Engineering, Investment Planning and License

Transcript: Mike Green, Simplify Asset Management

The Big Picture

AUGUST 20, 2024

It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. We were one of the last to get what’s called a value added license to the compus stat database.

Assets

Assets Management Portfolio Marketing

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

Dr. Lee’s current research agenda includes investigating the impact of insurance licensing on financial advisor misconduct, analyzing the effect of external vs. internal work commitments on college student performance in hybrid and online learning environments, and examining risk profiles of U.S. transgender male and female investors.

Financial Advisor

Financial Advisor Fiduciary Duty Insurance Financial Advice

Financial Advisor Source

Transcript: Mike Green, Simplify Asset Management

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

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