Indigo Marketing Agency

DECEMBER 19, 2022

As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Peter Lazaroff. Guess what?

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Brown Advisory

AUGUST 1, 2018

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do. In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% Berkshire is unusual among public companies.

Assets 52

Assets Investments Investing Insurance 52

Brown Advisory

AUGUST 1, 2018

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do. In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% Berkshire is unusual among public companies.

Assets 52

Assets Investments Investing Insurance 52

The Better Letter

APRIL 27, 2023

On the other hand,… …I see the evidence as demonstrating that there are many, many exceedingly difficult questions, personal, moral, ethical, religious, economic, political, and otherwise. And today’s world seems chock-full of fundamentalists. Many are indeed fundamental. Who should I vote for? Where should I go to school?

Banking 74

Banking Media Ethics Compliance 74

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Aleph

MARCH 25, 2023

Mar 24, 2023 The banking precedent that matters for where we are now isn’t 2008, but the empire-building a decade earlier [link] As I have said before, hand banking regulation back to the states. Do we really want payment networks to be ethics guardians? What budget area will you cut? End interstate banking.

Banking 59

Banking Risk Management Government Accounting 59

The Big Picture

MAY 2, 2023

Ben Clymer took a buyout offer from UBS in 2008 right in the middle of the financial crisis and said, “I know what I’m going to do. 2008, you launched a blog after you leave UBS in the midst of the financial crisis. RITHOLTZ: Hey, in 2008, that was not nothing. I know a little bit about that. CLYMER: It started for fun.

Retail 173

Retail Insurance Advertising Numbers 173