Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!

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Financial Planner Financial Planning Ethics CFP 45

Risk Management Guru

APRIL 21, 2020

Investors are much better if they did their own research and concentrated their funds in companies they understood while benefiting from commission-free platforms available nowadays. Forbes , Forbes Magazine, 25 July 2018, [link]. In Canada, CIBC’S balanced fund generated a mediocre 4.8% yearly return in the last ten years.

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Portfolio Risk Management Management Commission 52

Clever Girl Finance

NOVEMBER 20, 2023

Rules about funeral costs Luckily, the Federal Trade Commission requires funeral homes, directors, and other industry members to follow strict pricing transparency rules. This means you or other loved ones may have to cover the initial cost of the funeral. The deceased’s estate will reimburse you later.

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Sara Grillo

NOVEMBER 14, 2022

Are commissions bad? Are commissions bad? Salaske said he wonders if the people who really need them are getting sold annuities that don’t produce a huge commission. Macchia says that agents would be happy to take even a small commission. Macchia says they are not bad, they’re just a different way to get paid.

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Insurance Retirement Financial Advisor License 59

The Big Picture

MAY 7, 2024

And so I ended up working at Business Week Magazine for almost 13 years. But yeah, I was making commission at that point in time. So when I was a salesperson at Business week, I sold more ads than anybody, and I made $2 million commission when I was 29 years old. I did that for two years. It was fun.

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Inside Information

MAY 30, 2023

This is the time of year when the various industry magazines come out with their broker-dealer surveys, listing the ‘top’ BD rankings based on total revenues or the number of ‘producing’ reps. A national advisory firm presumably wouldn’t have those restrictions.

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Communication Sales Insurance Compliance 40

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

JULY 11, 2023

Additionally, it owns around 69 FM radio stations, 3 daily newspapers, 6 magazines, and also the IPL franchise. The media house also provides new-age media services including DTH service under the name “Sun Direct” and OTT Platform services under the name “Sun Next” mobile app.

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Banking Insurance Media Government 52

Clever Girl Finance

JULY 24, 2023

Note: This is an affiliate link, which means if you buy from it, we may earn a small commission which helps us grow! From catalogs to magazines to bills and everything in between, the paper can pile up in a matter of days. Be sure to create a simple storage system where you can easily access these document.

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Certification Banking Medical Taxes 52

WiserAdvisor

SEPTEMBER 22, 2022

You can also read magazines and subscribe to financial podcasts, blogs, journals, and more. Do not ignore the broker’s commission or the per-transaction cost when trading in stocks. If you are unsure about how or where to start, you can also consider hiring a financial advisor. Talking to family and peers also helps.

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Investing Investments Insurance Retirement 52

The Big Picture

JULY 19, 2022

New York Magazine ). Complaints to Government Show Americans’ Slow Descent Into Madness Over Spam Calls People at the limit of their patience with spam calls have been emailing the chairwoman of the Federal Communications Commission, Jessica Rosenworcel, in a desperate attempt to make the unwanted calls from scammers and robocallers stop.

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The Big Picture

SEPTEMBER 5, 2023

Listen, it’s always a good time to generate a commission if you’re a commission real estate agent. There was a New York Magazine article years ago, one of these buildings where it’s dark at night. RITHOLTZ: That picture was in New York Magazine or somewhere. RITHOLTZ: It was great. MILLER: Of course.

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The Big Picture

JANUARY 24, 2023

So you sell a lot of houses and you get commission on what you sell. We had Ziff Davis magazines that we sold to Mr. Son and started Masayoshi Son’s career. I mean, even when I was at Goldman Sachs doing private equity work, it’s more equivalent to a merger work. You control it. You’re responsible for it.

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Investing Investments Numbers Banking 263

Sara Grillo

SEPTEMBER 26, 2022

Securities and Exchange Commission. Securities and Exchange Commission. 2022, August 1). CFP® Professional Demographics. 2013, March). Staff of the Investment Adviser Regulation Office. Division of Investment Management. Regulation of Investment Advisers by the U.S. Zweig, Jason, and Fuller, Andrea. 2019, July 30). Wall Street Journal.

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CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 8, 2024

And so he set me off in a direction that was practical and at that point, commission business that he generated was ginormous, I’m sure. You know, he went from the cover of Time Magazine to not being with us anymore. My first job was working for Professor Otto Eckstein, who was council Economic Advisors cover of Time Magazine.

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The Big Picture

JUNE 20, 2023

She has worked at “Money Magazine”, “Forbes”, “Worth”, all over the place. You started as an assistant editor at Vogue Magazine in the late ’70s. RITHOLTZ: They just wanted to have a little, “Hey, let’s speak to women in our magazine.” MORGENSON: Jim Michaels, who was the editor of “Forbes” magazine.

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The Big Picture

FEBRUARY 11, 2024

New York Times ) • Realtor Commissions Are Still a Hefty Part of Home Sales. Despite years of technology disruption, home commissions remain stuck near 6%. My Sunday morning look at incompetency, corruption and policy failures: • Over Three Decades, Tech Obliterated Media : My front-row seat to a slow-moving catastrophe. (

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Commission Banking Media Sales 264

The Big Picture

FEBRUARY 20, 2024

I was their, the regulatory comm, JP Morgan at the time had one regulatory commiss. It’s, it’s, he, he write, he he writes sometimes in the New Yorker magazine. 00:05:16 [Speaker Changed] Well, first I went to JP Morgan. It’s fabulous.

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Banking Economy Marketing Marketing 147

The Big Picture

NOVEMBER 7, 2023

He was a national magazine award finalist. ’cause there’s a lot you can do if you are willing to run the risk that like maybe the Securities and Exchange Commission will sue you or like maybe you’ll go to jail for a year, you know, but maybe you’re gonna make a lot of money first.

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Numbers Banking Accounting Taxes 162

The Big Picture

OCTOBER 20, 2024

American Prospect ) • Elon Musk is becoming a liability for his own businesses : A recent setback with the California Coastal Commission suggests the billionaire’s ego is getting in the way of his companies’ bottom line. The Boston Globe ) • What Should a Music Magazine Be in the TikTok Era? Pitchfork Alumni Have an Idea.

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Medical Electronics Commission Communication 147

The Better Letter

MARCH 2, 2023

In June 2020, Spanish railway giant Renfe commissioned the manufacturing of 31 trains – paid for by tax dollars – with dimensions that do not conform to the railway network on which they were going to travel. Spain’s government spent a fortune on trains that don’t fit through its tunnels.

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Ethics Government Food Taxes 86