Financial Advisors

8008 members
A community for Financial Advisors and Managers both independent and within companies 🙌

Conflicting strategies with my fund partner - how do I maintain unity and integrity?

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Crypto trading - overrated or valuable?

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Client is willing to rollover TIAA-CREF assets to IRA for me to manage but I want to make sure he isn’t losing an annuity or death benefit by doing so. What are pros and cons of rolling over?

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"Cayman islands to be put on EU blacklist"... Huh, go figure

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What do the advisors out there need right now? We need to know! Help me, help you. This is fishbowl, throw out anything (except give me business - I can’t just hand you an account).

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Should I switch to a High Octane strategy this year?

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Everybody is looking for shortcuts or a better deal... how do you find more IPOs and M&As to advise on?

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Do you think London will retain its 'finance center of the world' title post Brexit?

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For advisors at Morgan Stanley - what does an associate private banker do? What’s the best program in the firm for a junior advisor looking to possible move.

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Fama French 3 factor model was better than its 5 factor model. Simply adding the factors doesn't improve results.

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Where do UITs fit in?

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Mean-variance optimization is only useful when returns are normally distributed.

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Negative profitability firms do not necessarily have low stock returns due to option value of equity

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Which factors are mandatory to keep in mind today's volatile markets?

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Annuities or Target Date Funds for retirement?

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Fundamental analysis or Quantitative analysis for equity portfolio management?

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What are some good things to say to prospects on LinkedIn right now? Might be a good time to start reaching out but how would one start it off. Thanks in advance.

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I’m having a hard time with something and this not designed to create a stir.....I have genuine concerns about the competency of our government and how to avoid it affecting my practice, any suggestio

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Anyone out there still moving (k) plans? My assumption is that it’s at the bottom of every HR priority list and nobody is moving, but I need the validation.

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I’ve had to talk quite a few clients off a ledge to prevent panicked selling. To what degree are you all seeing this? I’m worried this is an industry trend and will lead to layoffs on our ends

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