Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. Rostad is president of the Institute for the Fiduciary Standard , a not for profit think tank formed in 2011. billion.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Good Financial Cents

FEBRUARY 17, 2023

Not only are there no commissions to add stocks and ETFs to your pies, but M1 doesn’t charge an annual fee, either. It’s a simple, user-friendly investment platform where you can invest in stocks, ETFs, options, and crypto commission-free. But the app has been around since 2011, so they must be doing something right.

Accounting 69

Accounting eCommerce Investments Investing 69

Sara Grillo

JUNE 20, 2022

It was a major advantage that they paid a base salary; albeit not a huge one it was still supportive of him feeling a bit more comfortable that working on straight commission. And it kinda started from there, so he really kinda got the ball rolling for me and… So that was back in 2011. NATE PENHA: This. Can I introduce you?

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

Clever Girl Finance

OCTOBER 17, 2023

These expense ratios are how much of the fund’s assets are used for operating expenses. It also charges no commissions and has a zero minimum structure. Created in 2011, it includes exposure to companies like Crown Castle and Public Storage. What makes an index fund low cost? This makes it among the least expensive index funds.

Risk Tolerance 52

Risk Tolerance Investing Investments Portfolio 52

ClearMoney

FEBRUARY 21, 2022

During the Egyptian revolution of 2011, the Egyptian Stock Exchange closed after January 27 and remained closed for over a month. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.

Commission 52

Commission Portfolio Government Distribution 52

The Big Picture

MARCH 17, 2025

I mean the, when consumers pull back, right, because the, the government surpluses are like, they work like a Hoover, they’re just vacuuming up net financial assets. They were talking about, you know, what can we do with a commission to try to get the deficit down by $4 trillion at least, and all this sort of stuff.

Taxes 148

Taxes Economy Government Budgeting 148

The Big Picture

FEBRUARY 20, 2024

I was their, the regulatory comm, JP Morgan at the time had one regulatory commiss. So, if you remember, we were, we were still rolling out various facilities like the, the, the term asset backed, the lending facility, for example. 00:20:24 They have, I don’t know, three, $4 trillion of custody assets from foreign.

Banking 148

Banking Economy Marketing Marketing 148

The Big Picture

SEPTEMBER 17, 2024

They manage nearly half a trillion dollars in client assets. 00:25:05 [Speaker Changed] I had a poll commissioned to just figure out who people thought were the best presidents, who were the worst presidents, what are the qualities you want? . ~~~ This week on the podcast, my conversation with David Rubenstein.

Government 163

Government Recruitment Education Investments 163

The Big Picture

NOVEMBER 12, 2024

His commissions were drying up. Which on the books, if all you’re thinking about is you’re in a cubicle and you’re analyzing numbers for some publicly traded company, you slash inventory, you’ve lowered, or I’m sorry, you’ve increased return on asset because inventory is asset, right?

Manufacturing 261

Manufacturing Consulting Economics Engineering 261