FMG

FEBRUARY 3, 2023

GBP is a free and user-friendly tool where you can manage your financial planning business’ digital presence for both Google Search and Google Maps. Working with many advisors, we realize that a large majority of practices are remote and use a PO or UPS box. Keep in mind that your primary category should describe your overall business.

Prospects 52

Prospects Financial Services Consultants Consulting 52

Sara Grillo

AUGUST 14, 2023

For those of you who are new to my blog, my name is Sara. There are good and bad advisors in each category, fiduciary and non-fiduciary. There must be standards and categories , because without them there is no objective basis for comparison and judgement. Is it, “meh, who cares”, or does it make a true difference?

Legal 52

Legal Consultants Consulting Taxes 52

This is going to be BIG.

JUNE 30, 2021

A lot of people have furthered their career by “putting themselves out there”—creating blogs, newsletters, participating on Twitter, doing podcasts, etc. You'll probably be talking about debt restructuring, product management, packaging design or some other innocuous topic that isn't likely to spark serious controversy.

Debt 89

Debt Companies 89

Diamond Consultants

NOVEMBER 21, 2023

And since each archetype comes with its own unique risks and benefits, it’s helpful for advisors to understand which category they fit into so they can avoid some common missteps and best position themselves for success throughout the diligence process. No one likes a know-it-all, and hiring managers like to run their process a certain way.

Due Diligence 52

Due Diligence Mutual Funds Consultants Consulting 52

Diamond Consultants

JANUARY 17, 2023

For those who fall into this category, the notion of affiliating with an Office of Supervisory Jurisdiction (referred to as an OSJ) is likely to come up during due diligence. These resources often include local administrative and technology support, marketing expertise, and practice management, as well as transition and onboarding assistance.

Due Diligence 52

Due Diligence Stakes Best Practices Leveraging 52

BlueMind

FEBRUARY 24, 2022

Category: Technology. A customer relationship management software or CRM serves as an excellent tool for financial advisors, enabling them to organise their processes and make their workflow more efficient all the while delivering a more satisfying client experience.

Consultants 52

Consultants Consulting Financing Finance 52

BlueMind

MARCH 10, 2022

Category: Technology. This includes abandoning the traditional ink and paper practice and letting go of wet-ink signatures while switching to e-documentation and e-signatures. E-Signature Improves Efficiency In the financial advisory business, one of the most toiling and monotonous tasks for you is managing paperwork.

Financial Institutions 52

Financial Institutions Startups Legal Financial Services 52

SEI

SEPTEMBER 6, 2022

For this Pulse on the Future blog post, I invited my colleagues, Justin Hayer and Chris Bell, to share their perspectives on how digital assets are democratizing the investment world. -- Russ Kliman. Risk management theory—there are so many types of crypto assets and many have transformative characteristics based on when and how you use them.

Assets 52

Assets Investing Collateral Accredited Investors 52

Tucker Advisors

OCTOBER 18, 2021

Facebook Ads Manager. For your financial advisory practice to advertise, you will need to fill out a profile referred to as a business page. Click to choose a Category. We could write an entire blog entry about filling out and optimizing your page. Facebook Ads Manager. Follow Follow Follow Follow Follow Follow.

Bidding 52

Bidding Accounting Education Assets 52

The Motley Fool

MAY 28, 2024

Management said there was a delayed start to spring. A couple of things i did like what they had to say, which is management. There was a great blog post this week from Liz Reid, the head of Google search. See what I did there. Comparable store sales continued to decline year-over-year down 2.8% in the quarter.

Investors 130

Investors Stakes Companies Consultants 130

Sara Grillo

JUNE 2, 2022

This blog is not for the faint of heart. For those of you who are new to my blog/podcast, my name is Sara. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Quality of practice – YES finally one factor I agree with.

Consultants 69

Consultants Consulting Assets Education 69

SuperAngel.Fund

JANUARY 19, 2024

See below excerpt from a recent blog post from Peter Walker , Head of Insights at Carta, titled “ Why this year is different for startups going bankrupt ”: “This data is the bad echo of the over-exuberance of startup boom times (roughly late 2020-early 2022).

Startups 69

Startups Due Diligence Deal Flow Angel Investors 69

Indigo Marketing Agency

JUNE 23, 2023

YouTube Best Practices For Financial Advisors Narrow Your Channel’s Focus You’re not going to win searches for “401k investing” (that award goes to this video ), but guess what? This manages the expectations of your subscribers and helps YouTube promote your videos. Do this for all videos.)

Prospects 52

Prospects Best Practices Education Accounting 52

Diamond Consultants

DECEMBER 20, 2022

A look back – and forward – on the forces behind an evolving wealth management industry. Where advisors went was more disparate than ever before—and instead of domination by a single major player, we saw several leaders in each category of the industry landscape. By Mindy Diamond and Louis Diamond.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Enterprise Values Banks 59

Diamond Consultants

AUGUST 15, 2023

I transferred over $150 million of the $225 million I was managing, and I am way better off financially.” “I It was a major hurdle for us, but moving forward, as we onboard new FAs into our practice, we will have a tailored process to ensure the gap is smaller.” “Assets moved over a bit slower than I expected. I am thrilled.

Legal 52

Legal Prospects Assets Leveraging 52

SuperAngel.Fund

JULY 14, 2023

Similarly, for General Partners (GPs) like me who manage venture capital funds, we are no different and I believe in practicing what you preach. For one, they are an extremely efficient and effective way to manage information flow with your most incentivized constituents. I generally suggest quarterly FWIW).

Venture Capital 52

Venture Capital Capital Funds Deal Flow 52

The Motley Fool

FEBRUARY 28, 2024

Forward-looking statements represent our management's beliefs and assumptions only as of the date made. The Okta Secure Identity commitment extends even further to champion customer best practices that enable our customers to be highly protected and elevate our industry to be more secure from identity attacks.

Accounting 130

Accounting Companies Taxes Best Practices 130

The Motley Fool

MAY 7, 2024

During the course of this conference call, Arista Networks management will make forward-looking statements, including those relating to our financial outlook for the second quarter of the 2024 fiscal year, longer-term financial outlooks for 2024 and beyond. She hasn't been just my manager, but also by mentor and coach for over 15 years.

Banks 130

Banks Capital Investors Companies 130

This is going to be BIG.

MAY 5, 2011

The most successful companies have strong boards and so as a good housekeeping practice, why not start acting like a great company as early as possible. VC Blogger Fanboy This geek reads all the blogs religiously and is a lean startup ninja. Don't let the fanboys distract you from business 101. Nice work, aplusk.

Due Diligence 111

Due Diligence Startups Consultants Consulting 111

The Big Picture

MAY 16, 2023

HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. LINDZON: But you hopefully go that late show to see maybe a Chris Rock or somebody shows up to practice. So indirectly, I became a hedge fund manager to manage our cash at the Squeeze Ball Company. So I used to leave these whack job comments on his blog.

Hedge Funds 112

Hedge Funds Leveraging Venture Capital Capital 112

The Motley Fool

MARCH 30, 2024

But they announced a special one-time equity grant for all restaurant General Managers and crew members with more than 20 years of service. An interesting category that they called out is that they believe that data licensing and AI training could become a massive opportunity for this company. They continue to expand.

New York Stock Exchange 130

New York Stock Exchange Shareholders Companies Debt 130

Pension Pulse

MAY 24, 2023

Our strong long-term return of 10 per cent over 10 years demonstrates that our active management strategy is on track,” said John Graham, chief executive of the pension investment organization. CPP Investments manages the Canada Pension Plan money that is not needed to pay immediate benefits to beneficiaries.

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

AUGUST 15, 2023

Ontario Teachers’ manages approximately 80 per cent of its nearly $250-billion portfolio with in-house employees, focusing on active strategies. 100% 1 Includes strategies that manage the foreign exchange risk for the total fund. Detailed Asset Mix As at June 30, 2023 As at Dec. 9% Private equity 60.7 24% Teachers' Venture Growth 7.0

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52

Mr. Money Mustache

JULY 18, 2022

Alina is a currently-single doctor in a stressful but well paid area of practice, age 50 with one grown child. It’s a rough place to be, but this category includes tens of millions of people in the US. But despite her conservative investment management, she insists on keeping her spending at the full $50k.

Accounting 119

Accounting Banks Debt Portfolios 119

The Big Picture

MAY 2, 2023

Let’s talk a little bit about how a blog becomes a business. 2008, you launched a blog after you leave UBS in the midst of the financial crisis. I was working at UBS in wealth management. eBay is a real publicly traded, has business practices that we all hold in high regard. I could have gone for another two hours.

Startups 65

Startups Financing Finance Companies 65

The Big Picture

OCTOBER 4, 2022

I first came to know David’s work through his blog and book, “You Are Not So Smart” which was a fun review of all of the cognitive foibles and behavioral errors we all make. RITHOLTZ: I mean, I’m the OG when it comes to blogging and I go way, way back. MCRANEY: I played in that role, too. MCRANEY: I feel you.

Financing 118

Financing Finance Prospects Funds 118