The Big Picture

SEPTEMBER 14, 2023

Following the breakout success of Future Proof 2022, this year’s event was even bigger and better — almost 3,000 attendees and nearly 200 sponsors. I could not be prouder of my team, who did a bang-up job representing RWM at the event. And I am so grateful to be working with our partners at Advisor Circle.

Wealth Management 147

Wealth Management Risk Management Management Taxes 147

Zoe Financial

MARCH 21, 2025

A financial advisor can help navigate the complexities of wealth management, from tax considerations to estate planning and retirement strategies. Risk Management : Protecting assets from unforeseen events. Major Life Transitions : Navigating liquidity events, business exits, or career changes.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Carson Wealth

JULY 3, 2024

In the event of an audit, it can add layers of complexity not in your favor. While the event itself can be a surprise and unknown, you should always have cash ready to meet these costs head on and keep your business operating. Conduct a risk assessment to identify potential risks and their impact on your business.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Alpha Architect

DECEMBER 29, 2023

The world is complex and ever-changing; news travels at warp speed, events happen fast, and popular narratives can distract and mislead us. Many risks important for our portfolios are new, hidden, or nuanced in some underappreciated way—and likely to be misunderstood and mispriced in the markets. Other risks can hide in plain sight.

Math 110

Math Risk Management Portfolio Management 110

NAIFA Advisor Today

JANUARY 28, 2025

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. Zack is also skilled in presenting, emceeing, event planning, program management, and social media.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

Nationwide Financial

OCTOBER 1, 2022

Small business owners wear many hats, and the topic of risk management presents an opportunity for you to add value. Become a risk management consultant for your business clients. Some HSBs have taken steps to shore-up their risk management profile, including: Enhancing their company’s risk management strategy – 18%.

Risk Management 52

Risk Management Management Consulting Insurance Coverage 52

WiserAdvisor

SEPTEMBER 8, 2022

Interest rate risk, inflation risk, recession risk, and others can surface from time to time and affect your investments as well as peace of mind. This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Risk Management Guru

OCTOBER 24, 2022

The RBI Grade B Mains Exam’s Finance & Management portion includes a subsection on Risk Management in the Banking Sector. A bank may make more money by taking on greater risk since the relationship between risky assets is direct. What Does Risk Management Mean In The Banking Industry? Conclusion .

Risk Management 40

Risk Management Banking Management Assets 40

Trade Brains

FEBRUARY 3, 2024

Since effective risk management is the key to a profitable journey, new individuals must gain actual knowledge of currency markets. Analysing Forex requires fundamental analysis and technical analysis, fundamental analysis involves economic data, news, and geopolitical events that affect currency values.

Risk Management 107

Risk Management Management Commission Accounting 107

Risk Management Guru

SEPTEMBER 22, 2021

This event is considered to be the biggest virtual conference about Risk Management topics, delivering more than 50 interactive workshops with more than 30 speakers, including the best Risk Management professionals in the planet. Don’t miss this great opportunity. Click here and secure your place now!

Risk Management 52

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Random Roger's Retirement Planning

MARCH 29, 2025

He mentions risk management, which ok yes but he doesn't get that specific. Weaving in the historical part of the essay he points out that in addition to 2022, there have been several events before 1981 where the traditional 60/40 did very poorly, he seemed to be blaming the 40 allocated to bonds.

Portfolio 59

Portfolio Management Risk Management Distribution 59

MarketWatch

APRIL 18, 2023

CEO David Solomon said, “The events of the first quarter acted as another real-life stress test, demonstrating the resilience of Goldman Sachs and the nation’s largest financial institutions. Analysts expected Goldman Sachs to earn $8.14 a share on revenue of $12.76 billion, according to estimates compiled by FactSet.

Risk Management 75

Risk Management Clients Management Marketing 75

Random Roger's Retirement Planning

OCTOBER 10, 2022

I expect the strategy to work in bear markets to be a diversifier, but what if it doesn't "work" during some event for who knows what reason and those funds drop 35% in a down 25% world for stocks?

Management 98

Management Risk Management Asset Allocation Assets 98

The Big Picture

MARCH 7, 2023

So when you go through a substantial macro event, whether it was the quants crash, or the financial crisis, or even the pandemic, does that send you back to your models to tweak them? So for instance, when the British referendum happened, well, we didn’t have such an event before in the market. RITHOLTZ: I can imagine.

Assets 173

Assets Management Marketing Marketing 173

Norman Marks

OCTOBER 23, 2023

I have some video events coming up, including: Risk Awareness Week 2023, where I am speaking on risk-taking. An Institute of Risk Management panel discussion on “How Risk Practitioners Can Earn Trust and Respect as Valued Partners”. The Risk Management Association’s annual conference.

Risk Management 45

Risk Management Management Compliance Government 45

Trade Brains

SEPTEMBER 30, 2023

Commodity markets are highly risky with their high volatility and traders with good risk management can be profitable in the long run. The influenced factors such as weather conditions, supply and demand, and geopolitical events may affect the prices which can be volatile and affect coffee producers and consumers.

Economics 119

Economics Food Manufacturing Government 119

Risk Management Guru

OCTOBER 1, 2021

Monte Carlo simulations are currently the most common used techniques to estimate the risks that a Bank or firm might be facing at a given time. A Monte Carlo simulation is no more than a series of predictions for possible future events. The post Stock Portfolio Monte Carlo Simulation in Excel appeared first on Risk Management Guru.

Portfolio 52

Portfolio Risk Management Distribution Management 52

BlueMind

DECEMBER 23, 2022

Not only does it offer you a good time, but it also holds the fascinating aspect that movies based on true life events usually hold. One of the most outstanding movies of the financial industry to this time, which was inspired by true events, Margin Call will take you on a roller coaster ride that spans over 24 hours.

Financial Advisor 98

Financial Advisor Commission Clients Management 98

Indigo Marketing Agency

APRIL 28, 2023

Do you offer risk management that helps them sleep at night? Clients choose to take action and work with you to solve one of their problems. Try to understand which problem you are solving for your top clients. Do you simplify their financial picture? Do you educate them so they can make informed financial decisions and feel empowered?

Financial Advisor 98

Financial Advisor Clients Compliance Wealth Management 98

Risk Management Guru

JUNE 29, 2020

Howard Marks explains in a January 2017 memo that there are no “facts” regarding most future events, just opinions. It is simply impossible to predict future events consistently for an extensive period of time. ” His study collected 82,361 responses and the findings were quite stunning.

Risk Management 52

Risk Management Economics Education Medicine 52

SEI

AUGUST 2, 2022

Setting a strategic asset allocation and stress testing it, as part of the risk management exercise, is a critical component in “pre-experiencing” such downturns. Looking back at your stress testing and risk management exercises can bring comfort that this is a short-lived experience and an end is in sight.

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

Validea

JANUARY 27, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks LCH Investments is a fund of funds that invests with many of the top 20 managers, allowing them to gather information privy only to insiders, the article explains.

Risk Management 59

Risk Management Management Investments Investing 59

SEI

SEPTEMBER 21, 2022

Part 2: Cybersecurity maturity measures your level of risk and corresponding controls. Domain 1: Cyber risk management and oversight. Domain 4: External dependency management. Domain 5: Cyber incident management and resilience. Highest risk scenarios are used to predict threats against specific business targets.

Financial Services 52

Financial Services Compliance Clients Banking 52

The Irrelevant Investor

AUGUST 24, 2015

When advisors say this, what we mean is unless there has been a drastic change to your life, you never allow events in the market to interfere with the investment strategy you already have in place. Stay the course" implies that there is a strategy in place and every viable strategy begins with risk management.

Risk Management 52

Risk Management Portfolio Financial Planning Clients 52

eMoney Advisor

DECEMBER 27, 2022

Financial safety includes insurance and an emergency fund to help prepare for unforeseen events and risks. Beyond that, it’s helping clients with peace of mind by protecting their plans with insurance and risk management, so that clients feel more control in their lives. The race to zero is already well underway.

Financial Planning 78

Financial Planning Planning Clients Wealth Management 78

Trade Brains

NOVEMBER 8, 2022

It has constructed a business model based on identifying an appropriate risk framework and the ideal installment-to-income ratio to ensure that customers have the necessary resources to repay the loan after meeting their regular obligations and other event-based capital requirements.

Management 98

Management Risk Management Sales Portfolio 98

Discipline Funds

AUGUST 25, 2023

Powell had a great line here where he said “we are navigating by the stars under cloudy skies” His emphasis here is on risk management. He’s not quite sure where the bigger risk is at this point. He acknowledges that overtightening creates deflation risks while remaining too loose creates inflation risks.

Risk Management 52

Risk Management Distribution Economy Economics 52

Trade Brains

AUGUST 1, 2023

Let now look at the top 5 position trading strategies that can help us identify trades in the market 5 Best Positional Trading Strategies The five ways in which one can enter positional trades include Breakout trading strategy, Reversal Trading strategy, Pullback strategy, Moving average crossover strategy and event-based trading.

Risk Management 52

Risk Management Marketing Marketing Numbers 52

Trade Brains

DECEMBER 19, 2023

Follow news and events News and events also play an important role while trading in the Nifty futures. However, it is important to note that leverage also magnifies losses, making risk management crucial. Overnight Risks Futures positions are held overnight which exposes traders to overnight risks.

Risk Tolerance 59

Risk Tolerance Economics Management Risk Management 59

International College of Financial Planning

MAY 30, 2023

Risk management and insurance Risk management involves identifying, assessing, and mitigating financial risks. Insurance is a key risk management tool that helps individuals protect their assets and income from unforeseen events such as accidents, illness, or natural disasters.

Retirement Planning 40

Retirement Planning Education Risk Management Budgeting 40

Discipline Funds

NOVEMBER 8, 2023

Environments like this are characterized by unusually high risks primarily because you’re coming off a period of excess that the Federal Reserve is aggressively trying to counteract. This not only creates unusual risk of a slowdown, but it creates the risk of a credit event that slows the economy even more than expected.

Asset Allocation 77

Asset Allocation Economy Financial Market Assets 77

Tobias Financial

MARCH 22, 2024

Often it is not until a life-changing event that clients ensure their coverage is adequate. Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life.

Insurance 52

Insurance Insurance Coverage Clients Sales 52

Tucker Advisors

SEPTEMBER 27, 2021

Safeguarding against a potential failure is the Insurance Guarantee Fund, which every insurance company is legally required to pay into, and which is also managed by state-sanctioned insurance guaranty associations. Maximizing Your Next Live Event with Brad Smith. How Can Retirees Outpace Inflation?

Insurance 52

Insurance Banking Financial Advisor Investments 52

Trade Brains

JANUARY 3, 2024

Event based trading:- It involves trading binary options based on news events that are likely to affect the price of a security. However, it is vital for traders to approach this financial instrument with caution, understanding the risks involved and conducting thorough research.

Risk Management 59

Risk Management Investing Investments Retail 59

Trade Brains

AUGUST 30, 2024

This type of trading requires an understanding of global economic indicators and geopolitical events that can influence currency values. This is largely due to the market’s global nature and the continuous stream of economic news and geopolitical events that affect currency values.

Commission 52

Commission Risk Tolerance Economics Accounting 52

The Big Picture

DECEMBER 19, 2023

It’s always interesting to speak to a fund manager in the midst of one of the craziest macro periods of the markets that we’ve seen and God knows how long, who doesn’t factor in macro events or the overall market because they’re market neutral and hedged. What do you do in terms of risk management?

Healthcare 162

Healthcare Portfolio Management Investing 162

Risk Management Guru

AUGUST 12, 2020

You’ve probably identified and mitigated many of your own risks, but have you looked into the risks of your suppliers, manufacturers, vendors, and retailers? Close the gaps on those risks by: Ensuring the quality of each contract/contractor that you come in contact with.

Insurance Coverage 52

Insurance Coverage Compliance Risk Management Communication 52