NAIFA Advisor Today

APRIL 8, 2024

PhD, CLU, who served as the Journal’s editor from 1959 through 2001, recognizes contributions that serve to build the body of knowledge in the financial services field. The Foundation was established by the leadership of the Society of Financial Service Professionals (FSP) in 1982. FSP is the professional development division of NAIFA.

Financial Services 64

Financial Services Ethics CFP Education 64

Trade Brains

APRIL 17, 2023

He has been quoted multiple times stating how his grandmother helped him develop a strong set of values and ethics system which have guided him ever since he was a boy. His grandmother taught him to the importance of retaining dignity at all costs. This gave him an alternative instead of fighting back.

Retirement 98

Retirement Engineering Manufacturing Ethics 98

Brown Advisory

MARCH 28, 2017

Screening can also impact returns over time; the California Public Employees’ Retirement System stated recently that it missed out on as much as $3 billion in gains between 2001 and 2014 as it gradually divested its tobacco holdings.

Ethics 52

Ethics Portfolio Distribution Clients 52

Brown Advisory

MARCH 28, 2017

Screening can also impact returns over time; the California Public Employees’ Retirement System stated recently that it missed out on as much as $3 billion in gains between 2001 and 2014 as it gradually divested its tobacco holdings. Knowledge is Power.

Ethics 52

Ethics Portfolio Distribution Clients 52

Dear Mr. Market

MARCH 11, 2023

Put another way, they don’t abide by the same ethics, standards, or even GAAP (Generally Accepted Accounting Principles) that we do. From 1980 to 2001 gold decreased -67% while inflation rose +126%. As an economy, however, China will soar this year.

Investing 102

Investing Investments Portfolio Assets 102

Trade Brains

MARCH 31, 2023

He went further to acquire Berger Paints, Best, and Crompton in 1988; Mangalore Chemicals and Fertilizers in 1990, The Asian Age newspaper and the publisher of the film magazine, and Cine Blitz, a Bollywood magazine in 2001. He also went on the serve as the Chairman of Sanofi India and Bayer Crop Science among several other companies.

Banking 52

Banking Transportation Taxes Ethics 52

The Big Picture

AUGUST 29, 2022

So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. Especially, he wrote a rant about the 2008 crisis, and he wrote a rant about 2001 in Enron. RITHOLTZ: Yes. BALCHUNAS: … the rise and the fall, right? And I think that’s where he really had problems.

Assets 173

Assets Management Marketing Marketing 173