article thumbnail

Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130
article thumbnail

Weekend Reading For Financial Planners (June 22-23)

Nerd's Eye View

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math 89
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund.

Math 58
article thumbnail

Stakes Rising In The US-China AI Race

Global Finance

However, Xavier Ferràs, associate dean of the Executive MBA program at Esade Business and Law School in Barcelona, Spain, points out that China’s market and economic systems are less efficient in leveraging these investments.

Economics 111
article thumbnail

1,038: Driving Financial Agility in a Global Tech Landscape | Joey Wong, CFO, Asia Pacific (PCSD), Lenovo

CFO Thought Leader

Having grown up in Los Angeles after her family had emigrated from Hong Kong, Wong had always been drawn to math and science, a passion that eventually led her to MIT, where she studied economics and business. It was within this atmosphere of excitement and potential that Joey Wong made a very pivotal career decision.

CFO 52
article thumbnail

At The Money: Behavior Beats Intelligence

Barry Ritholtz

Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. You can know everything about math and data and markets, but if you don’t control your sense of greed and fear and you’re managing uncertainty in your behavior, none of it matters. None of it matters.

Math 81
article thumbnail

Negotiation for Physicians

Adam Kae

You'll need to do some math to understand: where your breakeven is. The higher the demand, the more your potential leveraging power! What are you willing to leverage? To negotiate for the best rate, you'll need to create a comprehensive negotiation strategy. Your Negotiation Strategy. Models, Forecasts, Calculations, Oh My!

Math 52