eMoney Advisor

DECEMBER 20, 2022

They raise valuation issues because they may not be subject to commonly-accepted valuation methodologies and may not be subject to consistent accounting treatment or traditional reporting requirements. The Fiduciary Duty is exemplified by the Duty of Care, which applies to financial advice about all financial assets.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

eMoney Advisor

MARCH 22, 2023

1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. In fact, the Fidelity Investments 2022 Investor Insights Study found that 63 percent of GenY and Gen Z believe working with an advisor is key to achieving financial success.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

The Irrelevant Investor

SEPTEMBER 11, 2019

On today's Animal Spirits, we discuss: Ben Hunt on unrealistic expectations Drew Dickson weighs in on the passive bubble WeWork might slash their valuation prior to the IPO Galloway on Uber and other things An introduction to credit card points The stock market actually might be the economy Americans own more stock than ever Academics on the passive (..)

Economics 52

Economics Financial Advice Valuation Economy 52

Truemind Capital

JANUARY 25, 2024

You must follow some rules to avoid the halo effect playing on your mind: – Do your own research to identify the right investment opportunity, fund managers, investment process, portfolio valuation, etc. from all the available options.

Fee Only 52

Fee Only Certification Consulting Financial Advice 52

Zoe Financial

JULY 17, 2023

25% rally over the last 9 months for stocks, mainly driven by valuation expansion. We believe financial advice should come from unbiased and certified professionals. Nasdaq was up 3.3%. Up 35% year-to-date. Main reason for market enthusiasm has to do with the inflation numbers for June.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Truemind Capital

NOVEMBER 7, 2019

The future performance of a stock depends on various other crucial factors like recent acquisitions, corporate governance, competitive advantage, fair valuation etc. A comprehensive and exhaustive analysis of all the parameters is required to make the right investments at the right price.

Media 52

Media Valuation Consulting Investing 52

Darrow Wealth Management

MARCH 31, 2023

Here are some key considerations when financial planning for a divorce. Money and divorce This article solely focuses on some of the general financial planning aspects of divorce and is not personal legal, tax, accounting, or financial advice. During the divorce, your attorney is the star quarterback.

Financial Planning 104

Financial Planning Planning Estate Planning Assets 104

The Big Picture

MAY 7, 2024

I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. And, and Gimme One More 00:52:22 [Speaker Changed] Financially Fearless by Katie song, which was written out of a need Facebook group. Moms would ping her every day about financial advice.

Startup 148

Startup Advertising Engineering Numbers 148

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? So a phenomenal learning experience with both Jefferies and Morgan Stanley. What’s it like in Spain?

Clients 163

Clients Investing Investments Management 163

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

I could pull out some socio-economic Jenga pieces that include the high valuation of the U.S. dollar, relative valuations, political uncertainty, the national debt, the 2024 elections, etc., I could make a more multi-factored argument against holding only U.S. large caps and ignoring foreign stocks entirely.

Assets 59

Assets Investing Investments Marketing 59

eMoney Advisor

NOVEMBER 10, 2022

With proactive legal and financial advice, the conflict over his name and likeness, large tax bill, and lengthy settlement process wouldn’t have been a foregone conclusion. Final Valuation of Prince’s Estate Pegged at $156.4 Sources: 1. ” U.S. News and World Report , January 15, 2022.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Do you have a burning opinion you’d like to share? He is an experienced trial expert witness.

Insurance 59

Insurance Retirement Financial Advisor License 59

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. RITHOLTZ: Valuation didn’t make much of a difference.

Media 291

Media Investing Investments Valuation 291