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Sunday links: policy blunders

Abnormal Returns

wsj.com) Revolut now has a UK banking license. vox.com) Work Research on how race, class and location affect economic mobility in the U.S. ft.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

License 289
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Sunday links: it’s never too late

Abnormal Returns

bigtechnology.com) Reddit ($RDDT) is going to license data to OpenAI. wsj.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (downtownjoshbrown.com) Last year's stock market performance doesn't tell you much after this year.

License 210
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Sunday links: too many theories

Abnormal Returns

npr.org) Occupational licensing is out of control. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Earlier on Abnormal Returns Top clicks last week on the site. abnormalreturns.com) Do less to do better.

Ethics 243
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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. If a financial service professional represents an insurance company, they must be legally appointed by that company as an agent. Someone with a Ph.D.

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Thursday links: bear market endings

Abnormal Returns

finance.yahoo.com) Netflix Netflix ($NFLX) is uniquely at-risk of losing licensed content. cbc.ca) Why Sri Lanka is facing an economic crisis. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (priceactionlab.com) Finance VCs are once again doing due diligence.

Marketing 130
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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

Prior to moving into Product Management James spent over 6 years with Fidelity Investments in various wealth management and technical roles where he held his FINRA Series 7 and 63 licenses and Utah Resident Life and Health Insurance License. They love to travel, bake, and swim. transgender male and female investors.

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Global Leaders Strategy Annual Investment Review: January 2023

Brown Advisory

Since day one of the Global Leaders strategy, we have looked for high-quality companies with superior customer outcomes that we believe are able to pass on prices and generate high levels of recurring revenue while requiring low financial leverage. For us, all business starts with the customer. It makes for sombre reading.