The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking 130

Banking Economy Startup Marketing 130

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 299

Clients Wealth Management Banking Investments 299

Nerd's Eye View

SEPTEMBER 28, 2022

Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households.

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Trade Brains

SEPTEMBER 21, 2024

HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%.

Banking 111

Banking Financial Services Insurance Assets 111

Steve Sanduski

AUGUST 21, 2023

In a Nutshell: Referrals can be an important part of fixing the organic growth problem that has stalled many firms since the economy cooled. But if you’re just waiting around for clients to sing your praises to friends and family, you might be waiting forever.

Clients 52

Clients CFP Marketing Marketing 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. billion in client assets.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

BlueMind

JULY 15, 2022

For example, the Securities and Exchange Commission (SEC) in the United States or The Financial Consumer Agency of Canada (FCAC) in Canada. Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Discipline Funds

OCTOBER 6, 2023

Liars Poker was a book that both excited me about getting into the financial services industry and also made me deeply question the motives of people in the financial services industry. You see, most financial services ponzi schemes start with good intentions.

Financial Services 76

Financial Services Compliance Government Accounting 76

Brown Advisory

AUGUST 19, 2022

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. There is a risk that some or all of the capital invested in any such securities may be lost.

Marketing 98

Marketing Marketing Investments Investing 98

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe.

Investments 147

Investments Investing Clients Assets 147

Brown Advisory

SEPTEMBER 21, 2022

waste services company Waste Connections and British pest-control firm Rentokil Initial are traditionally defensive businesses that typically benefit from local economies of scale in distribution, which can be incredibly hard for smaller players to compete with. FCF yield calculations presented use NTM and exclude financial services.

Portfolio 86

Portfolio Manufacturing Investments Investing 86

Trade Brains

DECEMBER 14, 2023

The firm has a presence in 36 countries with clients across the Americas, Europe, Asia, Australia, and EMEA. Top Indian Stocks held by BlackRock BlackRock has set up a BlackRock India Fund to allow its investors to earn a piece of the pie of India’s growing economy. TCS earns 38.2% respectively. respectively.

Consulting 113

Consulting Banking Insurance Retail 113

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Notably, Angel One Limited has achieved the remarkable status of being the third-largest stock broker in India based on NSE active clients. million clients.

Planning 59

Planning Financial Services Retail Distribution 59

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Of course, markets will ultimately respond to movement in the economy and corporate America, which we discuss below. economy, and the job market is leading the way. last week, getting the first quarter off to a slow start.

Marketing 96

Marketing Marketing Valuation Economy 96

Brown Advisory

OCTOBER 11, 2022

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. There is a risk that some or all of the capital invested in any such securities may be lost.

Marketing 98

Marketing Marketing Investments Investing 98

FMG

AUGUST 30, 2022

It is one that brings value to either the person asking the question or the person being asked and as an advisor, the more you know about a prospect or a client, the better you are able to help them. Here are three high-value questions to help you to better serve your clients. How can you boost client engagement?

Clients 52

Clients Financial Services Ethics Media 52

FMG

MAY 9, 2023

We’re sharing Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. Top Predictions for Future Trends in Financial Services With Tim Welsh (Ep. 413) via ProudMouth What if you could predict the future and see what the financial services industry had in store?

Media 52

Media Financial Advisor Financial Services Clients 52

Clever Girl Finance

JULY 8, 2024

With the gig economy being so strong right now, there’s never been a better time to explore side hustles for women. When I became a freelance writer, I really enjoyed the freedom with my time, as well as the ability to set my own prices and find clients I wanted to work with. blog management, content creation, etc.

Clients 98

Clients Advertising Media Planning 98

Brown Advisory

MARCH 13, 2017

In particular, we see strong potential for companies that are well-positioned to serve members of the growing middle class in emerging economies, many of whom will be accessing a variety of services, such as banking and other financial services, for the first time (see chart below).

Banking 52

Banking Marketing Marketing Insurance 52

Brown Advisory

MARCH 13, 2017

In particular, we see strong potential for companies that are well-positioned to serve members of the growing middle class in emerging economies, many of whom will be accessing a variety of services, such as banking and other financial services, for the first time (see chart below). .

Banking 52

Banking Marketing Marketing Insurance 52

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Growing income and population can drive demand for goods and services in the long run. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline.

Banking 104

Banking Planning Accounting Retail 104

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. While we are worried about public health and the economy, there isn’t much we can do to help. That’s why I’m excited to share the top books for financial advisors in 2020. Best for: Financial advisors who want to sharpen their marketing message and win more clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial advisors help people invest their money after learning about their financial goals. Senior accountants are responsible for managing the financial records of their organization.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Brown Advisory

NOVEMBER 28, 2017

When clients ask us about timing the market (for example, about potentially exiting the market to avoid a market correction) there is almost no situation in which we would recommend doing so. If you are tempted to try and time the market, be forewarned: Both the public and noted financial experts have repeatedly tried—and repeatedly failed.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

When clients ask us about timing the market (for example, about potentially exiting the market to avoid a market correction) there is almost no situation in which we would recommend doing so. It's the Economy. One factor that seems to be quite relevant is the health of the economy when a downturn occurs.

Economy 52

Economy Clients Economics Management 52

FMG

MARCH 14, 2023

How To Create a Digital Marketing Strategy for Financial Services via Advisorpedia Today’s digital landscape is crowded and competitive, and the needs and wants of consumers are constantly changing. And we are loving this roundup from Three Crowns Marketing of the best podcasts for financial advisors in 2023.

Media 52

Media Financial Advisor Advertising Clients 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And the place where I was looking for this risk factors was in the real economy.

Assets 173

Assets Management Marketing Marketing 173

FMG

MARCH 21, 2023

How Financial Advisors Can Get Clients With YouTube via Advisorpedia As a financial advisor, YouTube is one of the most effective ways to market your business. Struggling to find the time to update your clients and prospects on everything happening with the markets and economy? Well, struggle no more.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Brown Advisory

NOVEMBER 22, 2021

The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. 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.

Clients 52

Clients Investments Investing Taxes 52

Brown Advisory

AUGUST 20, 2018

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. The S&P 500® Index represents the large-cap segment of the U.S.

Assets 52

Assets Clients Investments Investing 52

Brown Advisory

AUGUST 20, 2018

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. The S&P 500® Index represents the large-cap segment of the U.S.

Assets 52

Assets Clients Investments Investing 52

FMG

NOVEMBER 8, 2022

Susan Theder caught up with Financial Advisor Magazine to discuss why video works for advisors, the tools you need to use and much more. 4 Video Marketing Ideas for Financial Advisors via Advisorpedia. Video is one of the most powerful formats for creating effective marketing content for financial service professionals.

Media 52

Media Financial Advisor Financial Services Education 52

Brown Advisory

JUNE 16, 2022

We recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. The value of the investment and the income from it will vary.

Clients 52

Clients Asset Allocation Investments Investing 52

Brown Advisory

MARCH 15, 2019

In our view, the answer is less about any fundamental changes in conditions, and more about sentiment and expectations—specifically, expectations about capital expenditures across the economy. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Valuation 52

Valuation Clients Sales Investments 52

Brown Advisory

JUNE 19, 2019

There are some warning signs, to be sure, such as an inverted yield curve, tight labor markets, and a slowing housing market, but there are also other factors—such as modest household leverage, low corporate default rates and accommodating monetary policy—that suggest the economy may still have some room to run. publicly traded companies.

Investments 52

Investments Investing Clients Government 52

Brown Advisory

MAY 31, 2017

Thus, we consistently maintained a reduced weighting in European equities in the years since the crisis (relative to the blended benchmarks typically used by our clients to measure portfolio results). Further, we see room for the European economy to grow. Over the long term, that stance has paid off.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Thus, we consistently maintained a reduced weighting in European equities in the years since the crisis (relative to the blended benchmarks typically used by our clients to measure portfolio results). Further, we see room for the European economy to grow. Over the long term, that stance has paid off.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52