Diamond Consultants

SEPTEMBER 20, 2022

When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon. Most advisors consider the process of due diligence to be a disruptive and cumbersome ritual of “meet and greet.” So, what’s “strategic due diligence”? So, what are you to do?

Due Diligence 52

Due Diligence Fee Structure Mutual Funds Leveraging 52

Diamond Consultants

NOVEMBER 21, 2023

When it comes to due diligence and even a transition, no two advisors – or their paths – are the same. Here’s why that matters… It’s interesting how advisors think that many of the processes around due diligence and transition are the same. And, of course, there are certain steps that pretty much are what they are.

Due Diligence 52

Due Diligence Mutual Funds Consultants Consulting 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. And it grows or doesn’t grow. And 0:30:26.4

Due Diligence 59

Due Diligence Consultants Consulting Accounting 59

Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. Is this blog able to be consumed by the public… 0:34:06.9 Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. No, that’s no problem.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Sara Grillo

FEBRUARY 13, 2023

For those of you who are new to my blog/podcast, my name is Sara. From a Wall Street Journal Article: The environmental, social, and governance funds’ average fee was 0.2% Thanks for reading our blog about the drawbacks of ESG investing. I am a CFA® charterholder and I used to be a financial advisor.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

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. Somehow no one in due diligence ever asked them about any of this. Prohibits you from showing a back test for a mutual fund or an ETF.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 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. DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence.

Education 119

Education Finance Financing Taxes 119