Nerd's Eye View

NOVEMBER 3, 2023

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Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

The Big Picture

NOVEMBER 4, 2023

By engineering and reprogramming our own cells, we may be able to cure cancer, manufacture drugs inside our body, regenerate organs, and even reverse aging. He is the author of the new book, “ Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” But it’s not clear why these seas exist at all.

Medicine 303

Medicine Startup Engineering Manufacturing 303

The Big Picture

SEPTEMBER 26, 2022

. • Why Jack Welch Wouldn’t Cut It Today : Bill George, a legendary CEO in his own right, says good quarterly numbers aren’t necessarily indicative of strong leadership. The Era of Monster-Truck Sneakers Treats Soles as Engineering Marvel : Tread anything but lightly when you’re wearing these sneakers. Institutional Investor ).

Engineering 306

Engineering Economy Manufacturing Retirement 306

Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

Financial Planner 246

Financial Planner Certification Retirement Planning Retirement 246

The Big Picture

JANUARY 25, 2023

Bloomberg ) • For Tech Companies, Years of Easy Money Yield to Hard Times : Rock-bottom rates were the secret engine fueling $1 billion start-ups and virtual attempts to conquer the physical world. NYSE says it’s investigating issues with the opening auction. But in 2023, reality bites. ( 6 committee’s legacy.

Wealth Management 294

Wealth Management Medical Engineering Management 294

The Big Picture

AUGUST 31, 2022

Supermassive black holes have come to the fore as engines of galactic evolution, but new observations of the Milky Way and its central hole don’t yet hang together. The Milky Way’s Black Hole May Be the Key. Quanta Magazine ). Wall Street Journal ) see also John McEnroe, Seriously On the eve of the U.S.

Engineering 303

Engineering Food Taxes Numbers 303

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 246

Estate Planning Financial Planning Wealth Management Clients 246

The Big Picture

MAY 31, 2024

We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. Prior to joining DoubleLine in 2009, Sherman was a senior vice president at TCW Group Inc. He is host of the podcast The Sherman Show and a CFA charter holder.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

The Big Picture

JULY 25, 2022

There are so many variables in answering this question reverse engineering possible Q3 and Q4 earnings and coming up with some multiple seems to be a fool’s errand. We don’t make investments based on forecasts, and any number of random surprises could make the economy appreciably better or worse.

Economy 345

Economy Economics Engineering Food 345

The Big Picture

JANUARY 13, 2023

Life Lessons from 1,000 Years : I asked a number of 90-year-olds a simple question: “If you could speak to your 32-year-old self, what advice would you give?” Be sure to check out our Masters in Business interview this weekend with Jennifer Grancio, CEO of Engine No. But some habits are hard to break. ( New York Times ).

Media 276

Media Transportation Engineering Distribution 276

Nerd's Eye View

SEPTEMBER 18, 2024

Today, AI is now almost ubiquitous across many of the tools that we use, from smartphone cameras to search engines to office productivity software. In the nearly 2 years since the launch of ChatGPT, there has been an explosion of new technology solutions incorporating Artificial Intelligence (AI).

Engineering 246

Engineering Clients Financial Advisor Financial Planning 246

Nerd's Eye View

AUGUST 21, 2023

For instance, niche firms have greater satisfaction with the number of leads received, the ‘fit’ of the prospects with the firm, and the effectiveness of their lead generation strategies when compared to non-niche firms. Nonetheless, one group of advisors reported more marketing success than others: those serving client niches.

Marketing 246

Marketing Marketing Financial Planner Clients 246

Nerd's Eye View

JANUARY 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Docupace launches an ‘RIA Productivity Toolkit’ as it increasingly expands beyond its document management roots in a bid to become more of the back-office workflow engine of small-to-mid-sized advisor enterprises.

Insurance 246

Insurance Engineering Financial Advisor Clients 246

The Big Picture

AUGUST 6, 2022

It’s the intersection of business, people, psychology, sociology, and numbers. Can we engineer our way out? . • Reflections on the Investing Process with Michael Mauboussin : “This is the nature of what we do. It’s just inherently fascinating. ” ( Compound Manual ). And at what cost? Businessweek ).

Engineering 287

Engineering Economics Food Banking 287

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Trade Brains

SEPTEMBER 13, 2022

Harsha Engineers IPO Review: Harsha Engineers International Limited is coming up with its Initial Public Offering. In this article, we will look at the Harsha Engineers IPO Review and analyze its strengths and weaknesses. In this article, we will look at the Harsha Engineers IPO Review and analyze its strengths and weaknesses.

Engineering 52

Engineering Manufacturing Electronics License 52

Nerd's Eye View

AUGUST 29, 2023

What's unique about Jeff, though, is how he built his own financial planning spreadsheets in Excel, and has developed coding and integrations that automatically populate into a PowerPoint presentation, that he then shows clients to help build a story for their financial plans and give them the motivation they need to achieve their financial goals… (..)

Planning 245

Planning Clients Financial Planning Financial Advisor 245

Abnormal Returns

FEBRUARY 16, 2023

theblock.co) Companies Cory Doctorow, "In its nearly 25-year history, Google has made one and a half successful products: a once-great search engine and a pretty good Hotmail clone. apricitas.io) There are a near-record number of housing units currently under construction. Everything else it built in-house has crashed and burned."

Financial Advising 148

Financial Advising Engineering Valuation Retail 148

NAIFA Advisor Today

AUGUST 14, 2023

Nate Wyatt, CFP , always knew he loved numbers, but he also knew he wanted a career helping people. So, in his junior year in college, he switched his major from engineering to finance. He took an internship at a bank and started his career in insurance and financial services right out of college.

CFP 98

CFP Engineering Financial Services Insurance 98

Abnormal Returns

AUGUST 12, 2023

bloomberg.com) Despite high pay, college kids don't want to major in petroleum engineering. theweek.com) Travel The number of unruly air passengers has fallen since 2021. (theverge.com) E-boats are the future. slate.com) Energy Nuclear energy is gaining significant momentum in Ontario. semafor.com) Why is everyone rushing to the Moon?

Pharmaceutical 189

Pharmaceutical Food Financial Advising Transportation 189

Abnormal Returns

SEPTEMBER 10, 2022

engadget.com) Environment Shane Shifflett, "(C)ompanies looking to offset their emissions are buying credits in vast numbers that do little to help neutralize their carbon output." daily.jstor.org) Animals Beavers are 'highly skilled environmental engineers.' statnews.com) The number of children orphaned by Covid is on the rise.

Financial Advising 130

Financial Advising Medical Numbers Engineering 130

The Big Picture

OCTOBER 5, 2024

Practical Engineering ) • The other British invasion: how UK lingo conquered the US : It used to be that Brits would complain about Americanisms diluting the English language. Cutter has put-up impressive numbers since its 2022 launch, and now manages more than $500 million in institutional assets. But in fact it’s a two-way street. (

Nonprofit 162

Nonprofit Healthcare Engineering Investing 162

Abnormal Returns

JULY 25, 2023

behaviouralinvestment.com) TCW Group is buying the ETF business of Engine No. nytimes.com) Housing The May Case-Shiller numbers showed a 0.5% (ritholtz.com) ETFs Joe Wiggins, "While it may be difficult for investors to make money from thematic funds, it is easy for asset managers." bloomberg.com) Hotels are gearing up for longer stays.

Financial Advising 130

Financial Advising Media Engineering Sales 130

Norman Marks

FEBRUARY 3, 2023

He helps the finance organizations of his clients in a number of interesting ways, including process engineering. On my flight to meet with internal auditors at their company’s annual IA conference, I sat next to a partner in the advisory practice of Deloitte. One of the types of projects where he is asked to assist […]

Engineering 85

Engineering Numbers Clients Government 85

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

MarketWatch

JUNE 22, 2023

The number of people Ford plans to lay off in this latest round couldn’t be learned, the report said. The cuts are expected to affect employees on Ford’s businesses focusing on internal combustion engines as well as EVs and software, the newspaper said. The layoffs are expected to include mostly U.S.

Engineering 97

Engineering Numbers Planning Marketing 97

Nerd's Eye View

JUNE 18, 2024

Brent is the founder of Advisor Rankings, a marketing firm based in Boise, Idaho that specializes in search engine optimization for financial advisors. Welcome back to the 390th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brent Carnduff.

Financial Advisor 130

Financial Advisor Clients Engineering Planning 130

The Big Picture

OCTOBER 28, 2024

We, we were doing from a three engines from Mercedes was quite an extensive program about our rally team as well. So that was spun out and it was a really good high tech company to build engines for formula three years. And then it kind of started to roll 00:15:07 [Speaker Changed] And I, I wanna put some flesh on those numbers.

Engineering 147

Engineering Numbers Investing Investments 147

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

Indigo Marketing Agency

MARCH 21, 2024

With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. However, navigating the world of SEO (Search Engine Optimization) can be daunting, leaving many financial advisors with questions and uncertainties.

Financial Advisor 89

Financial Advisor Engineering Consulting Financial Advice 89

Trade Brains

FEBRUARY 14, 2024

Under the “Aircraft and Aero-engine” category, the Indian Army has received an allocation of ₹ 5,500 crores, the Indian Navy has received an allocation of ₹ 7,000 crores, and the Indian Air Force has received an allocation of ₹ 15,721.65 At its various divisions, it has also produced 51 new engines and accessories. Value in Rs.

Investing 105

Investing Investments Engineering Budgeting 105

Random Roger's Retirement Planning

FEBRUARY 25, 2023

I am less interested in the sensational numbers they are throwing around than a couple of smaller observations in the article. Using the 4% rule for safe withdrawal percentages, if you're 10 years away from when you want to retire, how do the numbers look? I am in that camp and I guess I am surprised that the number isn't much higher.

Retirement 98

Retirement Numbers Portfolio Portfolio Management 98

The Big Picture

FEBRUARY 21, 2023

So we sat down and said, okay, like, could we build another engine of value? Engine 1 being in funds, and Engine 2 being advice. So we looked at those and said, well, we got to address those and we want to build this new engine of value with advice. So that’s a number I hadn’t seen before.

Clients 279

Clients Investing Investments Retirement 279

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

OCTOBER 21, 2024

00:02:13 [Speaker Changed] Well, actually I started out electrical engineering. First, 00:02:18 [Speaker Changed] First two years, electrical engineering. I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation.

Numbers 147

Numbers Banking Investing Investments 147

David Nelson

SEPTEMBER 19, 2022

Flight 1549 experienced a bird strike that shut down both engines. Captain Powell is trying to engineer a soft landing of an economy quickly losing thrust and in danger of stalling. Today’s pilot is a systems engineer, and his real roll is to be there if and when the computers fail.

Engineering 98

Engineering Economy Banking Food 98

Trade Brains

JULY 27, 2022

Some of the significant services/solutions that it provides are network engineering, development & management, a fully Integrated Communications Platform with solutions such as video, audio and web conferencing, contact centre solutions, A2P messaging, global mobility in addition to an array of data centres, cloud, hosting and security Services.

Communication 113

Communication Engineering Government Media 113