NAIFA Advisor Today

FEBRUARY 6, 2025

He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning. He has demonstrated his personal commitment as a lifelong learner and educator and ethical professional.

Ethics 138

Ethics Retirement Planning Education CFP 138

Trade Brains

APRIL 30, 2023

Following are some more findings from the report — Higher growth and profits The analysis conducted by Credit Suisse shows that since 2006 revenue growth generated by family-owned companies has been more than 200 basis points higher than that of non-family-owned companies.

Management 52

Management Pharmaceutical Engineering Ethics 52

Trade Brains

MARCH 31, 2023

This was thanks to the newly appointed planes, pretty flight attendants (whom Mallya claimed to personally appoint), good food, and also in-flight entertainment in 2006 which was the first of its kind. He planned on expanding the airline globally. He first bid for Air Sahara in 2006 but lost to Jet.

Banking 52

Banking Transportation Taxes Ethics 52

Brown Advisory

JUNE 16, 2022

Management can plan and price for expected inflation but unexpected inflation injects uncertainty and volatile inflation makes long-term planning and investment difficult. There are many moving parts, not the least is expected vs unexpected inflation.

Investing 52

Investing Investments Accounting Valuation 52

The Big Picture

AUGUST 29, 2022

And in 2006, I got a hand at ETFs. 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. And so, when you pulled Bloomberg and you type in like the Fidelity Magellan Fund and then you type DES, all that information …. RITHOLTZ: (Inaudible), right. RITHOLTZ: Yes.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? MCCARTHY: — and end up in M&A on Wall Street. RITHOLTZ: Right.

Assets 162

Assets Investing Investments Portfolio 162

The Big Picture

APRIL 8, 2024

And he had this game plan. How did that affect your plans going forward? Tell us a little bit about the plan for launching an independent economics research 00:09:15 [Speaker Changed] Shop. But if you go back to 2006 point half percent sounds high. I if they planned ahead the year before and, and pass some legislation.

Economy 147

Economy Clients Banking Economics 147