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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement. I hope you’ll continue the journey along with us in 2023 and beyond! Read More.

Education 246
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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers. Read More.

Ethics 245
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Sunday links: too many theories

Abnormal Returns

npr.org) Occupational licensing is out of control. abnormalreturns.com) The 2023 Credit Suisse Global Investment Returns Yearbook is here! (bloomberg.com) Data from the U.S. Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022.

Ethics 243
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10 Wednesday AM Reads

The Big Picture

NPR ) • Dark Clouds Over Commercial Real Estate Don’t Frighten Allocators : Prices are down and dire forecasts abound, but asset owners plan to modestly boost their CRE exposure ( Chief Investment Officer ) see also The Building Boom Is Prolonging Market Pain : Construction employment is higher than ever—undermining bets the Fed will soon pivot.

License 274
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Update: At the Money

The Big Picture

The idea behind the show: Short, focused conversations with experts about any and all issues that affect you and your money, from spending it to investing it. Bloomberg licensed the entire BMI/Ascap catalog, so I have access to an endless array of music from the 1940s to the present date.

License 147
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Weekly Market Insights – November 20, 2023

Cornerstone Financial Advisory

Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. ADI) Wednesday: Deere & Company (DE) Source: Zacks, November 17, 2023 Companies mentioned are for informational purposes only. The return and principal value of investments will fluctuate as market conditions change. FOMC Minutes.

Marketing 105
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Zerodha Review 2023 – Is Free Investing Legit? (No 1 Stockbroker?)

Trade Brains

A complete Zerodha Review 2023 (Br okerage, Trading Platform & More): Zerodha is the biggest discount broker in India and perfect for traders & investors looking for low brokerage, easy interface, and reliable trading platform. It offers a zero brokerage for delivery equity & direct mutual fund investments.