Visitor: Whitney Baker is the founding father of Totem Macro, leveraging intensive prior buyside expertise to create distinctive analysis insights for an unique client-base of among the world’s preeminent traders. Beforehand, Whitney labored for Bridgewater Associates as Head of Rising Markets and for Soros Fund Administration, co-managing an inside allocation with a twin International…
Welcome again to the 375th episode of the Monetary Advisor Success Podcast! My visitor on at present’s podcast is Rob Schultz. Rob is the Senior Companion of NWF Advisory, a hybrid agency based mostly in Los Angeles, California, the place he oversees practically $500M in property beneath administration for 200 consumer households. What’s distinctive about…
School college students have rather a lot on their plate already, together with the necessity to research to get good grades, collaborating in any variety of on-campus actions and probably working part-time to have some spending cash. That mentioned, faculty college students also needs to deal with their monetary future, together with steps they will…
SAN DIEGO, Calif., Feb 21, 2024 – FMG, an industry-leading SaaS firm specializing in advertising software program and providers for monetary advisors and insurance coverage brokers, has been acknowledged as a Follow Administration Options Supplier of the Yr by Wealth Options Report’s (WSR) Wealth Exemplar Awards. Figuring out {industry} members, from the biggest agency to…
Rising advisory corporations can develop their capability, fill a expertise hole, and scale their enterprise through the use of the companies of a digital assist supplier or an outsourced administrative associate. Digital directors and paraplanners can present well timed reduction and liberate advisors to concentrate on what they do finest: constructing and deepening shopper relationships….
The transcript from this week’s, MiB: David Snyderman, Magnetar Capital, is under. You may stream and obtain our full dialog, together with any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts in your favourite pod hosts may be discovered right here. ~~~ This isn’t an official transcript.00:00:02…
