Carson Wealth

AUGUST 19, 2024

Those numbers were the underpinning of a large upside surprise in July retail sales. Household spending is the engine of economic growth in the US, but industrial production, which includes manufacturing, mining and drilling activity, and utilities, remains an important secondary gauge of the economy’s health. versus a 0.2%

Retail 96

Retail Marketing Marketing Sales 96

Trade Brains

SEPTEMBER 22, 2023

Operating Profit Margin (%) 18 Healthcare, retail, aerospace and defence, government, banking and financial services, engineering and construction, oil and gas, retail, travel and transportation, media, education, the automobile industry, and consumer electronics are just a few of the sectors Wipro supports. Stock P/E (%) 19.53 ROE (%) 16.01

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Carson Wealth

MAY 6, 2024

Stocks gained for the second week in a row, as strong earnings, a dovish Fed, and a “Goldilocks” job number sparked buying. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. The overall inflation numbers, including for core inflation, can hide what’s happening beneath the surface.

Marketing 97

Marketing Marketing Economy Numbers 97

Indigo Marketing Agency

NOVEMBER 20, 2023

Are you a financial advisor looking to expand your subscriber numbers and cultivate valuable leads with your email marketing? Utilize bullet points or numbered lists to make information easily digestible. To secure higher conversion rates, limit the number of form fields to the essential information needed (name and email address).

Financial Advisor 52

Financial Advisor Engineering Advertising Compliance 52

Midstream Marketing

JANUARY 19, 2025

One of the biggest challenges that most investment advisors face involves not just getting found online via search engines like Google, but getting found by the right audience at the right time – meaning a local one.

Advertising 40

Advertising Marketing Marketing Investment Advisor 40

Carson Wealth

APRIL 1, 2024

Looking at the numbers, more good news could be in store for the bulls. But the odds favor more green numbers. in engineering doesn’t literally make him a rocket scientist (his work was in fluid dynamics), but close enough for us. The logical question is: How much is too much? 2024 is off to a strong start.

Marketing 97

Marketing Marketing Economy Economics 97

Trade Brains

SEPTEMBER 6, 2023

The company is self-reliant in every aspect of its business thanks to an in-house team for designing, engineering, and construction. It is the economic engine of India and is regarded as a reliable, practical, and sustainable mode of transportation there. lakhs and 5 O&M projects, totalling Rs.

Engineering 59

Engineering Government Budgeting Transportation 59

Diamond Consultants

JANUARY 17, 2023

Long a hallmark of the independent broker dealer space, OSJs, in their simplest form, provide oversight for independent advisors wishing to offload the burden of compliance, including the responsibility of licensing and registration. In exchange for doing so, OSJs take an override on the advisor’s business.

Compliance 52

Compliance License Engineering Management 52

Midstream Marketing

MARCH 21, 2023

They found the primary reason users clicked on the Local Pack result was because of the review rating, followed by the number of reviews and then the location of the pushpin on the map. And while it is not always fun to get into the weeds of the new compliance rules, I’ve found the payoff for the ability to use Google reviews is so worth it.

Financial Advisor 52

Financial Advisor Investment Advisor Consulting Advertising 52

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 162

Clients Investing Investments Management 162

Midstream Marketing

NOVEMBER 6, 2024

Step 4: Optimizing Content for SEO Search engine optimization, or SEO, is important for getting your material seen in search results and driving organic traffic. Step 5: Measuring and Adjusting Your Strategy Watch important numbers such as website visits, social media interactions, and leads. Track these numbers.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Midstream Marketing

AUGUST 13, 2024

You should work on website development, search engine optimization (SEO), and social media marketing. Because of new rules and compliance needs, financial advisors must make sure their marketing activities meet industry standards. Pay attention to the important numbers and make changes if needed. It is an ongoing process.

Financial Market 52

Financial Market Planning Marketing Marketing 52

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. Let me say what your compliance wouldn’t allow you to say. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%? And — RITHOLTZ: What?

Management 130

Management Investing Investments Government 130

The Big Picture

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. You have to say something positive X number of times that you The 00:24:30 [Speaker Changed] Sandwich. Sarah Livesey is my audio engineer.

Math 130

Math Management Insurance Assets 130

The Big Picture

FEBRUARY 28, 2023

You sit on the board of directors on a number of portfolio companies. One of the things we haven’t talked about, if you’re appealing more to individual investors, typically, that comes along with regulation and compliance standards and oversight from the government — LAYTON: Yup. Justin Milner is my audio engineer.

Investing 147

Investing Investments Clients Assets 147

Sara Grillo

APRIL 11, 2022

He also has considerably less of a compliance, operational, and administrative burden because he is not taking custody or discretion of his clients’ assets. Well, that’s too, with the engineers and attorneys. It’s all your number… How much are you managing it? Okay, how do you come up with that number?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

JULY 26, 2022

Graham has a really interesting background, both engineering at Princeton and essentially launching a PE firm while he was a graduate student at Stanford. When I hear someone has an engineering degree, I tend to think of venture capital, not private equity. I found our conversation absolutely fascinating and I think you will also.

Consulting 298

Consulting Numbers Management Investing 298

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. RITHOLTZ: Compliance, legal, and risk. RITHOLTZ: Really?

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

SEPTEMBER 19, 2022

What Shift EV does is it takes existing delivery vans and retrofits them in a space of a couple of hours, from internal combustion engine to electric. What do they do with the internal combustion engine and — WENGER: That’s a great question. RITHOLTZ: A couple of hours? WENGER: A couple of hours. RITHOLTZ: That’s amazing.

Valuation 305

Valuation Investing Investments Engineering 305

Indigo Marketing Agency

APRIL 23, 2020

But check with your compliance department to make sure that you can use that. It allows people to schedule online to pick a day that they would like to have a phone call, to click, to schedule, to get reminders, and you get an email saying so and so has scheduled a call with you, and you get reminder to call their number at the time.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

MARCH 27, 2023

There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. RITHOLTZ: There’s safety in numbers. RITHOLTZ: The whole concept of whisper numbers, which we still use the phrase, but it doesn’t really exist anymore. MIELLE: Exactly.

Assets 285

Assets Investing Investments Management 285

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. RITHOLTZ: Sure.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

MAY 23, 2023

It’s got private markets, it’s through the credit curve it has core business engines which are driven by styles. Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. We have two quant engines. GOG, third engine. It’s there to –to and loan only (ph).

Clients 162

Clients Management Engineering Investing 162

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

AUGUST 20, 2024

It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. So any compliance people listening, I’m just spitballing here. That’s Barry saying it.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

JUNE 27, 2023

Peter Borish, founding partner number two at Tudor Investments where he worked directly with Paul Tudor Jones, most famously helping him put on a very aggressive short position heading into the ’87 crash. .” RITHOLTZ: So literally number two at the firm? Because that’s just the law of large numbers.

Math 147

Math Risk Management Marketing Marketing 147

The Big Picture

SEPTEMBER 10, 2024

So that’s, that’s number one. Because the claims numbers were better. I mean, 19 times, you know, next year’s numbers is, you know, which would be the end of the year is lower than what we’re trading today. You have to get compliance. John Wasserman is my audio engineer. Is low, right?

Valuation 162

Valuation Clients Investing Investments 162

The Better Letter

JUNE 23, 2022

If we can up that number some, we’ll improve our decision-making a lot. ” There are other ways of reducing the number of decisions we make. ” We should create automated decision engines and implement them whenever and wherever possible. Hence the number of knights in the group is five.

Numbers 52

Numbers Accounting Insurance Math 52

Sara Grillo

FEBRUARY 13, 2023

Third, share prices dropping doesn’t tick off the executives who hold large amounts of company stock because often their compensation is determined by the number, not price, of shares. Because there’s a company called Engine Number One, which says, here’s how we’re going to do it.

Investments 72

Investments Investing Clients Portfolio 72

The Big Picture

JANUARY 24, 2023

They believed in building businesses and far less focused on financial engineering. I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. Everybody knew the number but the appraiser. MILLER: The term back then was, here’s a good appraiser, good in air quotes and good translated into making the number. Just keep it fair.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And you know, it’s been an honor to have a number of awards to it. So yeah, man, that was the idea.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. Natalie Wolfson is CEO of Orion. That’s right.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? Justin Milner is my audio engineer.

Assets 162

Assets Investing Investments Portfolio 162

The Big Picture

OCTOBER 5, 2024

And I got to college and I was like, oh, I’ll just be an engineer. And then when I got to Capital Group, obviously I was under compliance, they were like, you really can’t be talking about stocks online. To a number of people. 00:17:14 [Speaker Changed] So you tackle a number of weighty topics in the book.

Economy 162

Economy Education Insurance Economics 162

The Big Picture

MAY 21, 2024

00:01:58 [Savita Subramanian] Well, I started out as an electrical engineering computer science major. 00:03:00 [Speaker Changed] I read a quote from you way back when you said your parents were pushing you to be either an engineer or a doctor. My dad was an engineer and my mom was a software person, so Oh, really?

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

MARCH 21, 2023

I was an undergrad studying business and engineering. You can use this in a number of ways. And that’s a pretty good number. ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. Tell us a little bit about that.

Valuation 173

Valuation Investing Investments Numbers 173