Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Accounting 52

Accounting Consulting Consultants Due Diligence 52

Indigo Marketing Agency

FEBRUARY 6, 2020

Answer: I was referred to Indigo by my friend and study group member Michael Donahoe at Harvest Asset Group, who sang their praises. Each member of my team did their own due diligence and gave a thumbs-up to moving forward with Indigo as well. Develop a blog content calendar. How are you feeling about your marketing now?

Due Diligence 52

Due Diligence Education Consulting Consultants 52

Ron A. Rhodes

MAY 9, 2023

In a previous blog post, I previewed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long…

Returns 66

Returns Due Diligence Portfolios Assets 66

Ron A. Rhodes

JULY 15, 2023

In previous blog posts I previewed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long periods…

Returns 62

Returns Due Diligence Portfolios Assets 62

SEI

AUGUST 22, 2022

Evaluation and due diligence. Due to the economic downturn in the first half of the year, more investors have begun searching for outside help to weather this environment. Aside from the impact on asset values, the effect on the OCIO business was minimal, said Paul Klauder , head of the Institutional Group. Media mention.

Due Diligence 40

Due Diligence Assets Funds Investors 40

Pension Pulse

MAY 16, 2024

Razak Musah Baba of IPE Real Assets reports Vantage Data Centers EMEA to expand with €750m from Ares, CDPQ and Schroders: Vantage Data Centers is expanding its EMEA platform with €750m financing from Ares Management, Caisse de depot et placement du Quebec (CDPQ) and Schroders Capital. For more information, please visit www.aresmgmt.com.

Finance 59

Finance Financing Debt Due Diligence 59

Sara Grillo

MAY 16, 2022

For those of you new to my blog, my name is Sara G. I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Please conduct your own due diligence and come to your own decision. Evanson Asset Management. 89 per month.

Assets 52

Assets Due Diligence Consulting Consultants 52

Steve Sanduski

DECEMBER 5, 2022

That’s what Shannon and her 30-person team are tasked with managing, from due diligence on individual investment products to the tech platforms that advisors use. “As the markets continue to evolve, there is a need for these types of assets that provide different types of correlation to the market,” Shannon says.

Due Diligence 52

Due Diligence High Net Worth Individuals Investing Education 52

Diamond Consultants

MAY 24, 2022

So, it’s critical that the due diligence process provides the answer with clear and meaningful client benefits identified along the way. So, keeping the idea of “what’s in it for my clients” top-of-mind when performing due diligence will ensure that you really understand how a new firm could move the needle for all.

Due Diligence 52

Due Diligence Taxes Assets Accounting 52

Diamond Consultants

JUNE 23, 2022

Today, it’s Advisor Group’s acquisition of American Portfolios Financial Services, the Holbrook, NY-based broker dealer with some $40B in assets under management and 850 advisors spread across 400 branches throughout the country. After your own due diligence, you may find that the new BD is actually the right one for you.

Due Diligence 52

Due Diligence Education Financial Services Assets 52

Quiet Growth

OCTOBER 12, 2023

High ratings of government bonds mean they are seen as safe-haven assets, making them attractive for conservative investors and institutions looking for stability and predictable returns. It’s always essential to conduct thorough due diligence. Informed decision-making: Ratings give investors a benchmark to compare bonds.

Due Diligence 45

Due Diligence Debt Prospects Finance 45

Diamond Consultants

MAY 9, 2023

Considering that question first from the advisor’s perspective, most can articulate exactly the services they are providing to warrant the fee they charge clients: financial planning, investment management, safe custody of assets, overall financial advice, etc. But the firm side of the equation can be harder to quantify.

Due Diligence 52

Due Diligence Leveraging Assets Investing 52

SuperAngel.Fund

OCTOBER 27, 2023

These changes have been driven by higher interest rates that offer the ability for investors to earn greater yields today than at any other time over the past 15 years via “risk-free” assets like U.S. Treasury Bills.

Venture Capital 64

Venture Capital Deal Flow Startups Due Diligence 64

Ron A. Rhodes

JULY 20, 2023

In several previous blog posts, I discussed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long…

Portfolios 40

Portfolios Investing Returns Due Diligence 40

Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans.

Debt 52

Debt Pension Funds Banks Due Diligence 52

The Private Equiteer

FEBRUARY 5, 2025

This article explores the nuts and bolts of sourcing middle market private equity dealsfrom the importance of relationships and technology to creative strategies and case studieswithout diving into the due diligence or differentiation debates that usually come later. Invest in Relationships: Your network is your most valuable asset.

Deal Flow 52

Deal Flow Private Equity Firms Private Equity Firms Leveraging 52

Mr. Money Mustache

JANUARY 29, 2021

With your cash, it happens at your own pace (it could be as fast as one day, but 3-4 weeks is reasonable if you are doing inspections and other due diligence. It can be 6-8 weeks between offer and closing.

Taxes 53

Taxes Collateral Stock Market Stock Market 53

The Big Picture

JANUARY 9, 2024

And so I went back to my desk and I worked for like three more weeks and then I saw the deal breaker, the great like comedic financial blog was hiring. But there was really very little thought to it,you know, I had not been like blogging on the side or like practicing at night or anything like that. I recall you wrote about that.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

Sara Grillo

JUNE 12, 2023

For those of you who are new to my blog/podcast, my name is Sara. It requires care, skill, prudence, and due diligence (a best interests standard of care) to be followed when selling insurance. I am a CFA® charterholder and I used to be a financial advisor. BARRY FLAGG OR STEVEN ZEIGER: So what that’s worth. And 0:30:26.4

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved. That’s a huge risk, right?

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Sara Grillo

SEPTEMBER 26, 2022

For those of you who are new to my blog, my name is Sara. What’d ya think of my blog and podcast debate on whether or not the CFP Board stinks? That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. Was this helpful?

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

Sara Grillo

FEBRUARY 13, 2023

For those of you who are new to my blog/podcast, my name is Sara. Thanks for reading our blog about the drawbacks of ESG investing. So the greenwashing underneath the fund is a whole nother layer that most regular people cannot go that deep into due diligence and figure this out. Am I wrong, Ellen?

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

Diamond Consultants

JANUARY 21, 2025

And to be fair, the wirehouses absolutely provide a great degree of support and service (think about the various costs they bear on your behalf, such as asset custody, branding, technology, HR, compliance, investment products, etc.). And most advisors dislike the process of exploration and due diligence.

Due Diligence 52

Due Diligence Consulting Consultants Stakes 52

Diamond Consultants

DECEMBER 4, 2024

In fact, if you have never held your firm up to the critical lens of due diligence, how can you really know that it continues to be the very best place to serve clients and grow your business? Additionally, complexity often leads to sticky client assets. This is not to suggest that all advisors should make a move.

Due Diligence 52

Due Diligence Education Assets 52

The Motley Fool

JANUARY 10, 2025

It was technically illegal up until 1978, in which time Jimmy Carter signed a bill that ended a prohibition on home brewing, which then the Jim Cooks of the world from Boston Beer will tell you that's where the fantastic Craft Blog industry came from and got its start. This asset has some role to play in our portfolio. Definitely not.

Finance 130

Finance Financing Portfolios Due Diligence 130

Pension Pulse

NOVEMBER 22, 2024

He oversaw a team of 25 investment professionals based in Singapore, Sydney and Delhi managing assets that included renewables, ports, electricity networks and power generation. Although the fund has significant losses on Azure, “the reality is that there is still very good assets underneath.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. And so as those assets grew, I’m now a young 20-year-old going out trying to go to other asset managers saying, Hey, I have this quantitative research.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

APRIL 11, 2023

You have a blog. And you could probably get that dressing in small pieces if you want because when I do my YouTube videos and blog posts, you’re essentially seeing things that will show up as riffs in my class. How important is it for a mature company to have a mature CEO to come in and maximize their assets?

Education 119

Education Finance Financing Taxes 119