Management Related Topics 
The Big Picture
SEPTEMBER 16, 2023
This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. Previously, she was CIO at the Employees’ Retirement System of the State of Hawaii, and managing director in the quantitative strategies group at the Maryland State Retirement Agency.
Nerd's Eye View
AUGUST 28, 2024
Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.
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Abnormal Returns
SEPTEMBER 18, 2024
Podcasts Peter Lazaroff talks with Rubin Miller about the complexities of investing. peterlazaroff.com) Bogumil Baranowski talks with Meir Statman author of "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance."
Nerd's Eye View
AUGUST 28, 2024
Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets.
Abnormal Returns
JANUARY 15, 2024
Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. thinkadvisor.com) Vanguard is entering the cash management space with the Cash Plus Account. riabiz.com) Avise is a cooperative platform for advisers.
Abnormal Returns
SEPTEMBER 23, 2024
youtube.com) Carl Richards and Michael Kitces talk about managing your firm knowing that market-related revenue declines happen. podcasts.apple.com) Daniel Crosby talks money lessons from Presidents with Megan Gorman who is the founding partner of Chequers Financial Management. kitces.com) The best tool for client retention is trust.
Advertiser: G-P
This eBook offers the top five business benefits to building a remote, global team, what to expect when handling the logistics of hiring and managing people around the world, and strategies for attracting, engaging, and retaining top talent.
Advertiser: G-P
What factors will affect growth, TA, and team management in 2021? From remote work becoming a mainstream way of doing business to talent shortages beginning to change the way companies build their teams, the global workforce will change rapidly this year.
Advertiser: G-P
What factors will affect growth, TA, and team management in 2021? From remote work becoming a mainstream way of doing business to talent shortages beginning to change the way companies build their teams, the global workforce will change rapidly this year. Download the eBook today!
Advertiser: G-P
Employer branding is a long-term strategy that helps companies manage the knowledge and perceptions of current and potential employees, convey the values and characteristics that define your organization’s culture, and promote commitment and pride in belonging to your company’s workforce on a global scale.
Advertiser: G-P
However, while this provides companies with new and exciting opportunities, it also comes with its challenges, one of which is managing employees in various countries. Remote work has opened the doors to hiring the best talent, wherever they may live.
Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth
Professional money management has always seemed to be for a niche group of people when in actuality, almost everyone can benefit from this with the help of the right financial advisor. Personal finance apps vs. professional money management. The importance of fostering inclusion and belonging in money management.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before.
Advertiser: G-P
From creating a compliant employment contract, to providing competitive benefits, to managing cross-culturally, this guidebook will help you get started with insight on how to onboard and manage talent in the top global markets. Is a global hire on the horizon?
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