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. One of the first reforms he put in place was setting a retirement age. His grandmother taught him to the importance of retaining dignity at all costs.

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

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: You made my retirement …. RITHOLTZ: Yes. BALCHUNAS: … the rise and the fall, right? BALCHUNAS: Yeah.

Assets 173

Assets Management Marketing Marketing 173

Brown Advisory

JANUARY 20, 2023

As such, even the most ethical taxpayers may feel anxiety about these reports, since they may end up being punished despite the best intentions. In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s.

Compliance 100

Compliance Accounting Taxes Banking 100

Brown Advisory

JANUARY 20, 2023

As such, even the most ethical taxpayers may feel anxiety about these reports, since they may end up being punished despite the best intentions. In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s.

Compliance 52

Compliance Accounting Taxes Banking 52