NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. He contributed as a writer to Prepare to Win: Lessons Learned at Knight School and is a frequent contributor to the Forbes Financial Council. Leadership Award.

Ethics 138

Ethics Retirement Planning Education CFP 138

Carson Wealth

OCTOBER 7, 2024

in 2006, and 7.8% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The prime-age employment population ratio was unchanged at 80.9% in September. That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%).

Marketing 96

Marketing Marketing Economy Economics 96

Trade Brains

AUGUST 19, 2022

Stable Investor also provides various financial services like financial planning, retirement planning, children’s future planning, etc. He has been actively involved in the Indian equity markets since 2006. Stable Investor has over 11,000+ Newsletter subscribers. Dr. Vijay Malik.

Marketing 59

Marketing Marketing Investing Investments 59

Risk Management Guru

APRIL 21, 2020

All our contributors are seasoned, well rounded, Risk Management professionals or working in the Financial Services industry. Therefore Individuals should pass on the diversification strategy due to the poor quality of many of the diversification instruments such as mutual funds whose main goal is not helping their clients retire.

Portfolio 52

Portfolio Risk Management Management Commission 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. VASSALOU: I joined in the summer of 2006. VASSALOU: Pretty much. VASSALOU: Yeah.

Assets 174

Assets Management Marketing Marketing 174

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis.

Assets 163

Assets Investments Investing Valuation 163

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. RITHOLTZ: When we’re talking about financial liabilities — SALISBURY: Yes. You have to finish the three years. SALISBURY: Sure.

Assets 300

Assets Clients Investments Investing 300