Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Mish Talk

DECEMBER 9, 2022

The indexes for machinery and vehicle wholesaling, loan services (partial), fuels and lubricants retailing, portfolio management, and long-distance motor carrying also moved higher. The indexes for broadcast and network television advertising time sales and for metals, minerals, and ores wholesaling also decreased.

Food 187

Food Transportation Retail Advertising 187

Harness Wealth

JANUARY 29, 2025

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. What is the wash-sale rule? The aim is to find investments that have declined in value since purchase, making them suitable for sale. What is the wash-sale rule?

Taxes 52

Taxes Assets Sales Portfolio 52

Advisor Perspectives

FEBRUARY 9, 2024

In a stock market driven by highly valued companies, Capital Group portfolio manager Alan Berro prefers to seek out stocks that go on sale. How does he identify them? Research and patience.

Sales 52

Sales Portfolio Management Portfolio Management 52

The Big Picture

NOVEMBER 2, 2023

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication.

Advertising 130

Advertising Portfolio Management Economy Food 130

The Big Picture

JULY 19, 2023

New York Times ) see also Powell Will Find Much to Love in Retail Sales Letdown : The latest report landed with a mixed reception. The firm, Strive Asset Management, is seen “as political over investment oriented,” turning off some investors and limiting its opportunities to grow, according to the letter.

Advertising 130

Advertising Portfolio Management Sales Retail 130

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. Mon, 10/04/2021 - 11:00. An increasing number of investors are seeking to incorporate climate change in their investment calculus.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. market volatility.

Investing 162

Investing Investments Portfolio Valuation 162

Investment Writing

FEBRUARY 6, 2024

If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. In publications that are not advertising or sales materials, all that is necessary is to use the proper spelling and capitalization of the name of the product. .”

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

Random Roger's Retirement Planning

JANUARY 22, 2024

The concept is important for understanding why short sale bans are a bad idea. There is a secondary, more subtle point that relates to portfolio construction and portfolio theory as we discuss here and as I have implemented into client accounts. Here's an interesting Tweet and yes, I am sticking with calling it Twitter/Tweets.

Portfolio 75

Portfolio Accounting Clients Portfolio Management 75

Brown Advisory

FEBRUARY 23, 2022

Speakers: Brad Dunn, Portfolio Manager; Brian Copeland, CPA, Tax Manager, Realize Moderator: Meredith Shuey Etherington, Portfolio Manager MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues.

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Planning 52

Brown Advisory

FEBRUARY 23, 2022

Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager. .

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Planning 52

Validea

AUGUST 26, 2022

Our value composite combines the P/E Ratio, Price/Sales, Price/Cash Flow, Price/Book, EV/EBITDA and shareholder yield. His firm has begun restructuring portfolios in order to jump on the burgeoning opportunities in the current market, reports an article in Financial Standard. Access the Screen Today.

Investing 59

Investing Investments Valuation Portfolio Management 59

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investing Investments Accounting 80

Advisor Perspectives

MAY 13, 2024

Join Director of Mutual Fund Sales and Portfolio Management Marsha Otto, CFA, and Director of Investments Chris Duncan, CFA, as they discuss why predicting oil prices may not always yield profitable investments, and key characteristics of resilient companies in the volatile energy sector.

Investing 40

Investing Investments Portfolio Management Sales 40

The Big Picture

MARCH 25, 2025

They’re, they’re not talking about how much do they make, how much do you have to pay for every dollar of earnings or sales or ebitda? How to clone your favorite money managers. Note we used to update the clones versus the manager last time we did. And they dismissed me. This is 1976. It was years and years ago.

Management 147

Management Numbers Investments Investing 147

Diamond Consultants

FEBRUARY 11, 2025

Typically, the platform firm provides compliance oversight and access to a wide range of technology providers and investment options, including the option for an advisor to operate as a portfolio manager. Majority Buyers These firms acquire 100% of the advisors business, effectively representing a complete asset sale.

Compliance 52

Compliance Clients Management Investing 52

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Brown Advisory

FEBRUARY 21, 2022

George Sakellaris, Portfolio Manager of Brown Advisory’s Mid-Cap Growth (MCG) strategy interviews John Kett, CEO of Insurance Auto Auctions (IAA). IAA’s unique platform focuses on the marketing and sale of total-loss, damaged and low-value vehicles. Mon, 02/21/2022 - 08:12. Your browser does not support the audio element.

Portfolio Management 52

Portfolio Management Portfolio Investments Investing 52

The Big Picture

DECEMBER 28, 2022

It was a balanced portfolio. You would have guessed, had you known that a balanced fund, the stock and bond portfolio was going to do a lot better than just the pure stock funds over the next 16 years. You’re not allowed to do anything in investment management, and then allow it to do anything in sales.

Management 189

Management Investing Investments Clients 189

Trade Brains

JUNE 11, 2023

The company is mainly engaged in the sale of hydroelectric power in bulk to various power utilities. With more than 3 decades of experience in capital markets, the company offers all kinds of financial products and services such as equity, derivatives, mutual funds, insurance, and asset portfolio management services. CMP (in Rs.)

Banking 97

Banking Government Financial Services Insurance 97

Good Financial Cents

NOVEMBER 16, 2022

This online marketplace is for buyers and sellers of investment properties and portfolios, and Roofstock vets its properties through a strict process. It’s also worth noting that you can use the marketplace to sell your home and only pay a final 3% sale fee. Roofstock Marketplace. Roofstock One. Roofstock Institutional Services.

Investing 88

Investing Investments Portfolio Management 88

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? Prior to getting to Wellington.

Management 162

Management Investing Investments Portfolio 162

Trade Brains

JANUARY 26, 2024

Its operations cover most of the real estate development, including planning, execution, marketing, management, maintenance, and sales. Best Midcap Stocks With High Net Profit Margin Phoenix Mills Ltd Phoenix Mills Ltd. They have assets in Mumbai, Bengaluru, Chennai, Pune, Raipur, Agra, Indore, Lucknow, Bareilly, and Ahmedabad.

Retail 105

Retail Accounting Assets Management 105

Validea

JUNE 27, 2023

In an article from Royce Investment Partners , portfolio managers Jim Stoeffel, Brendan Hartman, Jim Harvey, and Kavitha Venkatraman shared where they believe the best opportunities for long-term investments in small-caps are.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

Clients 162

Clients Investing Investments Management 162

Ballast Advisors

NOVEMBER 29, 2022

Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Just by rebalancing a portfolio you can create capital gains.”. Note The IRS Wash Sale Rule: Now, this doesn’t mean you have to get out entirely, you can sell and replace with similar investments.

Taxes 40

Taxes Portfolio Management Sales Portfolio 40

International College of Financial Planning

JULY 10, 2023

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. Account Manager: An account manager is directly involved in maintaining and nurturing client relationships.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

The Irrelevant Investor

OCTOBER 4, 2016

So in the course of, say, a 60-year investment lifetime, the investors portfolio will have been managed by almost 50 different managers. Don't worry about portfolio managers who will come and go, and don't speculate on which manager may be lucky enough or smart enough to outperform the market for a time.

Communication 52

Communication Portfolio Management Management Portfolio 52

The Big Picture

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. But the reason I went to Merrill is because they had this unique global debt rotation program that allowed you to rotate through a couple different business units in fixed income, sales and trading. And I knew I wanted to do trading.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

SEPTEMBER 3, 2015

We are using third-party managers such as Somerset and Macquarie in an effort to position client portfolios to benefit from the rising middle class across the region. We mitigate risk by ensuring that the managers buy shares of Chinese companies outside mainland exchanges, where speculation is rife. 1, 2008, until Dec.

Insurance 52

Insurance Portfolio Management Clients Government 52

The Big Picture

AUGUST 20, 2024

And so that then led to the sale of that business in the late 1990s to Credit Suisse. Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? I’m gonna hold it in my portfolio.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

MARCH 14, 2023

Time/Long-Term We recently met with the management team of Intuitive Surgical (ISRG). One of our portfolio managers, Ken Stuzin will tell you that none of our holdings are “sacred cows”, but in the same breath he’ll mention that ISRG CEO Gary Guthart is among the very best executives that he’s ever met.

Clients 97

Clients Investing Investments Sales 97

International College of Financial Planning

MARCH 13, 2023

Investors have access to a portfolio of assets which reduces risk and makes the performance of one asset less significant for the entire portfolio. Professional fund managers oversee mutual funds. The fund manager will decide which assets to buy, which may not match the investor’s goals or risk tolerance.

Investing 52

Investing Investments Financial Planner Investment Planning 52

Brown Advisory

SEPTEMBER 1, 2015

During the year through July, retail sales increased only 2.4% E-commerce is especially threatening to retailers, where digital sales totaled $300 billion last year with annual growth of about 15%. We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline.

Food 52

Food Portfolio Management Sales Strategic Planning 52

The Big Picture

FEBRUARY 28, 2023

You buy companies to run them and manage them for the long haul. Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. You sit on the board of directors on a number of portfolio companies. LAYTON: Yeah. LAYTON: Yeah.

Investing 147

Investing Investments Clients Assets 147