Remove Accounting Remove Benchmarking Remove Math Remove Numbers
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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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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.

Education 130
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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
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Transcript: Graeme Forster, Orbis Investments

Barry Ritholtz

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. So I, I did a math degree at Oxford, which is more pure math. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory.

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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. And the ETF, the ETF wrapper, allowed people to get that exposure inexpensively, holding it in a brokerage account.

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Transcript: Julian Salisbury, GS

Barry Ritholtz

He co-chairs a number of the asset management investment committees. And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. What can I say about Julian Salisbury?

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Transcript: Ted Seides

Barry Ritholtz

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.