The Big Picture

JANUARY 9, 2024

It was derivatives math, it was like working with the traders on like risk management. Matt Levine : 00:16:47 I was struck by like the ability of retail investors collectively to move stock prices, right? I was, I mean I think people confidently declared it on Reddit and I was like, sure, but it’s retail.

Retail 130

Retail Banking Math Management 130

Trade Brains

JULY 4, 2024

Market Cap (Cr) 18,048 Stock P.E (TTM) Nuvama Wealth Management – Business segments Wealth Management Business In this segment, the company provides services like retail securities broking business, investment advisory, distribution of financial products and lending against securities. Industry P.E (TTM)

Wealth Management 40

Wealth Management Management Planning Financial Services 40

Brown Advisory

DECEMBER 5, 2023

The origin story of the term “ESG” therefore directly ties environmental, social, and governance know-how to: management quality, competitive position, risk management, shareholder value, new markets (growth), and brand reputation. ESG has often been described as a "movement" in the media.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investments 52

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., He spent 10 years there managing billions in assets for institutional and retail clients. Derek Robinett is a well-educated, experienced financial executive.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

NOVEMBER 14, 2022

Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. In the great financial crisis. That’s very much a top down view from what Howard Marks was setting up. So then you turn to your investors and you say, stop investing.

Banking 130

Banking Investments Investing Clients 130

The Big Picture

NOVEMBER 28, 2023

There’s, there’s a real strong energy to the narratives that is mirrored in, in decision making and action that reflects this unbridled, you know, disregard for any kind of risk management. The local retailers shut. I, I joke that, you know, financial markets are social networks with money instead of likes.

Banking 259

Banking Media Economics Food 259