Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. Know how the math works so you can see the potential risks that may exist with your policy. There is no securities license required to sell it. For advise on such matters, contact a legal or compliance advisor.

Insurance 59

Insurance Math Financial Advice Compliance 59

FMG

DECEMBER 22, 2022

I followed realtors, lenders, creators, speakers, as well as non-licensed money bloggers to get some great ideas. I couldn’t pass up on the one-click compliance! I create a lot of content and didn’t want “submitting things to compliance” to become a time suck. What led you to update or create a new site with FMG?

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. We were one of the last to get what’s called a value added license to the compus stat database.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

JANUARY 24, 2023

RITHOLTZ: — and having the guy — the attendant asked me, do you have an even number or odd number license plate? RITHOLTZ: My answer was, I’m 11, I don’t have a license plate, just give the kid a gallon of gas. RITHOLTZ: So it’s different math then I need 100x winner versus 99? KLINSKY: Right.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. Would you license these models to me? You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. And I just caught the bug.

Portfolio 147

Portfolio Management Marketing Marketing 147