Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. And , you have to do the math by hand. There is an admin charge of about $49k.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. RITHOLTZ: People will figure out.

Management 147

Management Recruitment Numbers Banking 147

David Nelson

MARCH 6, 2023

And why did Congress just vote to block President Biden’s Department of Labor rule, a rule that encourages private retirement fiduciary is to use ESG in the decision-making process? When it comes to retirement, we’re talking about people’s life savings and quality of life in their golden years. Do the Math!

Fiduciary Duty 52

Fiduciary Duty Investments Investing Math 52

The Big Picture

JUNE 20, 2023

It had been prevented, had been barred from that before because of this fiduciary duty idea and also because of the opacity of these instruments. So corporate pensions that gave a worker a reasonable shot at a prosperous retirement. The Labor Department under Donald Trump did open the door for private equity to get into 401(k)s.

Insurance 147

Insurance Healthcare Retail Medicine 147