Brown Advisory

JANUARY 20, 2023

As such, even the most ethical taxpayers may feel anxiety about these reports, since they may end up being punished despite the best intentions. In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s.

Accounting 100

Accounting Compliance Taxes Banking 100

The Big Picture

DECEMBER 6, 2022

RITHOLTZ: So you joined Global X in 2014. And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. BERRUGA: Great question.

Clients 162

Clients Investing Investments Management 162

Brown Advisory

JANUARY 20, 2023

As such, even the most ethical taxpayers may feel anxiety about these reports, since they may end up being punished despite the best intentions. In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s.

Accounting 52

Accounting Compliance Taxes Banking 52

Brown Advisory

SEPTEMBER 6, 2022

However, there is an important nuance in that more players have exited than the limited number who entered over time due to high barriers to entry and exit. In the period 2010 to 2014 there was a boom in energy capex particularly into U.S. Ethical AI is a highly nuanced subject and is at the top of our engagement priorities.

Investing 52

Investing Investments Insurance Ethics 52

Good Financial Cents

APRIL 10, 2023

Incomes considered “poor” here could put you in the “rich” or “wealthy” categories in a number of developing countries. A good example of this is Warren Buffet, who still lives in the home he bought in 1958 and drives a 2014 Cadillac XTS. Ads by Money. We may be compensated if you click this ad.

Investing 110

Investing Investments Assets Accounting 110

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. I — I couldn’t believe the numbers. 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. BALCHUNAS: Yeah. I mean, this is part of the story.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

MAY 2, 2023

But there were a lot of other purveyors of watches that really were not super, super ethical folks. FOWLER: Yes, I was at LVMH for a number of years, mostly with Louis Vuitton for the first few years. I had the opportunity to sell the business in 2014, and he said, do not sell this thing. CLYMER: That’s a good one.

Retail 173

Retail Insurance Advertising Numbers 173