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Where Are All The Proudly Premium-Fee Advisors?

CFO News Room

accurately comparable) industry benchmarks to compare themselves with, so that the fees they charge for the services they provide are in alignment with what they are actually worth. Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy.

Math 130
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Why Retail Earnings Are Less And Less Tethered To The Overall Economy

PYMNTS

Retail earnings may have long been looked upon as a benchmark for measuring the growth of the economy but not anymore. This is calling for a change in the ways that economists calculate numbers, pushing them to widen their data sets for measuring the state of consumer spending, WSJ noted. economy — retail.

Retail 41
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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Planning 130
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Transcript: Christine Phillpotts, Ariel Investments

Barry Ritholtz

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. And I did a lot of options math, which I thought was interesting. What’s that like?

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At the Money: Benefits of Quantitative Investing

Barry Ritholtz

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. For example, you can see what’s the biggest drawdown, how long did it last, how long and how often did a strategy beat its benchmark, and by what magnitude. Barry Ritholtz : So let’s compare evidence versus stories.

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Transcript: Julian Salisbury, GS

Barry Ritholtz

He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Barry Ritholtz

She has a really fascinating background, very eclectic, a combination of math and law. 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. It is something, math has always come easy to me since a child.

Math 52