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At The Money: Concentrated Portfolios

Barry Ritholtz

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. The number is probably a lot lower than you think. What exactly is a concentrated portfolio?

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Wipro cutting client base to concentrate on profitable deals: CEO Thierry Delaporte

CFO News

The number of active clients at India’s fourth-largest IT services firm declined by 35 sequentially to 1,444 for the period ended June, Chief Executive Thierry Delaporte told ET in a recent interview.

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Moody’s: Number of firms on the B3 negative and lower list continues to decline

Future CFO

The number of companies on Moody's B3 Negative and Lower Corporate Ratings List fell 21% quarter-over-quarter, finishing June with 256 debt issuers, continuing a positive trend, Moody’s said recently. Most of these companies are concentrated in the Services sector on the B3N list, the firm added.

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Weekend Reading For Financial Planners (June 29-30)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

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S&P 500 Companies: A Visual Breakdown

Barry Ritholtz

Despite interest rates climbing at warp speed, a select number of big tech names have maintained, or even expanded their influence on the index over the last year.

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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)