The Big Picture

JUNE 11, 2024

And I also think that there is something to be said for, and I think it sounds cliche, but it is not just Thiswe Midwest ethics, Midwest work ethic and, and kind of the attitude, this bias towards integrity. Their clients got more services, they were referred more. I, you know, I can do it. So their growth rate went up.

Planning 162

Planning Clients Investing Investments 162

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. While this definition sounds similar to PRIs, the critical difference is that MRIs refer to investments with a primary objective of financial return.

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. While this definition sounds similar to PRIs, the critical difference is that MRIs refer to investments with a primary objective of financial return.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

The Big Picture

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there.

Assets 173

Assets Management Marketing Marketing 173

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? MCCARTHY: — and end up in M&A on Wall Street.

Assets 162

Assets Investing Investments Portfolio 162

Harness Wealth

JANUARY 17, 2025

How will you communicate with your tax advisor? Find out if they focus on small businesses, startups, equity compensation, or specific industries, and if not, if they might be able to refer you to the firm best suited to meet your needs. Reputation matters, and its important not to shy away from asking directly for references.

Taxes 52

Taxes Certification Ethics Communication 52

The Big Picture

JANUARY 14, 2025

I mean you mentioned it earlier on, I mean, Cliff’s hilarious and 00:14:09 [Speaker Changed] He’s a funny guy and it’s rare to find someone who is a quants who can communicate as eloquently as he can and at the same time has such a devilish sense of humor. Like that’s an unusual trifecta right there.

Management 147

Management Investing Investments Assets 147

Harness Wealth

MARCH 28, 2025

Most would also agree that not having access to the capital and resources provided by larger entities requires independent firms to be very strategic continuously outlining, communicating and executing on plans to remain competitive. Interested in using Harness at your tax firm, or know a tax firm you’d like to refer to Harness?

Taxes 52

Taxes Accounting Ethics Communication 52

The Big Picture

NOVEMBER 19, 2024

Like, I’m gonna import some psychology or Dick Thaler imported from Kahneman and what is this gonna tell us about fairness and reference points and loss aversion and what have you. But then your left brain and your right brain don’t really communicate anymore. And Neuroeconomics seemed to me like just another thing to do.

Economics 162

Economics Math Numbers Marketing 162

The Better Letter

MARCH 2, 2023

Nearing 400 years ago now, Thomas Hobbes noted and accounted for a crucial difference between geometry and ethics: We disagree about and dispute matters of ethics routinely but geometry almost never. Liberals and conservatives alike react negatively to dissonant science communication. “It expresses who they are.”

Ethics 86

Ethics Government Food Taxes 86