Nerd's Eye View

MARCH 14, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Securities and Exchange Commission (SEC) Commissioner Hester Peirce suggested in a recent interview that she would like to see the SEC give advisors more leeway to provide customized solutions to clients (rather than feeling (..)

Financial Planner 163

Financial Planner Compliance Commission Retirement 163

ClearMoney

DECEMBER 14, 2021

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). 8Doug Longo, “The Dimensional Approach to Monitoring Credit Risk” (white paper, Dimensional Fund Advisors, March 2020).

Investing 52

Investing Investments Commission Distribution 52

ClearMoney

NOVEMBER 4, 2021

Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013). UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Clever Girl Finance

JULY 12, 2023

Jobs that pay well without a degree that involve sales Maybe you’re great at pointing out all the positives of a product and you love to earn a commission. Keep in mind, that a lot of sales positions do run on commission. of $61,900. These sales jobs could be for you! Particularly in wholesale and manufacturing.

Education 98

Education Certification License Engineering 98

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.

Insurance 59

Insurance Retirement Financial Advisor License 59

Investment Writing

NOVEMBER 20, 2024

Power and Associates to recommend boosting investor trust with methods that include honest communication about investment performance and plain explanations for fees and commissions, according to “Study: Why focus on people, not profits, increases investor trust.”

Compliance 52

Compliance Communication Assets Investing 52

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform.

Investing 52

Investing Investments Portfolio Management 52