article thumbnail

The Difficult Reality of the Financial Services Industry With Joe Jordan

NAIFA Advisor Today

In 2013, he released his award-winning book Living a Life of Significance , which has sold 90,000-plus copies in five languages. Joe Jordan is an inspirational speaker and behavioral finance expert. Additionally, Joe is a Founder of the Insured Retirement Institute and was featured on the cover of Life Insurance Selling Magazine.

article thumbnail

3 Things You Don’t Know About Josh

The Big Picture

He is an extraordinary historian of Wall Street and the financial services industry : There are few people that have a better understanding of this industry than Josh. billion in fee only asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

When Should the New Yew York Department of Financial Services have Rehabilitated American Transit Insurance?

Aleph

.” Update: NYC’s Largest Cab Insurer Ordered to Explore Sale After Losses Now for my graphs and efforts: I downloaded the Statutory Statements for 2023, 2018, and 2013. If you look at the graph at the top of this article, you will see how surplus declined 2009-2013. This could have been caught in 2013 or earlier.

article thumbnail

10 Monday AM Reads

The Big Picture

Featuring hits like Shake It Off, Blank Space and Style, it was originally written during the 2013-14 Red Tour, with demos stored on her phone in a folder named “Sailor Twips” Awarded a Grammy for album of the year, it has spent 325 weeks in the UK charts. As restrictions spread, neighborhoods are getting quieter — and cleaner.

article thumbnail

Market Commentary: Stocks Hit New Highs Amid a Year of Milestones

Carson Wealth

Thats the lowest pace since early 2013 (outside of the Covid months). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Keep in mind that the labor force is also larger. Again, its the trend thats a concern here.

article thumbnail

Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

The hiring rate, which is the number of hires as a percent of the labor force, has fallen to 3.3%, the slowest pace since 2013 (outside of the Covid months). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 7521978.1._011325_C

article thumbnail

Top Cryptocurrency Exchanges By Volume in 2023 – Hidden Gems?

Trade Brains

The platform comes with different products in the digital asset industry by effectively providing a wide range of tools including Spot Trading, Perpetual Futures, Turbo Starter, Financial service, and more to help users trade cryptocurrencies from beginner level to advanced level. It registers a 24-hour spot trading volume of $2.3

Marketing 116