Brown Advisory

JANUARY 17, 2024

ROIC calculations presented use LFY (last fiscal year) and exclude financial services. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. The Composite creation date is August 26, 2015.

Investing 52

Investing Investments Portfolio Compliance 52

Carson Wealth

MAY 1, 2023

Over the past decade, stocks have only fallen twice during this timeframe — last year and 2015. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Last year was a great time to sell and go away during this historically weak period.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

AUGUST 28, 2023

If there is any impact, it will be in the financial markets via headline risk, similar to 2015-2016 when China devalued its currency. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The difference is that the U.S.

Marketing 52

Marketing Marketing Economy Economics 52

Sara Grillo

DECEMBER 12, 2022

I hope you’ll at least join my weekly newsletter about financial advisor lead generation. With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. See you in the next one!

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Brown Advisory

AUGUST 14, 2023

ROIC calculations presented use LFY (last fiscal year) and exclude financial services. Return is for period May 1, 2015 through December 31, 2015 Brown Advisory Institutional claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. Let’s round it up to 145 as much as my compliance people hate when I do that. My — my roots were very more reasonably humble. GREW: Uh-oh.

Clients 162

Clients Management Engineering Investing 162

Sara Grillo

JUNE 12, 2023

In 2015, they came out with AG 49 because the crediting rates appeared similar from company to company but were actually very different. New York State Department of Financial Services. The Life Insurance Models Regulation was an attempt to normalize the way insurance companies calculate premiums and cash values. 2017, Nov 15).

Insurance 59

Insurance Clients Financial Advisor Math 59

Carson Wealth

FEBRUARY 5, 2024

In fact, the only time stocks were lower was in 2015, when the full year ended down by 0.7%, so virtually flat. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. By my math, there have been 57 Super Bowls and 22 different winners.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. I think it was 2015. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. And at the time, I was managing Protege Partners as a hedge fund of funds. RITHOLTZ: You were crushing it.

Management 130

Management Investing Investments Government 130

The Big Picture

SEPTEMBER 5, 2023

The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there. MILLER: That they’re going to move their location. MILLER: Right.

Sales 130

Sales Numbers Taxes Marketing 130

Sara Grillo

SEPTEMBER 12, 2022

Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. In early 2015, Scott sold his ownership interest in the firm. There are no guarantees that any information presented in this article is accurate. & Lee L. 1139 (1988).

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 16, 2023

So I was very heavy in financial services stock, which was a great lead gen engine. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. I remember it’s 2015, but I wouldn’t swear to it. It’s about the 10-year stuff. So we like to win.

Media 290

Media Investing Investments Valuation 290

Carson Wealth

APRIL 22, 2024

2010 – 2015: Business investment and dividends drove profit growth, overcoming the drag from reduced government spending. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. public and private.

Marketing 96

Marketing Marketing Economy Government 96