NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. McGlothlin served on the Society of FSP National Executive Committee from 2018 to 2021 and was National President in 2020-2021. Leadership Award. FSP established the Kenneth Black Jr.

Ethics 138

Ethics Retirement Planning Education CFP 138

Validea

FEBRUARY 24, 2023

Ray Dalio, multibillionaire and founder of Bridgewater Associates—the largest hedge fund in the world—retired in October of last year to great fanfare, with much lauding from his and his firm about the transition. In 2018, Bridgewater pledged to shift control of the firm from the founder (Dalio) to top employees. .

Retirement 52

Retirement Ethics Management Investing 52

Indigo Marketing Agency

DECEMBER 19, 2022

He also hosts the Stay Wealthy Retirement Show , which has been ranked on Forbes Top 10 Retirement Podcasts. 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. Learn more about Grace on LinkedIn.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Mauldin Economics

JUNE 11, 2021

in 2018─2019. Louis Federal Reserve Of course people can, and increasingly do, work past traditional retirement age. “They don't come in and blend well with us,” says Julie Carpenter, a research fellow in the Ethics and Emerging Sciences Group at California Polytechnic State University. Source: St.

Ethics 52

Ethics Economy Numbers Food 52

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 163

Clients Investing Investments Management 163

Brown Advisory

JULY 23, 2019

Abel and Jain, the designated successors to Buffett, were each paid $18 million in 2018. The highest paid members of Berkshire’s board of directors—those serving on the audit committee and get an extra $4,000 stipend—earned just $7,300 in 2018, compared to $300,000 or more per year at most large public companies. billion in 2018.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Abel and Jain, the designated successors to Buffett, were each paid $18 million in 2018. The highest paid members of Berkshire’s board of directors—those serving on the audit committee and get an extra $4,000 stipend—earned just $7,300 in 2018, compared to $300,000 or more per year at most large public companies. billion in 2018.

Insurance 52

Insurance Investing Investments Management 52