WiserAdvisor

MAY 31, 2022

Most often, until someone has been a victim of financial fraud, they fail to recognize the growing intensity of these crimes. According to the Federal Trade Commission (FTC), in 2021, American consumers lost over $5.8 In 2021, over 2.8 million Americans in 2021. However, the numbers tell a different story.

Investing 52

Investing Investments License Accounting 52

Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: They really don’t, and I’m genuinely shocked that when I look at some prices, I’m like, “Hey, that was the right price in December 2021.” MILLER: because the distortion that has occurred in 2021 too, in early, well really early 23 has been significant. MILLER: Right. RITHOLTZ: But that ship has sailed.”

Sales 130

Sales Numbers Taxes Marketing 130

Trade Brains

APRIL 12, 2023

EURONEXT provided the segments which are equities, warrants, exchange-traded, bonds, commodities, funds and certificates, derivatives, indices, and foreign exchange trading platforms. It has a market capitalization of over 30 Trillion dollars and its new companies added $ 1 trillion worth of market cap to it in 2021.

Marketing 105

Marketing Marketing Electronics Government 105

Brown Advisory

JUNE 2, 2021

Income and Impact: Peeling Back the Labels in Labeled Bonds ajackson Wed, 06/02/2021 - 12:04 For investors focused on sustainability, labeled bonds can represent a powerful opportunity to pursue positive environmental or social change while also earning attractive fixed income returns.

Certification 52

Certification Investments Investing Compliance 52

Brown Advisory

JUNE 2, 2021

Wed, 06/02/2021 - 12:04. clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g., While we do take into account external reviews and certifications in our analysis, we believe our own in-depth due diligence is required in order to ensure that labeling does not lose its impact.

Certification 52

Certification Investments Investing Compliance 52

BlueMind

JULY 15, 2022

Not only that, the added cost of hiring financial service employees to manage data adds to the cost of securing that data. Fenergo’s research indicates that Europe, the Middle East, and the African region saw an increase in the value of financial penalties from just over $1bn in 2020 to $3.4bn in 2021.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Good Financial Cents

FEBRUARY 15, 2023

for no-load mutual funds, $0 for load funds Available accounts: Individual, Joint, Custodial, Traditional IRA, Roth IRA, Rollover IRA, Coverdell Investments offered: Stocks, OTC/Penny Stocks, ETFs, Mutual Funds, Bonds, Certificates of Deposit , and FOREX. Provides other financial services, including banking and most loan types.

Investing 94

Investing Investments Commission Risk Tolerance 94

The Big Picture

APRIL 11, 2023

RITHOLTZ: So you also mentioned you’re at the intersection of three businesses; education, publishing, and financial services that are all inefficiently run and deserve to be disrupted. And can we not say that financial services haven’t been wildly disrupted over the past 40 years? DAMODARAN: Has it, though?

Valuation 298

Valuation Education Government Numbers 298