The document discusses America's top 100 independent investment advisors based on assets under management and revenues generated. It notes that the independent advisors have attracted over $200 billion in new client assets in the last year, much of it coming from large Wall Street firms. The top 100 list highlights the highest rated advisors, including both new and returning names, with the number one spot going to Ric Edelman of Fairfax, Virginia.
The company saw revenue decline from $93.58 billion in 2015 to $85.32 billion in 2016, though net income increased over the same period from $12.19 billion to $16.80 billion. Total assets grew steadily from $172.38 billion in 2014 to $193.49 billion in 2016, while liabilities also increased substantially from $82.60 billion to $121.47 billion over that time. The competitive forces analysis shows a strong threat from rivalry among established companies but weak threats from new entrants, suppliers, buyers, and substitutes.
This reading guide covers concepts of nonlinear and projectile motion. It asks questions about vectors, scalars, and projectile motion terminology. Specifically, it asks about curved motion having two independent components, vectors requiring both magnitude and direction, examples of vectors and scalars, arrows being used to represent vectors, the definition of a projectile and resultant, the path a projectile makes, and the definition of a satellite.
Este documento presenta 5 ejercicios de finanzas con sus respectivas respuestas. Los ejercicios involucran cálculos de valor presente, interés compuesto, pagos mensuales de préstamos y cuotas anuales requeridas para alcanzar un monto futuro dado una tasa de interés.
The document discusses building bridges in the apparel chain from the International Apparel Federation located in Zeist, Netherlands. The International Apparel Federation aims to connect different parts of the apparel industry through cooperation and information sharing.
The company saw revenue decline from $93.58 billion in 2015 to $85.32 billion in 2016, though net income increased over the same period from $12.19 billion to $16.80 billion. Total assets grew steadily from $172.38 billion in 2014 to $193.49 billion in 2016, while liabilities also increased substantially from $82.60 billion to $121.47 billion over that time. The competitive forces analysis shows a strong threat from rivalry among established companies but weak threats from new entrants, suppliers, buyers, and substitutes.
This reading guide covers concepts of nonlinear and projectile motion. It asks questions about vectors, scalars, and projectile motion terminology. Specifically, it asks about curved motion having two independent components, vectors requiring both magnitude and direction, examples of vectors and scalars, arrows being used to represent vectors, the definition of a projectile and resultant, the path a projectile makes, and the definition of a satellite.
Este documento presenta 5 ejercicios de finanzas con sus respectivas respuestas. Los ejercicios involucran cálculos de valor presente, interés compuesto, pagos mensuales de préstamos y cuotas anuales requeridas para alcanzar un monto futuro dado una tasa de interés.
The document discusses building bridges in the apparel chain from the International Apparel Federation located in Zeist, Netherlands. The International Apparel Federation aims to connect different parts of the apparel industry through cooperation and information sharing.
This 3 sentence summary provides the key details from the document:
The document is a calendar for September 2009 that was generated on September 23, 2009 from the website TwiTrak.com. It displays the days of the week and dates for the month of September 2009. A notice at the bottom indicates that this calendar was created on the TwiTrak website and that visiting the site allows generating your own calendar.
This document is an excerpt from the February 20, 2012 issue of Barron's, a weekly financial newspaper. It contains part of the publication's annual ranking of the top 1,000 financial advisors in the United States. The excerpt displays biographical information and statistics for advisor Rick Van Benschoten, ranked number 63 on the 2012 list. It provides details on his firm, city, types of clients served, assets under management, average account size, and typical client net worth.
Rick Van Benschoten Makes Barrons Top 1,000 Advisorsgreglarge
The document profiles the top 1,000 financial advisors in the United States based on factors like assets under management, revenue generated, regulatory records, and philanthropic work. It notes that these advisors proved their worth during the financial crisis by providing guidance. While many advisors prefer blue chip stocks and emerging markets, the rankings show more diversity of opinion than in past years, reflecting the tumultuous markets. These top advisors have exceptionally high client retention rates of 97%, demonstrating the trust investors place in them.
1. The document lists America's top 100 independent financial advisors based on assets under management, revenue generated, and quality of practice.
2. Peter Mallouk of Creative Planning in Leawood, Kansas is ranked number one with $11.3 billion assets under management and a typical account size of $1.49 million.
3. The list provides each advisor's name, firm, location, and rankings in different client net worth categories along with total assets and typical account size.
Last year was MGM MIRAGE's most financially successful year in history. Earnings and margins increased significantly due to strong performance across its resort portfolio. A major acquisition of Mirage Resorts was also successfully integrated. Looking ahead, while some are concerned about slowing growth without new construction, MGM MIRAGE is well positioned with high quality assets and properties that continue to outperform competitors. The merger of MGM Grand and Mirage Resorts created significant value and synergies for shareholders.
This document provides an overview of directors and officers (D&O) liability insurance. It discusses current D&O claims trends related to regulatory exposures from bank failures and mergers and acquisitions. It also reviews D&O limits benchmarking and the top 10 recommended D&O coverage enhancements, such as expanding the definition of insured to include holding companies. The presentation was given by an insurance brokerage to provide management liability solutions for community and regional banks.
Sticking to the budget model and controlling your costsDaniel Spandau
The document provides information on budgeting for real estate agents. It discusses sticking to a budget model and controlling costs. Key areas of the budget model include leading with revenue, prioritizing expenses based on importance, and sticking to the budget. The document emphasizes tracking income and expenses accurately to evaluate performance against the budget and make adjustments. It also discusses the roles of a Chief Financial Officer in managing accounting, budgeting, and strategic planning for a real estate business.
Richard Tullo has over 20 years of experience in financial analysis, investment research, and institutional trading. He has held positions as a research analyst covering technology companies, co-founding an independent research firm, and working as a vice president for institutional trading firms. He holds an MBA and securities licenses, and seeks to apply his skills and experience in institutional investing.
This document provides a list and index of 455 wealth managers in the Chicagoland area that were selected as the top performers in overall client satisfaction by Chicago magazine and Crescendo Business Services. The selection process involved surveying over 250,000 high-net-worth households and 15,500 financial professionals to evaluate wealth managers based on criteria like customer service, integrity, expertise, and meeting financial objectives. Only wealth managers that represented less than 2% of the total in the area and received high marks in the survey process were included in the elite list.
ProCourier was founded in 1991 and is a California corporation that provides same-day document and small package delivery services. It has over 500 employees across offices in Los Angeles, Orange County, and San Diego. ProCourier ranks first in its industry and has over 500 of the largest financial, legal, accounting, and real estate firms as clients in Southern California.
This PPT was originally presented as part of a business class at CSU and touches on the high level of value, its importance, and its application in the environment many younger entrepreneur's find themselves. Value is more than a multiple on revenues or income, it is dynamic, can be defended and improved when the underlying drivers are understood.
2012 was a great time to be in the real estate industry based on the following:
1. Home sales were forecasted to increase after declining between 2007-2010 during the housing crisis.
2. Coldwell Banker was the #1 real estate brand in the US based on closed sales volume and had over 3,100 offices worldwide.
3. Coldwell Banker offered its agents opportunities to learn from industry experts at annual conferences, access advanced technology and marketing support to serve customers.
This document provides a list and index of wealth managers in the Chicagoland area that were selected as part of a survey and review process to identify the top wealth managers in the region. The list includes 455 wealth managers grouped by their primary financial services of estate planning, financial planning, insurance, investments, trust services, and taxation. Each wealth manager also lists up to three additional financial services they provide.
Timothy M. Meade is a highly skilled sales executive with over 20 years of experience in consultative selling, client relationship management, and business development. He has a proven track record of increasing sales revenues through identifying customer needs and presenting compelling value propositions. His areas of expertise include new client acquisition, strategic planning, and presentation/negotiation skills. Meade's professional experience includes roles as a Vice President at Bowne & Co. and MullinTBG, where he exceeded sales targets and developed over 100 new client relationships.
This 3 sentence summary provides the key details from the document:
The document is a calendar for September 2009 that was generated on September 23, 2009 from the website TwiTrak.com. It displays the days of the week and dates for the month of September 2009. A notice at the bottom indicates that this calendar was created on the TwiTrak website and that visiting the site allows generating your own calendar.
This document is an excerpt from the February 20, 2012 issue of Barron's, a weekly financial newspaper. It contains part of the publication's annual ranking of the top 1,000 financial advisors in the United States. The excerpt displays biographical information and statistics for advisor Rick Van Benschoten, ranked number 63 on the 2012 list. It provides details on his firm, city, types of clients served, assets under management, average account size, and typical client net worth.
Rick Van Benschoten Makes Barrons Top 1,000 Advisorsgreglarge
The document profiles the top 1,000 financial advisors in the United States based on factors like assets under management, revenue generated, regulatory records, and philanthropic work. It notes that these advisors proved their worth during the financial crisis by providing guidance. While many advisors prefer blue chip stocks and emerging markets, the rankings show more diversity of opinion than in past years, reflecting the tumultuous markets. These top advisors have exceptionally high client retention rates of 97%, demonstrating the trust investors place in them.
1. The document lists America's top 100 independent financial advisors based on assets under management, revenue generated, and quality of practice.
2. Peter Mallouk of Creative Planning in Leawood, Kansas is ranked number one with $11.3 billion assets under management and a typical account size of $1.49 million.
3. The list provides each advisor's name, firm, location, and rankings in different client net worth categories along with total assets and typical account size.
Last year was MGM MIRAGE's most financially successful year in history. Earnings and margins increased significantly due to strong performance across its resort portfolio. A major acquisition of Mirage Resorts was also successfully integrated. Looking ahead, while some are concerned about slowing growth without new construction, MGM MIRAGE is well positioned with high quality assets and properties that continue to outperform competitors. The merger of MGM Grand and Mirage Resorts created significant value and synergies for shareholders.
This document provides an overview of directors and officers (D&O) liability insurance. It discusses current D&O claims trends related to regulatory exposures from bank failures and mergers and acquisitions. It also reviews D&O limits benchmarking and the top 10 recommended D&O coverage enhancements, such as expanding the definition of insured to include holding companies. The presentation was given by an insurance brokerage to provide management liability solutions for community and regional banks.
Sticking to the budget model and controlling your costsDaniel Spandau
The document provides information on budgeting for real estate agents. It discusses sticking to a budget model and controlling costs. Key areas of the budget model include leading with revenue, prioritizing expenses based on importance, and sticking to the budget. The document emphasizes tracking income and expenses accurately to evaluate performance against the budget and make adjustments. It also discusses the roles of a Chief Financial Officer in managing accounting, budgeting, and strategic planning for a real estate business.
Richard Tullo has over 20 years of experience in financial analysis, investment research, and institutional trading. He has held positions as a research analyst covering technology companies, co-founding an independent research firm, and working as a vice president for institutional trading firms. He holds an MBA and securities licenses, and seeks to apply his skills and experience in institutional investing.
This document provides a list and index of 455 wealth managers in the Chicagoland area that were selected as the top performers in overall client satisfaction by Chicago magazine and Crescendo Business Services. The selection process involved surveying over 250,000 high-net-worth households and 15,500 financial professionals to evaluate wealth managers based on criteria like customer service, integrity, expertise, and meeting financial objectives. Only wealth managers that represented less than 2% of the total in the area and received high marks in the survey process were included in the elite list.
ProCourier was founded in 1991 and is a California corporation that provides same-day document and small package delivery services. It has over 500 employees across offices in Los Angeles, Orange County, and San Diego. ProCourier ranks first in its industry and has over 500 of the largest financial, legal, accounting, and real estate firms as clients in Southern California.
This PPT was originally presented as part of a business class at CSU and touches on the high level of value, its importance, and its application in the environment many younger entrepreneur's find themselves. Value is more than a multiple on revenues or income, it is dynamic, can be defended and improved when the underlying drivers are understood.
2012 was a great time to be in the real estate industry based on the following:
1. Home sales were forecasted to increase after declining between 2007-2010 during the housing crisis.
2. Coldwell Banker was the #1 real estate brand in the US based on closed sales volume and had over 3,100 offices worldwide.
3. Coldwell Banker offered its agents opportunities to learn from industry experts at annual conferences, access advanced technology and marketing support to serve customers.
This document provides a list and index of wealth managers in the Chicagoland area that were selected as part of a survey and review process to identify the top wealth managers in the region. The list includes 455 wealth managers grouped by their primary financial services of estate planning, financial planning, insurance, investments, trust services, and taxation. Each wealth manager also lists up to three additional financial services they provide.
Timothy M. Meade is a highly skilled sales executive with over 20 years of experience in consultative selling, client relationship management, and business development. He has a proven track record of increasing sales revenues through identifying customer needs and presenting compelling value propositions. His areas of expertise include new client acquisition, strategic planning, and presentation/negotiation skills. Meade's professional experience includes roles as a Vice President at Bowne & Co. and MullinTBG, where he exceeded sales targets and developed over 100 new client relationships.
The document provides information about developing a successful recruiting foundation for an RIA firm. It discusses evaluating a firm's value proposition, creating a value proposition focused on compensation, office space, support and other factors. It also provides examples of compensation structures for advisors, including sample case studies showing potential advisor and firm income under different recruiting scenarios.
Commercial lenders in Massachusetts endured salary slumps in 2009, with two in five not receiving raises. According to a survey, most commercial lenders earned between $80,000 to $200,000 in base salary, excluding bonuses. While compensation was down industry-wide due to tight budgets, commercial lenders are seen as underpaid given the valuable role they play in facilitating capital flows. The highest paid lenders produced over $50 million in loans and earned a total compensation of $200,000 or more.
This document provides an overview of a presentation on Circles of Influence and the Seven Paradoxes of Silicon Valley. The presentation discusses Silicon Valley as an entrepreneurial cluster and introduces a model of Circles of Influence to help entrepreneurs get support. It outlines the major players in Silicon Valley and how they have changed over time. Finally, it presents the seven paradoxes of Silicon Valley that contrast myths about entrepreneurship there with realities.
ProCourier provides same-day delivery services to 500 large financial, legal, and real estate firms in Southern California. It offers messenger, scheduled delivery, air courier, and legal services. ProCourier aims to exceed client expectations through a personalized approach, reliable and timely services, and responsive customer support.
Just Plans Etc is a fee-only investment advisory firm founded in 1983 that provides financial planning and investment management services to over 150 clients. The firm takes a passive investment approach using low-cost mutual funds and ETFs. They work with clients through an initial discovery meeting, investment plan meeting, and mutual commitment meeting to develop a long-term investment strategy tailored to the client's goals and risk tolerance.
1. % The dow jones business and Financial weekly www.barrons.com auGusT 31, 2009
THE TOP
100 I N
ADVISORS
D E P E N D E N T
The nimble pros in our
annual listing are attracting
loads of new investors.
Top 100 James Bennett for Barron’s
Here are America’s top 100 independent investment advisors, based on assets under management, revenues the advisors generate for their firms and
the quality of their practices. Investment performance isn’t an explicit requirement, because audited results aren’t available, but advisors who have at-
tracted and kept large volumes of assets generally have strong performance. Assets managed for institutions are discounted heavily. Barron’s culled the
list from some 560 nominations, up from 200 last year. We assigned a score of 100 to the top advisor, and rated the rest by comparing them with the
winner. The letter “N” denotes new on the list.
CUSTOMERS
High Ultra-High Firm’s Typical Typical
RaNk Individuals Net-Worth Net-Worth Found- Endow- Institu- assets account Net-Worth
’09 ’08 Name Firm Location (Up to $1 mil) ($1-10 mil) ($10+ mil) ations ments tional ($mil) ($mil) ($mil) Score
45. NR Rick Van Benschoten Lenox New York § § § 1,150 2.2 16 90.094
(over p lease)
The Publisher ’ s sale Of This rePrinT DOes nOT COnsTiTuTe Or imPly any enDOrsemenT Or sPOnsOrshiP Of any PrODuCT, serviCe, COmPany Or OrganizaTiOn.
Custom Reprints (609)520-4331 P.O. Box 300 Princeton, N.J. 08543-0300. DO NOT EDIT OR ALTER REPRINT•/REPRODUCTIONS NOT PERMITTED #41274
•
!
2. Cover Story
America’s independent financial advisors are attracting loads of
new clients, often at the expense of the giants; Our top 100:
Small Wonders
By Suzanne McGee
The following has been excerpted
The epic travails of big financial insti- billion flowed into the independents last ages, features 41 new names and a new
tutions over the past year have been a year, bringing their total assets under No. 1, Ric Edelman of Fairfax, Va. Many
windfall for America’s small, independent management to about $2 trillion. Fully on the list credit their growth to transpar-
investment advisors. With giants like half of that new money moved from Street ency of operations and legal requirements
Merrill Lynch taking huge hits to their firms, says Tiburon Strategic Advisors, a for RIAs to put customers’ interests first-
reputations from the credit crisis, inves- California-based research firm. appealing features in these post-Madoff
tors have been decamping to smaller out- The rise of the small fry is apparent in times. Advisors at Wall Street firms aren’t
fits in large numbers. Advisors, too, have Barron’s annual listing of the top 100 in- required to live up to customer-first, or
been jumping from the major Wall Street dependent advisors. The ranking, includ- fiduciary, obligations, but that may be
houses to independent outfits or hanging ing both registered independent advisors, changing as Washington moves to bolster
out their own shingles. Result: Some $200 or RIAs, and advisors at boutique broker- financial regulation.
Top 100
Here are America’s top 100 independent investment advisors, based on assets under management, revenues the advisors generate for
their firms and the quality of their practices. Investment performance isn’t an explicit requirement, because audited results aren’t avail-
able, but advisors who have attracted and kept large volumes of assets generally have strong performance. Assets managed for institu-
tions are discounted heavily. Barron’s culled the list from some 560 nominations, up from 200 last year. We assigned a score of 100 to
the top advisor, and rated the rest by comparing them with the winner. The letter “N” denotes new on the list.
CUSTOMERS
High Ultra-High Firm’s Typical Typical
RaNk Individuals Net-Worth Net-Worth Found- Endow- Institu- assets account Net-Worth
’09 ’08 Name Firm Location (Up to $1 mil) ($1-10 mil) ($10+ mil) ations ments tional ($mil) ($mil) ($mil) Score
45. NR Rick Van Benschoten Lenox New York § § § 1,150 2.2 16 90.094
CRN201109 – 125084