Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Right now, your clients dont just need portfolio management; they need perspective. Brace yourselves!

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Nerd's Eye View

APRIL 23, 2024

Tyson is the CEO of FORM Wealth Advisors, a hybrid advisory firm based in Lake Geneva, Wisconsin, that oversees approximately $900 million in assets under management for just over 800 client households.

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Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

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The Big Picture

MAY 9, 2023

And whilst on a relative basis, those assets outperformed what was going on in a lot of other private firms, you know, it was certainly, I think we had 169 positions on the book at the time. ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. What do they focus on?

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Sara Grillo

AUGUST 15, 2022

In this podcast we don’t discuss the basics of direct indexing or talk about any of the direct indexing providers per se, but instead we focus on how to apply it to client portfolio management. Igor Smolyanskiy of Vilga Financial performs direct indexing for about 1/3 of his client base. What is direct indexing?

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The Big Picture

JANUARY 21, 2025

And it was really the ETF revolution that took indexing and turned it into a national phenomenon that now it surpasses the amount of money inactively managed funds. Two, I got my first Wall Street bonus three, I sold another book, which meant I got a big advance. 00:09:30 [Speaker Changed] So that’s an interesting thesis.

Investing 147

Investing Investments Management Retirement 147

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. equity universe.

Portfolio Management 52

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Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. It includes those Russell Midcap Index companies with higher price-to-book ratios and higher forecasted growth values.

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Indigo Marketing Agency

SEPTEMBER 9, 2020

I released my latest book, The Marketing Guide For Financial Advisors , about a year ago. It’s always nerve-racking to pour your heart and soul into a book because you never truly know what people will think. . Create a user-friendly website that converts prospects into clients. In fact, it has a perfect 5-star rating on Amazon.

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The Big Picture

DECEMBER 28, 2022

But this new book is so interesting and so filled with details that only an insider can have. CHARLIE ELLIS, FOUNDER AND FORMER MANAGING PARTNER, GREENWICH ASSOCIATES: Well, it started a long time ago, 1966, I was working with a securities firm in New York, and Wellington was a client in Philadelphia.

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The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. And so that’s not something that every client is willing to tolerate.

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The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

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The Big Picture

MARCH 20, 2024

. ~~~ About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” — the first quantitative investing book available to the general public.

Investing 162

Investing Investments Portfolio Valuation 162

The Big Picture

JULY 11, 2023

And so you saw this shift from kind of fees embedded in say the mutual fund vehicle to being external on the client statement and so then advisors wanted things like ETFs and SMAs and other things because the client was seeing that they were paying their advisor every month. So she wants her portfolio managed that way.

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The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And so our customer base is financial advisors and their underlying clients. NORTON: They can be.

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The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. 00:05:33 [Speaker Changed] Well, a couple weeks before I joined banking, someone gave me a book called Monkey Business. 00:05:40 [Speaker Changed] So that, that book is about bankers at DLJ in the nineties, you know, premier Investment Bank.

Healthcare 162

Healthcare Portfolio Management Investing 162

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). More than 70% of Pros stated that they were booked out the SAME OR MORE compared to 2022." "We Time/Long-Term We recently met with the management team of Intuitive Surgical (ISRG). Total 7.0%

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The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

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The Big Picture

JULY 24, 2023

And read all the right books to get inspired. RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. And so I started practicing writing online.

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The Big Picture

NOVEMBER 14, 2023

So we had clients like Chase and Citibank and JP Morgan and all of those. They sometimes have trouble talking to clients. So I need to adjust my management style. So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training.

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The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. Let’s talk about books. So for me, those are great books.

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Brown Advisory

JUNE 11, 2021

That’s why two of our portfolio managers, Ali Bayler, CAIA , and Mick Dillon, CFA , were delighted to have a conversation about the human side of investing with Morgan Housel, a writer noted for his ability to step back and see what really matters in the investment world.

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Brown Advisory

JUNE 11, 2021

That’s why two of our portfolio managers, Ali Bayler, CAIA , and Mick Dillon, CFA , were delighted to have a conversation about the human side of investing with Morgan Housel, a writer noted for his ability to step back and see what really matters in the investment world. The Human Side of Investing: A Conversation with Morgan Housel.

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The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. And when we first booked you, you were like a junior analyst. And they were worried about me because my client was so out of his head on whatever it was he had taken, that they were actually worried for my safety.

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The Irrelevant Investor

OCTOBER 4, 2016

Great investors need to be masterful in delivering their message in order to see their clients or partners through difficult times. He is the author of thirteen books, which is pretty amazing when you consider he's only really saying three things; buy index funds, keep costs low, and stay the course. This is a mistake.

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Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). More than 70% of Pros stated that they were booked out the SAME OR MORE compared to 2022." "We Yet, short-term information is sometimes useful to longer-term thinkers.

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Clients Investing Investments Sales 81

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. They’ve grown tremendously.

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Bell Investment Advisors

JANUARY 11, 2024

David Brooks writes for the New York Times, and he is the author of a book we once “book clubbed” in the office. We were also delighted that three babies joined the broader Bell family: Relationship Manager Taylor Bogert welcomed baby Bret, Advisor Tiffany Blaho welcomed baby Neil, and Portfolio Manager Ryan Kelley welcomed baby Emma.

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Sara Grillo

JULY 8, 2022

No joke, there are alot of morons in the business who are salespeople in disguise and just sit around golfing all day while earning trailing commissions off their clients to whom they sold whole life insurance 20 years ago. I have any emails from clients routed to a specific folder so that I can address those first. hours of it.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

Brown Advisory

SEPTEMBER 3, 2015

We are using third-party managers such as Somerset and Macquarie in an effort to position client portfolios to benefit from the rising middle class across the region. We mitigate risk by ensuring that the managers buy shares of Chinese companies outside mainland exchanges, where speculation is rife. 1, 2008, until Dec.

Insurance 52

Insurance Portfolio Management Clients Government 52

The Irrelevant Investor

FEBRUARY 28, 2019

One of the challenges with tactical portfolio management, particularly with trend following, is that whipsaws are part of the deal. Yes, I'm talking my book here, we use a trend-following model for our clients. Vee bottoms suck for tactical strategies, but they're alright for the do nothing portfolio.

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The Big Picture

OCTOBER 17, 2023

I read something you had mentioned Schlansky’s book, the Theory of Poker, A professional poker player teaches you how to think like one, obviously decision making under uncertainty with probabilistic odds and an inherently unknowable future. It goes back to the client. It also aligns clients and improves client behavior.

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Investing Investments Clients Management 130

Brown Advisory

DECEMBER 18, 2017

Therefore, we are constantly seeking to innovate and bring additional perspectives into our fundamental research—to go “beyond bottom-up” investing in our quest to generate outperformance for our clients. Investigative Research Process: Receive assignment from a portfolio manager or sector analyst.

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Brown Advisory

DECEMBER 18, 2017

Therefore, we are constantly seeking to innovate and bring additional perspectives into our fundamental research—to go “beyond bottom-up” investing in our quest to generate outperformance for our clients. In his book Snow Crash , Neal Stephenson wrote about the immense value of being able to “condense fact from the vapor of nuance.”

Portfolio Management 52

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Investment Writing

SEPTEMBER 20, 2022

Spell checkers can also miss typos like writing “manger” for “portfolio manager.” Can you imagine opening a beautiful pitch book with “Jane Miller, portfolio manger” on the cover? That kind of typo can make prospects and clients worry that you’re not careful about more serious matters.

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Portfolio Management Portfolio Clients Management 52

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. VASSALOU: Yes.

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Assets Management Marketing Marketing 173

Brown Advisory

OCTOBER 28, 2021

She is the author of the new book Saving Us: A Climate Scientist’s Case for Hope and Healing in a Divided World. Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different.

Portfolio Management 52

Portfolio Management Economics Clients Education 52