Mac Gardner, Founder and Chief Education Officer for FinLit Tech.

Financial Advising 147

Financial Advising Consulting Financial Planning Education 147

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

The Big Picture

JULY 12, 2023

Upshot ) • Chris Miller, historian and author of “Chip War” In which I consult an expert on the battle to control the semiconductor industry. trillion dollar in client assets. A new study finds that private equity firms own more than half of all specialists in certain U.S.

Insurance 244

Insurance Distribution Economics Consulting 244

Carson Wealth

MARCH 14, 2024

If you’re not familiar with how to accomplish this consult a financial advisor. 2. Leave It Where It Is You may elect to do nothing and leave your assets in your old 401(k). It’s worth stating again, this decision is best made while consulting with an experienced tax advisor.

Financial Advisor 143

Financial Advisor Consulting Taxes Retirement 143

The Big Picture

APRIL 29, 2023

Hodinkee was a consultant to Apple in the design of the Apple Watch. Be sure to check out our Masters in Business next week with Julian Salisbury , Chief Investment Officer of Goldman Sachs Asset & Wealth Management , with $737 billion in assets under management.

Advertising 173

Advertising Wealth Management Assets Accounting 173

Trade Brains

OCTOBER 31, 2024

It previously offered asset financing and advisory services. Please consult your investment advisor before investing. With a market capitalization of Rs. crores, Kothari Industrial Corporation Limited’s share price closed at Rs. In the quarter ended September 2024, promoters increased their stake in Ladderup Finance Limited from 56.85

Wealth Management 105

Wealth Management Investments Investing Investment Advisor 105

The Big Picture

FEBRUARY 27, 2023

I asked my buddy if he had any interest in selling the stub (assets include name, intellectual property, board, ticker symbol, etc.) We kicked around how the target demographic makes these decisions, how they check which box, who they consult with, what other parties advise the decision-makers. for pennies on the dollar.

Distribution 325

Distribution Retirement Retirement Planning Taxes 325

Nerd's Eye View

NOVEMBER 8, 2022

Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households. My guest on today's podcast is Cean Kenefick-Rogers.

License 130

License Consulting Financial Advisor Insurance 130

Harness Wealth

APRIL 17, 2025

When you contribute to a DAF, you relinquish legal ownership of your assets but maintain advisory privileges that allow you to recommend grants to qualified charitable organizations of your choosing. Table of Contents What Are Donor-Advised Funds, and How Do They Work?

Taxes 52

Taxes Tax Planning Distribution Assets 52

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. This includes the stock itself, its sector, industry, and other highly correlated assets.

Management 73

Management Taxes Estate Planning Asset Allocation 73

Nerd's Eye View

AUGUST 27, 2024

Mark is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and is a longtime practice management consultant and thought leader in the financial advisory industry. Welcome to the 400th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mark Tibergien.

Financial Advisor 130

Financial Advisor Consulting Accounting Clients 130

Abnormal Returns

AUGUST 15, 2022

kitces.com) Daniel Crosby talks with Melina Palmer is founder and CEO of The Brainy Business, which provides behavioral economics consulting to businesses of all sizes from around the world. riabiz.com) Alternative assets are a mine field for advisers. riabiz.com) DFA is a case study in being slow to recognize industry shifts.

Financial Planning 130

Financial Planning Valuation Consulting Retirement 130

Trade Brains

NOVEMBER 3, 2024

The Indian non-banking financial sector demonstrates remarkable resilience through strong net interest margins and effective asset quality management. Moreover, Bajaj Finance maintains exceptional asset quality with GNPA and NNPA at 1.06% and 0.46% respectively. Please consult your investment advisor before investing.

Financial Services 59

Financial Services Risk Management Portfolio Management 59

Nerd's Eye View

APRIL 9, 2024

that oversees approximately $750 million in assets under management for about 200 client households. Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C.,

Financial Advisor 130

Financial Advisor Consulting Clients Wealth Advisor 130

Harness Wealth

JANUARY 29, 2025

This strategy gives individuals the opportunity to reinvest in comparable but not “substantially identical” assets (as defined by the IRS), and maintain a similar portfolio exposure. The tax treatment of this loss will depend on how long the asset has been held. All of this adds up to a total tax saving of $5,550.

Taxes 52

Taxes Assets Sales Portfolio 52

Harness Wealth

NOVEMBER 12, 2024

However, for individuals who generate 1099 income from consulting, a small business, or other professional activities can capture tax savings from contributing significant portions of their net profits to tax-advantaged retirement accounts such as SEP IRAs or Solo 401(k)s. Find your next tax advisor at Harness today.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

The Chicago Financial Planner

NOVEMBER 27, 2022

Consult with your tax professional to determine when your employee contributions must be made. For those wishing to invest in alternative assets inside of their SEP or solo 401(k), a number of self-directed retirement plan custodians offer this option. I generally consider this a plan for the self-employed.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Carson Wealth

DECEMBER 24, 2024

Understanding Asset Protection Safeguarding your wealth is as important as building it. What Is Asset Protection? Asset protection is a set of legal strategies used to help shield individual or business assets from losses due to legal judgments, seizure, taxes, and claims by creditors or beneficiaries.

Assets 52

Assets Insurance Financial Advisor Taxes 52