Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. And , you have to do the math by hand. 2021, February). 2023, May 1).

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. WEINSTEIN: We love diversity.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

JUNE 20, 2023

MORGENSON: And by 2021, they were extracting 70 billion in dividend recapitalizations. It had been prevented, had been barred from that before because of this fiduciary duty idea and also because of the opacity of these instruments. But so you had these dividend recaps. RITHOLTZ: Wow. Tell us about that.

Insurance 147

Insurance Healthcare Retail Medicine 147