The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. This made me chuckle, as we had discussed this level of unsuitable and inappropriate asset management for years, with me offering an endless parade of examples.

Accounting 353

Accounting Government Assets Management 353

Abnormal Returns

JULY 17, 2023

(standarddeviationspod.com) Charles Schwab Charles Schwab ($SCHW) clients with $1 million in assets now are automatically enrolled in one of its private wealth management programs. thinkadvisor.com) The biz The DOL's fiduciary rule has thrown a wrench into Edelman Financial Engine's ($EFE) plans.

Wealth Management 246

Wealth Management Compliance Engineering Clients 246

Abnormal Returns

NOVEMBER 11, 2022

neckar.substack.com) The best asset allocation is one you can stick with. theblock.co) Companies Tech companies are still paying up to hire engineering talent. Strategy Now is the time to clear out all your bad trades before the new bull market gears up. awealthofcommonsense.com) FTX FTX has filed for bankruptcy.

Asset Allocation 242

Asset Allocation Financial Advising Media Engineering 242

The Big Picture

JANUARY 16, 2023

The Value of Corporate Pension Assets Fell Dramatically. It was a bit of a remarkable coincidence that both assets and liabilities fell by such a large but similar amount,” says Aon’s Joe McDonald. Be sure to check out our Masters in Business interview this weekend with Jennifer Grancio, CEO of Engine No. per year. (

Healthcare 276

Healthcare Engineering Banking Distribution 276

The Big Picture

SEPTEMBER 26, 2022

. • Pensions Brace for Private-Equity Losses : Retirement officials predict grim results from investments in private equity and other illiquid assets ( Wall Street Journal ). • The Era of Monster-Truck Sneakers Treats Soles as Engineering Marvel : Tread anything but lightly when you’re wearing these sneakers. Wall Street Journal ). •

Engineering 306

Engineering Economy Manufacturing Retirement 306

The Big Picture

OCTOBER 31, 2022

Strategies, asset classes and securities go in and out of style in part because the pendulum always swings back and forth between fear and greed but also because the future is unknowable. ( Professor Jeremy Siegel of Wharton, and Jeremy Schwartz, Chief Investment Officer at the $75 billion Wisdom Tree Asset Management. Green ). •

Engineering 264

Engineering Economics Assets Media 264

The Big Picture

NOVEMBER 1, 2022

The problems with Twitter are not engineering problems. Twitter, the company, makes very little interesting technology; the tech stack is not the valuable asset. The asset is the user base: hopelessly addicted politicians, reporters, celebrities, and other people who should know better but keep posting anyway. (

Startup 264

Startup Assets Engineering Food 264

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

The Big Picture

SEPTEMBER 21, 2022

For Gen Z, TikTok Is the New Search Engine : Need to find a restaurant or figure out how to do something? The Sinaloa Cartel Is Controlling Water in Drought-Stricken Mexico : “Water is now a valuable asset for us, and as it becomes more scarce, the more we will fight to make sure we have enough,” a cartel operative told VICE World News.

Financial Advice 288

Financial Advice Engineering Economy Management 288

The Big Picture

MAY 17, 2024

Subramanian is on the advisory board of the UCLA Master of Financial Engineering program. Be sure to check out our Masters in Business this week with Jeffrey Sherman, Deputy CIO at DoubleLine Capital , which manages over $100 billion in mostly fixed-income assets.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

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. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Investing Investments 147

Indigo Marketing Agency

FEBRUARY 1, 2025

SEO Impact The new Mendoza Private Wealth website is designed with SEO at its core, making it a powerful tool for improving search engine rankings and attracting the right clients. Lets make your website your best marketing asset for 2025 and beyond. How This Refresh Aligns With Marketing Best Practices 1.

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

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. A continual thread through the conference was the ongoing effort to build a truly cohesive tech stack.

Consulting 244

Consulting Financial Advice Engineering Financial Advisor 244

Wealth Management

SEPTEMBER 6, 2022

After years of historically low yields in public markets, private assets have significantly grown in importance for many investors and their portfolios. But showing clients the role of these assets in a whole portfolio context takes significant time and effort without an analytical engine that can efficiently analyze the data.

Portfolio 130

Portfolio Engineering Assets Clients 130

The Big Picture

JUNE 28, 2024

This week, we speak with Eva Shang , co-founder, general partner, and chief executive officer of Legalist , an institutional alternative asset management firm. She leads the company’s 35-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation and investment committees.

Engineering 182

Engineering Valuation Government Accounting 182

The Big Picture

FEBRUARY 4, 2023

They also played a major role in the development of the jet engine. trillion in fixed income assets. The GE of that era not only led to the electrification of America, but it helped develop radio, and then was instrumental in helping the country fight World War Two. Rieder helps to manage $2.5

Engineering 204

Engineering Management Media Investing 204

Trade Brains

AUGUST 31, 2023

Ratnaveer Precision Engineering IPO Review: Ratnaveer Precision Engineering is coming up with its Initial Public Offering. In this article, we will look at Ratnaveer Precision Engineering IPO Review 2023 and analyze its strengths, weaknesses, GMP and more. Keep reading to find out! Keep reading to find out! As of FY23.

Engineering 59

Engineering Manufacturing Pharmaceutical Portfolio 59

Nerd's Eye View

JANUARY 30, 2024

Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households. My guest on today's podcast is Tim Goodwin.

Financial Advisor 246

Financial Advisor Clients Compliance Engineering 246

The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.

Asset Allocation 173

Asset Allocation Advertising Engineering Media 173

Trade Brains

AUGUST 31, 2024

Gala Precision Engineering Company is coming up with its IPO fresh issue of Rs. In this article, we will look at the Gala Precision Engineering IPO Review and analyze its strengths and weaknesses. In this article, we will look at the Gala Precision Engineering IPO Review and analyze its strengths and weaknesses. crores in FY23.

Engineering 52

Engineering Manufacturing Sales Government 52

Trade Brains

OCTOBER 4, 2024

Garuda Construction and Engineering Limited Company is coming up with an IPO size of Rs. This article will examine the Garuda Construction and Engineering IPO, evaluating its strengths and weaknesses. This article will examine the Garuda Construction and Engineering IPO, evaluating its strengths and weaknesses. Let’s dive in!

Engineering 52

Engineering Management Portfolio Marketing 52

Nerd's Eye View

SEPTEMBER 12, 2023

What's unique about Jason, though, is how he built Altruist as an "all-in-one" custodian platform for RIAs that includes the portfolio management and performance reporting software that most advisory firms have to purchase separately… as Jason found while he was building his own TAMP a decade ago, the limitations of current RIA custodians made (..)

Financial Advisor 246

Financial Advisor Investing Investments Financial Advice 246

Steve Sanduski

APRIL 8, 2025

In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. But “engineering” is also a nod to the unique niche that Keen Wealth has carved out among local engineering, architecture, and construction companies, leading to consistent organic growth.

Engineering 52

Engineering Communication Financial Planning Clients 52

Trade Brains

NOVEMBER 18, 2023

Tata Technologies IPO Review – About The Company Tata Technologies, a subsidiary of Tata Motors, is a global leader in Engineering and product development. The Company has been a pioneer in the Automotive and Aerospace segment providing industry-leading Engineering Research and design services (ER&D). 67 Lakh Cr. 3578 Cr in FY22.

Engineering 115

Engineering Assets Clients Manufacturing 115

Nerd's Eye View

AUGUST 29, 2023

Jeff is the Owner and Founder of Cypress Financial Planning, an independent RIA based in Haddon Heights, New Jersey, that oversees $275 million in assets under management for 380 client households. My guest on today's podcast is Jeff Jones.

Planning 245

Planning Clients Financial Planning Financial Advisor 245

Abnormal Returns

FEBRUARY 16, 2023

(theblock.co) Companies Cory Doctorow, "In its nearly 25-year history, Google has made one and a half successful products: a once-great search engine and a pretty good Hotmail clone. howardlindzon.com) Private assets Why private equity needs much better valuations. Everything else it built in-house has crashed and burned."

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Advisor Perspectives

JULY 26, 2023

TCW Group, the asset manager with a long history of managing bond funds, is expanding into exchange-traded funds with an agreement to buy an ETF business from activist investor Engine No.

Engineering 52

Engineering Assets Management 52

The Irrelevant Investor

DECEMBER 4, 2022

Articles Riskier assets command higher expected returns. (By By Jill Gunter) Owning GBTC or ETHE is like owning a put option on the market (By Jeff Dorman) What happens when answer engines replace search engines. (By By Derek Thompson) The next Warren Buffett cur.

Engineering 83

Engineering Assets Marketing Marketing 83

The Big Picture

FEBRUARY 10, 2023

technology into its search engine. ( trillion in fixed-income assets as a member of BlackRock’s Global Operating Committee and is Chairman of the firm-wide BlackRock Investment Council. The Atlantic ) • Bing (Yes, Bing) Just Made Search Interesting Again : Google has stiff competition now, after Microsoft integrated powerful A.I.

Math 173

Math Engineering Manufacturing Investing 173

Advisor Perspectives

MARCH 21, 2025

It's been full steam ahead for active ETFs, with total assets now rapidly approaching the $1 trillion milestone.

Engineering 45

Engineering Assets 45

The Big Picture

FEBRUARY 8, 2023

Some highlights over the past few days: Super intesting discussion on where are today from @CameronDawson @StocktonKatie @LizYoungStrat Moderate expectations for 2023 pic.twitter.com/JwOj1Ycfz2 — Barry Ritholtz (@ritholtz) February 7, 2023 “We now have $350b in advisory assets, which will grow at 20-25% a year.

Engineering 130

Engineering Food Sales Assets 130

Abnormal Returns

JULY 25, 2023

ritholtz.com) ETFs Joe Wiggins, "While it may be difficult for investors to make money from thematic funds, it is easy for asset managers." behaviouralinvestment.com) TCW Group is buying the ETF business of Engine No. (ofdollarsanddata.com) Why people underperform their own investments.

Financial Advising 130

Financial Advising Media Engineering Sales 130

Trade Brains

JANUARY 22, 2024

In 2002, the Company formed a technical collaboration with Cummins Engineering & IT Arm. In the scheme of arrangements, KPIT became an Automotive Engineering entity while Birlasoft became a Business IT Services Company. It has also set up engineering centers in India, Europe, USA, Japan, China & Thailand. 67 Lakh Cr.

Planning 119

Planning Engineering Manufacturing Clients 119

Cordant Wealth Partners

NOVEMBER 18, 2024

You can donate appreciated assets to your DAF, avoiding capital gains taxes and further lowering your tax bill. The donor receives a tax deduction in the year the contribution is made, and the donated assets continue to grow tax-free in the account until the donor gifts them to the qualified charities of their choice.

Taxes 52

Taxes Tax Planning Nonprofit Accounting 52

The Big Picture

FEBRUARY 25, 2025

However, if you’re an electrical engineer, it’s not a pejorative. And because indexing was created by a group of electrical engineers and mechanical engineers, they just used what they thought was the sensible terminology. That’s the single most valuable asset for most people. Passive is a negative term.

Investing 162

Investing Investments Management Engineering 162

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. And a personal note, Walker Fire needs to replace it's Type 1 engine. Bill Bengen, known for deriving the 4% rule sat for a podcast with Sam Dogen , a well known FIRE proponent and blogger.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

MarketWatch

MARCH 29, 2023

AAR, which provides aviation services to commercial and government operators, said its AAR Supply Chain subsidiary was buying the aircraft, which will be equipped with 18 Rolls-Royce RB211 engines from American Airlines. AAR’s stock slipped 0.3% in morning trading. Boeing’s stock has advanced 9.1%

Engineering 75

Engineering Government Assets Marketing 75