ClearMoney

DECEMBER 5, 2021

His anguish is apparently not unusual—a prominent cryptocurrency consulting firm estimates that 20% of all outstanding bitcoin represents stranded assets unavailable to their rightful owners.1. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

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Sara Grillo

MAY 8, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Prior to joining MetLife in 2013, Bobby was a consultant to life insurers, distributors and high-end agents. For those of you who are new to my blog, my name is Sara.

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The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? What percentage of the assets are in ETFs relative to mutual funds? billion deal. RITHOLTZ: Wow.

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The Big Picture

APRIL 25, 2023

I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. I didn’t see the real path ahead. RITHOLTZ: Really?

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The Big Picture

JULY 29, 2024

And then because that internship was in marketing, I had some opportunities to do consulting work and then eventually found my way to American Express working in their marketing department. So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. It was great.

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The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Corey Hoffstein : So throughout 2013, I was doing a lot of this research. Prohibits you from showing a back test for a mutual fund or an ETF.

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The Big Picture

DECEMBER 17, 2024

In addition to being a portfolio manager and running a number of mutual funds and ETFs, he is just a world-class technology investor who understands the sector like few other people do. And I actually thought I wanted to, I wanted to try to get into consulting. So you’ve been in BlackRock since 2013.

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