Assets License White Paper 
ClearMoney
DECEMBER 14, 2021
Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. 3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 7Dave Plecha and Jacobo Rodriguez, “A Market-Driven Approach to Fixed Income” (white paper, Dimensional Fund Advisors, June 2016).
ClearMoney
NOVEMBER 4, 2021
As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions. A Matter of Time.
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Tucker Advisors
SEPTEMBER 27, 2021
Macy’s purchases annuity to transfer $256 million in pension assets” Pensions & Investments; Sept. Notes: For more information about the insurance industry or to receive a downloadable white paper on addressing indexed annuity concerns , email Kyle.Savner@TuckerAdvisors.com or Jason.Demers@TuckerAdvisors.com. 4, 2021 [link].
Tucker Advisors
SEPTEMBER 8, 2021
While your annuity will not experience outsized growth, the vehicle has no downside risk, which makes it appropriate for an income-producing asset where moderate gains that never experience a market loss are sufficient. Insurance-only agents are not licensed to offer investment advice. The advantages contrast the disadvantages.
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason. Scott Salaske , CEO of Firstmetric. For those of you who are new to my blog, my name is Sara.
Brown Advisory
SEPTEMBER 22, 2017
This work builds on the Capital Asset Pricing Model developed in the 1960s.) based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Deutsche Asset & Wealth Management White Paper. Harvard Business School Working Paper 15 (73).
Brown Advisory
SEPTEMBER 22, 2017
This work builds on the Capital Asset Pricing Model developed in the 1960s.) based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Deutsche Asset & Wealth Management White Paper. Harvard Business School Working Paper 15 (73).
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