The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. How do you crunch the numbers on that, and where do you come out on small cap and value?

Assets 173

Assets Management Marketing Marketing 173

Carson Wealth

SEPTEMBER 23, 2024

In other words, the large cut was about risk management, with the Fed looking to get ahead of deteriorating labor market data. Beyond headline inflation, higher energy prices can even feed into core inflation numbers that the Fed typically focuses on. An underrated factor here is lower energy prices.

Marketing 96

Marketing Marketing Economy Economics 96

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. Mapping Number. Domain 2: Threat intelligence and collaboration. Maturity Level.

Financial Services 52

Financial Services Compliance Clients Banking 52

Trade Brains

SEPTEMBER 26, 2024

Financial services became the backbone of India’s growth. Comprehensive offerings: NSE delivers a wide range of innovative products and services through a vertically integrated business model, ensuring efficient, cost-effective solutions tailored to diverse market needs.

Compliance 90

Compliance Banking Management Risk Management 90

Trade Brains

SEPTEMBER 18, 2024

The company maintains a robust credit assessment and risk management framework, which has helped manage defaults and non-performing assets effectively. The company has experienced significant growth, with its Assets Under Management increasing to Rs. crore in fiscal year 2024. crore which is near to the lower range.

Financial Services 52

Financial Services Assets Sales Risk Management 52

Trade Brains

SEPTEMBER 14, 2024

Northern Arc Capital is a diversified financial services platform in India. Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. Keep reading to learn about the company. crore – 2.4

Retail 52

Retail Risk Management Assets Management 52

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: … risk management. And then the interesting thing is before we really saw that the unwinding of risk, I mean, you saw credit spreads widen, right? I’m talking about diversified financial services.

Clients 299

Clients Wealth Management Banking Investing 299

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. Financial Analyst. Management Skills.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Sara Grillo

AUGUST 26, 2024

Prior to moving into Product Management James spent over 6 years with Fidelity Investments in various wealth management and technical roles where he held his FINRA Series 7 and 63 licenses and Utah Resident Life and Health Insurance License. Lee holds a Ph.D. transgender male and female investors.

License 52

License Financial Advisor Certified Financial Planner CFP 52

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. And I realized I have his home number. And at the same time, the dot com bubble collapsed.

Management 147

Management Recruitment Numbers Banking 147

Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of my personal heroes and mentors.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. Prior to moving into Product Management James spent over 6 years with Fidelity Investments in various wealth management and technical roles where he held his FINRA Series 7 and 63 licenses and Utah Resident Life and Health Insurance License. Lee holds a Ph.D.

Investing 52

Investing Investments CFP Financial Advisor 52

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. Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. It was Mass Financial Services.

Math 130

Math Management Insurance Assets 130

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. And technology on.

Clients 162

Clients Management Engineering Investing 162

Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

“Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” 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., Doug Twiddy. I really don’t.” – Derek Robinett. See you in the next one!

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

AUGUST 15, 2023

RITHOLTZ: The whole pre-financial crisis decade or two, hedge funds crushed-crushed it. Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. I don’t remember the number. So you’re talking about an average of a large number.

Management 130

Management Investing Investments Government 130

Brown Advisory

JUNE 2, 2021

clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g., In addition, we conduct ESG risk management and sustainable opportunity assessments at the issuer level, where we look to see how the use of proceeds fits into the issuer’s overarching strategy and capital expenditure planning.

Certification 52

Certification Investing Investments Transportation 52

Brown Advisory

JUNE 2, 2021

clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g., In addition, we conduct ESG risk management and sustainable opportunity assessments at the issuer level, where we look to see how the use of proceeds fits into the issuer’s overarching strategy and capital expenditure planning.

Certification 52

Certification Investing Investments Transportation 52

The Big Picture

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. They have a risk management technology. How do you guys think about risk management? RAMPULLA: Yeah.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

FMG

AUGUST 17, 2022

Conversion Financial Services. Based out of St Louis, Missouri, Conversion Financial Services takes advantage of the FMG website engine to create a sleek site with everything you’d expect from the modern websites of today. Quickly supplying visitors and clients with social media, phone numbers, and emails.

Wealth Management 59

Wealth Management Financial Advisor Financial Planning Planning 59

Brown Advisory

SEPTEMBER 25, 2023

3) Spanning the economic landscape – we have already acknowledged the much larger number of companies available to invest in versus the large-cap space. Implementation requires diligent security selection and risk management – an important reason for a rigorous investment philosophy and process.

Portfolio 52

Portfolio Clients Management Investments 52

The Better Letter

JANUARY 26, 2024

As Morgan Housel has cautioned : “The business model of the majority of financial services companies relies on exploiting the fears, emotions, and lack of intelligence of customers. .” Real fear comes with names, faces, and a story. And oh how we want deliverance from our fears. ” Which brings me to John Hussman.

Assets 105

Assets Valuation Management Marketing 105

Trade Brains

MAY 25, 2023

Zerodha Varsity offers free modules on Technical analysis, fundamental analysis, futures, options, risk management, trading psychology & more. Currently, Zerodha is the biggest stockbroker in India , based on the number of clients (over 15 lakh users), followed by ICICI Direct and HDFC securities ranking second and third.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

APRIL 18, 2023

You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis. We find great management teams. So we operate from a board level and really focus on key strategic and risk management variables. There’s some like risk management things that you always need to be mindful of.

Assets 162

Assets Investments Investing Valuation 162

Indigo Marketing Agency

JANUARY 25, 2025

Tina Powell Reason to Follow: Digital transformation advocate for financial services Tina Powell, Chief of Community at Intention.ly , is a digital strategy expert and advocate for diversity in finance. His Risk Number system revolutionizes how advisors assess and manage risk, making him a key thought leader in advisor technology.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? You know, my, my number one priority was to operating the firm on a day-to-day basis.

Taxes 280

Taxes Banking Clients Management 280