Nerd's Eye View
OCTOBER 3, 2022
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Ethic Investing raises a $50M Series C round as values-based “personalized indexing” through direct indexing tools continues to gain momentum.
International College of Financial Planning
MAY 30, 2023
The finance industry is known for its complexity and competitiveness,where ethics play a pivotal role in determining arofessional’s success and credibility. As a finance student, understanding and practicing ethical behavior is crucial for building a responsible and reputable career. Impact of Ethics on Finance and the Economy.
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The Big Picture
JULY 19, 2022
ILMANEN: It’s always good to think of starting yields and valuation sort of two sides of the same coin. But in conclusions, I did put there that it just seems that stars are aligning for some fast pain and it wasn’t just high valuations but there was a catalyst. Explain that. RITHOLTZ: Right. So, everything gets diluted.
eMoney Advisor
DECEMBER 20, 2022
When it comes to CFP® professionals and cryptocurrency, the CFP Board’s Code of Ethics and Standards of Conduct dictates that CFPs® should treat crypto-related assets the same as any other form of financial asset. Crypto in the News. They may present unique custodial risks that expose investors to a heightened risk of theft or loss.
Park Place Financial
JULY 6, 2022
For plans with amortization periods exceeding 30 years during three consecutive annual actuarial valuations, the plan and sponsoring groups must form an FSRP. Review of investment practices: The bill adds ethical conditions to amendments made during the 86 th Legislative Session regarding independent investigations into investment practices.
Cornerstone Financial Advisory
APRIL 10, 2023
Let us at least survive and go on trying.” – Dora Russell How To Choose A Tax Preparer It’s essential to choose a tax preparer that is suitable for your needs as well as reliable and ethical. After all, taxpayers are responsible for the info on their return, regardless of who prepared it.
Brown Advisory
JUNE 16, 2022
Our standard valuation framework looks out over a 10-year cash flow forecast ending with zero % real growth in the terminal cashflow (technically we use 3% nominal terminal growth). By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range. DCFs are very dangerous if not used thoughtfully.
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