Brown Advisory

JUNE 23, 2016

NOW 2016 | Autonomous Systems: Ethics at the Edge of Technology achen Thu, 06/23/2016 - 10:27 The limits to what humans can create seem bound only by the limits of human imagination. Such progress, while exciting, can provoke anxiety and pose ethical challenges. Defense Department. They are intended for the sole use of the addressee.

Ethics 52

Ethics Communication Clients Accounting 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Autonomous Systems: Ethics at the Edge of Technology. Such progress, while exciting, can provoke anxiety and pose ethical challenges. Such progress, while exciting, can provoke anxiety and pose ethical challenges. Will our behavior and ethics change as we mobilize machines on military missions?

Ethics 52

Ethics Communication Clients Accounting 52

Midstream Marketing

DECEMBER 10, 2024

Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. Learn how to tailor your messages for different clients. They must attract potential clients attention. When they achieve this, they can build solid relationships with potential clients and grow their business.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. Content marketing is a great strategic approach to find potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Harness Wealth

AUGUST 17, 2023

Whether you’re a senior manager, partner, or at an earlier stage in your accounting career, understanding the intricacies of transitioning existing clients, as well as recruiting and retaining new clients, is paramount to your long-term success. Can You Take Clients With You When Leaving a Tax Firm?

Taxes 52

Taxes Clients Ethics Accounting 52

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.

Accounting 100

Accounting Compliance Taxes Banking 100

eMoney Advisor

APRIL 6, 2023

These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. You should also think through how your tech tools’ capabilities can evolve with your clients’ needs over time. Look for the level of flexibility you desire.

CFP 76

CFP Financial Planning Clients Planning 76

Indigo Marketing Agency

JANUARY 11, 2021

The November/December 2020 issue was all about behavioral science; most notably how advisors can help clients make rational investment decisions by understanding and identifying common biases they hold. The advisors who embrace this change and adopt new technologies are the ones who will make the biggest impact on their clients’ lives.

Investments 52

Investments Investing Education Ethics 52

FMG

JANUARY 10, 2024

In fact, referrals from clients, friends, or family account for 53 percent of new clients for advisors—the top source of new clients in 2022, according to a Cerulli report. And though they demonstrate you’ve provided great results to your clients, they’re often sporadic, which can make them unreliable.

Financial Advisor 52

Financial Advisor Clients Ethics Media 52

Clever Girl Finance

FEBRUARY 12, 2023

All you need are a few tools, a good work ethic, and an entrepreneurial spirit. For example, you may choose to go out and get your own clients from the start. Your clients can range from local businesses in your area to hundreds of business owners online. And you can also have writers and authors for clients.

Advertising 98

Advertising Clients Media Electronics 98

Brown Advisory

SEPTEMBER 13, 2021

We wrote in our 1Q19 investment letter about The Pricing Power Tightrope ( link ) including our view on the thorny issue of ethics. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

Investments 52

Investments Investing Ethics Clients 52

Clever Girl Finance

JULY 8, 2024

All you need are a few tools, a good work ethic, and an entrepreneurial spirit. 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. For example, I could choose to go out and get my own clients from the start.

Clients 98

Clients Advertising Media Planning 98

Brown Advisory

JULY 5, 2018

She views failure due to negligence or poor ethics as totally within her control, and is comfortable with the idea of failure for other reasons. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

Startup 52

Startup Communication Ethics Clients 52

Brown Advisory

JULY 5, 2018

She views failure due to negligence or poor ethics as totally within her control, and is comfortable with the idea of failure for other reasons. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

Startup 52

Startup Communication Ethics Clients 52

Harness Wealth

FEBRUARY 20, 2024

Many states require an ethics exam covering professional conduct and accounting rules, ensuring that CPAs are equipped to handle ethical situations during their career. The exam covers a wide array of tax topics, including tax preparation for individuals and businesses, client representation, and tax practice and procedures.

Taxes 52

Taxes License Education Tax Planning 52

Brown Advisory

JUNE 23, 2016

Liu and Hack said that the ethical challenges posed by editing of human genes is limited to some degree because such activity focuses on somatic cells that will not be passed on to future generations. Indeed, a core aim of gene editing is to treat human diseases without altering the genome, they said.

Medical 52

Medical Engineering Medicine Communication 52

Brown Advisory

JUNE 23, 2016

Liu and Hack said that the ethical challenges posed by editing of human genes is limited to some degree because such activity focuses on somatic cells that will not be passed on to future generations. Indeed, a core aim of gene editing is to treat human diseases without altering the genome, they said.

Medical 52

Medical Engineering Medicine Communication 52

Brown Advisory

MARCH 28, 2017

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. We list a short selection of screens below that some of our clients have requested in recent years, but this is just a sample.

Portfolio 52

Portfolio Ethics Distribution Clients 52

Brown Advisory

MARCH 28, 2017

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. We list a short selection of screens below that some of our clients have requested in recent years, but this is just a sample. Knowledge is Power.

Portfolio 52

Portfolio Ethics Distribution Clients 52

Brown Advisory

MAY 3, 2023

MORE ON THIS TOPIC Corporate Engagement Spotlight: Ethical AI Practices AI is a broad term, and it brings with it a broad pool of risks. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Banking 52

Banking Clients Asset Allocation Ethics 52

Brown Advisory

MAY 3, 2023

MORE ON THIS TOPIC Corporate Engagement Spotlight: Ethical AI Practices AI is a broad term, and it brings with it a broad pool of risks. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Banking 52

Banking Clients Asset Allocation Ethics 52

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.

Clients 148

Clients Investments Investing Assets 148

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.

Accounting 52

Accounting Compliance Taxes Banking 52

Brown Advisory

SEPTEMBER 13, 2021

We wrote in our 1Q19 investment letter about The Pricing Power Tightrope ( link ) including our view on the thorny issue of ethics. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

Investments 40

Investments Investing Ethics Clients 40

Brown Advisory

OCTOBER 28, 2021

As an Egyptian-American Muslim in the predominantly white, male tech world, she is committed to diversity, equity and inclusion, and to ensuring that AI is developed ethically and addresses concerns around privacy and algorithmic bias. Past performance is not a guarantee of future performance.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

As an Egyptian-American Muslim in the predominantly white, male tech world, she is committed to diversity, equity and inclusion, and to ensuring that AI is developed ethically and addresses concerns around privacy and algorithmic bias. Past performance is not a guarantee of future performance.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Cornerstone Financial Advisory

NOVEMBER 20, 2024

Saving and Investing Wisely : Emergency fund: Save 3-6 months of living expenses for unexpected events. Ethical investing: Consider investing in companies or funds that align with Christian values. The mission of Cornerstone Financial Advisory is to be an engine of blessing to our clients, families, and community.

Certified Financial Planner 52

Certified Financial Planner Accounting Management Budgeting 52

Midstream Marketing

NOVEMBER 6, 2024

It builds trust with potential clients. When advisors share valuable content for a specific target audience, they can attract new clients. Financial advisor marketing through content marketing is a great way to attract potential clients. It helps potential clients understand tough financial topics.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Brown Advisory

DECEMBER 5, 2023

Our use-case at Brown Advisory for environmental, social and governance information, however, can be vastly different from how some clients, regulators, and other stakeholders use the term. Here is an attempt to invoke fundamental investing basics to clarify exactly what we aspire to deliver for our clients.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

Zoe Financial

OCTOBER 12, 2023

Whether you think of artificial intelligence (AI) as an ethical conundrum or a positive breakthrough, it is undeniable that AI is already having an impact. Many of my clients are interested in identifying investments with big AI potential, including investing in stocks of companies that are not yet household names.

Portfolio 45

Portfolio Investments Investing Clients 45

Brown Advisory

MAY 10, 2022

Today’s governance landscape is heavily influenced by the two biggest financial shocks of the 21st century: The breakdowns in governance and ethics at Enron and Worldcom in the early 2000s triggered meaningful change. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives.

Government 52

Government Investments Investing Clients 52

Brown Advisory

SEPTEMBER 6, 2022

At the end of the day what is the difference to the client of a barrel of oil from Royal Dutch Shell or one from BP? There is also the gnarly issues on ethics and relative competitive risks – will all actors globally follow this ethical mindset?

Investments 52

Investments Investing Insurance Ethics 52

Zoe Financial

OCTOBER 12, 2023

Whether you think of artificial intelligence (AI) as an ethical conundrum or a positive breakthrough, it is undeniable that AI is already having an impact. Many of my clients are interested in identifying investments with big AI potential, including investing in stocks of companies that are not yet household names.

Portfolio 40

Portfolio Investments Investing Clients 40

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. When our clients want to include mission-driven investments in a portfolio, it adds another dimension of goals and priorities to the discovery exercise.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. In our work with all of our endowment and foundation clients, we follow a disciplined process to ensure that we: Discover and fully understand the nonprofit’s long-term objectives.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. In cases like these, outside counsel can help you navigate money worries and major life events. What types of financial advisors should you avoid? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. In cases like these, outside counsel can help you navigate money worries and major life events. What types of financial advisors should you avoid? Leverage these tips to decide!

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52