Abnormal Returns

SEPTEMBER 4, 2023

(kitces.com) UHNW clients A Q&A with Jill Shipley, managing director and head of governance and education at AlTi-Tiedemann Global about charitable giving. Communicate your understanding of the client’s underlying issues and concerns in terms that the client can understand.

Estate Planning 264

Estate Planning Retirement Financial Planning Planning 264

Indigo Marketing Agency

MARCH 14, 2023

As a financial advisor, it’s crucial to effectively communicate this event to your clients to help them understand the potential impact it may have on their investments and overall financial well-being. Proactive communication is good client service. Does this level of communication feel overwhelming? Provide context.

Communication 98

Communication Banking Clients Financial Advisor 98

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Financial Planner 246

Financial Planner Communication Estate Planning Wealth Management 246

Nerd's Eye View

JUNE 17, 2024

To create an effective (and compliant) Google review strategy , a starting point for advisers is to update their Form ADV to reflect the use of testimonials and their Policies & Procedures to govern their approach to collecting, approving, and sharing testimonials.

Financial Advising 246

Financial Advising Compliance Advertising Marketing 246

Calculated Risk

SEPTEMBER 17, 2023

On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. Most analysts expect there will be no change to FOMC policy at this meeting, keeping the target range for the federal funds rate at 5‑1/4 to 5-1/2 percent.

Banking 288

Banking Economics Economy Communication 288

Million Dollar Round Table (MDRT)

MAY 26, 2024

By Michael DePilla, MDRT In-Language Content Specialist How you communicate with prospects can make a difference in whether or not they become your clients. Your legacy, your pick If you don’t have a will, the government is waiting to make one for you. Try these ideas from MDRT members from around the world to better connect.

CFP 105

CFP Communication Government Clients 105

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Nerd's Eye View

APRIL 26, 2023

Second, firms are generally required to adopt and implement a set of written policies and procedures governing the firm's actions in areas including proxy voting, cybersecurity, personal trading of the firm's employees, material nonpublic information, and the firm's business continuity plan.

Compliance 246

Compliance Clients Advertising Accounting 246

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. An organization’s success in mission-aligned investing begins with effectively communicating the investment strategy, mission, and performance-related goals and progress toward realizing them. Tue, 09/06/2022 - 10:17.

Government 98

Government Investing Investments Portfolio 98

Nerd's Eye View

APRIL 26, 2023

Second, firms are generally required to adopt and implement a set of written policies and procedures governing the firm’s actions in areas including proxy voting, cybersecurity, personal trading of the firm’s employees, material nonpublic information, and the firm’s business continuity plan.

Compliance 246

Compliance Clients Accounting Advertising 246

Discipline Funds

OCTOBER 22, 2024

The basic narrative is that bond markets will teach the Fed and US government a lesson about reckless spending which will drive up interest rates and bankrupt the USA. When Musk says the US government is going bankrupt like a household he’s quite simply misunderstanding how the monetary system works. Individuals go bankrupt.

Government 128

Government Economy Communication Banking 128

Abnormal Returns

MAY 19, 2023

awealthofcommonsense.com) The entire government debt limit debate is annoying. newsletter.abnormalreturns.com) Mixed media How AI can subtly influence you and your communications. (morningconsult.com) In praise of the pitch clock. commonwealmagazine.org) Debt limit Anything can happen over the short term. theatlantic.com)

Financial Advising 130

Financial Advising Advertising Communication Government 130

Abnormal Returns

MAY 10, 2023

news.yahoo.com) Vietnam's government runs roughshod over critics on Facebook. wsj.com) Microsoft 365 users spend most of their communicating. (wsj.com) Grayscale has filed for three new crypto ETFs. blockworks.co) Companies RIP, Metaverse hype. businessinsider.com) Facebook users are rapidly aging. axios.com)

Financial Advising 130

Financial Advising Startup Communication Government 130

Discipline Funds

MARCH 19, 2025

Speaking of how not to invest – one reason I often communicate the big risks in the market is because we want to constantly be thinking about potential risks so we can prepare ourselves emotionally for them. I’ve already mentioned that we’re losing the government tailwind in the labor market going forward.

Communication 59

Communication Media Investments Investing 59

Carson Wealth

MARCH 21, 2025

It becomes a living reflection of your familys values, a platform for family governance and next-generation engagement, and a tool for strategic philanthropy that adapts over time. Someone needs to make daily investment decisions, review the funds performance, keep records, monitor distributions, and communicate with stakeholders.

Distribution 52

Distribution Nonprofit Government Taxes 52

Trade Brains

NOVEMBER 21, 2023

In 2023, the RBI imposed monetary penalties on eight government banks, adding up to Rs. Keep reading to find out which government banks were penalized, the fines imposed, and the reasons behind the penalties! The post 8 Major Government Banks Received Penalties by RBI in 2023 – Check the details!

Government 59

Government Banking Compliance Accounting 59

Norman Marks

OCTOBER 16, 2024

Imagine these are reactions to the CRO’s risk reports, at different times from different people: CEO: “OK, I see this risk matrix. What does it mean? Why are you showing it to me? What am I supposed to do with it?” Board member: “Didn’t we see and discuss this in our last meeting? Why do […]

Communication 58

Communication Government 58

Trade Brains

FEBRUARY 21, 2024

Bharat Electronics: In the budget plan for the year 2023-24, the government increased the money allocated for defense to ₹5.94 The government owns the majority of BEL, holding 51.14% of its shares. Their product expertise spans Radar and Fire Control Systems, Weapon Systems, Communication, Electronic Warfare Systems, and more.

Electronics 105

Electronics Government Communication Budgeting 105

Carson Wealth

JANUARY 28, 2025

Governance risk. Governance risk events include conflicts of interest, poorly designed or inappropriate organizational structures, and inexperienced boards. These regulations may cover fundraising, reporting, or governance. Reputational risk refers to events that could cause a foundation or donor to lose face.

Risk Management 52

Risk Management Management Nonprofit Compliance 52

Darrow Wealth Management

MARCH 3, 2025

while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. For example, stocks are categorized by sectors, region, market capitalization, style, etc.

Risk Tolerance 60

Risk Tolerance Asset Allocation Assets Portfolio 60

The Big Picture

NOVEMBER 2, 2023

New York Times ) see also World’s Safest Market Becomes a Magnet for Big Investors : US government debt was once among the sleepiest corners of finance. Lingering inflation can’t explain all of the unhappiness; maybe it is referred pain from the wider world.

Advertising 130

Advertising Portfolio Management Economy Food 130

MarketWatch

APRIL 21, 2023

On Friday, the White House is scheduled to meet with corporate, government and academic experts to begin developing goals and strategies for the new 6G communications technology, according to a Wall Street Journal article [link] The technology would ostensibly take cloud computing and the mobile internet to new levels of use.

Communication 75

Communication Government Planning Marketing 75

The Big Picture

MARCH 6, 2024

It’s also the prices of things bought on our behalf, like our health insurance, also by the government with Medicare. Okay, Jay Powell goes out after the committee meeting in December 2023 and does a press conference – another one of the Fed’s new tools is communication policy, like what the, what J Powell says.

Economy 279

Economy Food Communication Consulting 279

Trade Brains

NOVEMBER 4, 2024

In accordance with SEBI regulations, Lokesh Machines has maintained open communication about the situation. Indian Government’s Stance The Ministry of External Affairs (MEA) has stepped forward to support the sanctioned companies. Therefore, they are actively reaching out to gather more information about these allegations.

Manufacturing 64

Manufacturing Communication Investment Advisor Consulting 64

Trade Brains

FEBRUARY 9, 2024

Recently, on New Year’s Day, Vodafone Idea Ltd experienced a notable peak, in speculation suggesting that the government might consider selling its 33% stake in Vodafone Idea to Starlink, Elon Musk’s satellite internet venture, in partnership with the telecom carrier. The Government of India now holds 33.1% lakh crore.

Marketing 111

Marketing Marketing Government Assets 111

Trade Brains

SEPTEMBER 26, 2024

This expansion has transformed how Indians communicate and access information in their daily lives. The industry has been driven by affordable tariffs, expanding 3G/4G coverage, evolving consumption patterns, and government initiatives. The Indian telecommunications sector has experienced remarkable growth recently. billion to $76.61

Government 98

Government Communication Marketing Marketing 98

Investing Caffeine

MARCH 25, 2025

Finished her PhD at The London School of Medicine (Barts) Practiced law at the Covington & Burling law firm representing the television broadcasting industry before the Federal Communications Commission (FCC). Why invest in government Treasuries when you could invest in your own company, compounding at rates greater than 10%?

Investing 59

Investing Investments Fiduciary Duty Healthcare 59

The Big Picture

AUGUST 8, 2022

Why has technology developed the way it has and, more or less, exempt from a lot of government regulations or protected by government regulations? And so, the FDIC, which is assist for corporation, is totally backed by the government. I mean, the banks in Europe basically fed this subprime lending to the Greek government.

Banking 204

Banking Government Insurance Taxes 204

Million Dollar Round Table (MDRT)

SEPTEMBER 24, 2024

You mention three varieties of bonds: corporate, municipal and government. What do you suggest?” You want to be seen as someone with expertise, so you tell them about bank CDs and annuities. You then go on to talk about dividend-paying stocks, such as utilities.

Clients 105

Clients Government Banking Sales 105

Trade Brains

MAY 17, 2024

Missile batteries provide the electrical energy for various onboard systems within a missile, including guidance systems, communication equipment and detonation mechanisms. They utilize various sensors and communication technologies to detect potential hazards. The Indian government is pushing for self reliance in defence equipment.

Electronics 130

Electronics Manufacturing Communication Certification 130

Trade Brains

JANUARY 4, 2024

Fundamental Analysis Of Tanla Platform s: Have you ever thought about who connects you to enterprises and developers for communications or verifications? Today they are among the largest Cloud Communication providers in the world. Tanla’s revenues are derived from its digital platforms and enterprise communications businesses.

Planning 69

Planning Communication Certification Healthcare 69

Clever Girl Finance

OCTOBER 16, 2023

Poor communication and leadership Effective communication and strong leadership are vital parts of a healthy workplace. In toxic environments, however, communication is often lacking or ineffective. And although you can practice enjoying the life you have outside of work, it may still feel overwhelming.

Medical 98

Medical Communication Commission Budgeting 98

Integrity Financial Planning

JANUARY 20, 2023

They may have to deal with roommates and learn how to communicate better with the people they live with. Physics courses will help them understand the laws that govern our physical world. They may be living on their own for the first time and will have to learn all of the practical skills that come with that.

Financial Planning 92

Financial Planning Education Planning Food 92

Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. But the rally faded as traders fixated on a potential government shutdown. a Registered Investment Advisor.

Marketing 111

Marketing Marketing Taxes Economics 111

MainStreet Financial Planning

FEBRUARY 1, 2024

Our team has a wealth (pun intended) of knowledge ranging from: Debt payoff plans Experience with government employees, including both military and civilian Evaluating equity compensation Helping small business owners Working with individuals who are widowed or divorced.

Financial Advice 98

Financial Advice Planning Fee Only Financial Planning 98

Harness Wealth

FEBRUARY 19, 2025

The federal government has appealed this second injunction, indicating its intention to reinstate CTA requirements. BOI collects business information to then issue reports that are stored in a secure, non-public database accessible only to authorized government agencies, law enforcement, and certain financial institutions.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Darrow Wealth Management

FEBRUARY 26, 2025

As stock market losses mounted and turned into a bear market, US government bonds (Treasury bonds) performed well as investors sought stability and hoped to preserve capital. Since Treasuries are considered the safest investment, it isn’t unsurprising that other areas of the bond market didn’t perform as well during the recession.

Marketing 52

Marketing Marketing Retirement Portfolio 52