Wealth Management

SEPTEMBER 28, 2023

Kraken has applied with FINRA for a broker/dealer license to allow it to trade US-listed stocks and ETFs, targeting a 2024 launch.

License 276

License Planning 276

The Big Picture

JUNE 2, 2023

Vox ) • The rare license plates selling for millions: A simple lesson in Supply & Demand : If you thought luxury cars were a status symbol, wait until you hear about the market for heritage license plates. These are handmade, low-digit numeric license plates. For a license plate. People are now paying millions.

License 278

License Education Banking Planning 278

Wealth Management

AUGUST 3, 2023

Also, Advisor360 announces several client portal and platform updates and Modern Life debuts its generative AI chatbot, which the company claims has passed the life insurance licensing exam.

License 246

License Insurance Clients 246

Wealth Management

JANUARY 25, 2023

The Wall Street Journal breaks down the competition in the race to land casino licenses in New York City. King Charles’ real estate company is suing Twitter over unpaid rent, reports Insider. These are among today’s must reads from around the commercial real estate industry.

License 246

License 246

Wealth Management

DECEMBER 7, 2022

to pursue one of three gaming licenses for New York’s downstate area. Related Cos. is teaming up with Wynn Resorts Ltd. Competitors include SL Green Realty Corp., which has proposed a casino project in Times Square in partnership with Caesars Entertainment Inc. and Jay-Z’s Roc Nation.

License 245

License 245

Wealth Management

JANUARY 25, 2023

Move’s Realtor.com operates under an agreement and trademark license with the group. Any deal would require negotiations with the National Association of Realtors.

License 248

License Sales 248

Abnormal Returns

FEBRUARY 7, 2025

noahpinion.blog) Stephen Dubner talks with Rebecca Allensworth about the state of professional licensing in the U.S. (honest-broker.com) Economy Patrick Collison talks with Noah Smith about the energy transition, falling fertility and thoughts on longer term growth. Adelman, CEO of Campus Apartments.

License 147

License Education Retail Media 147

Abnormal Returns

AUGUST 2, 2024

spyglass.org) Ohio became the fifth US state to accept driver’s licenses and official state IDs in the iPhone’s Apple Wallet app. (sixcolors.com) Apple ($AAPL) is taking its time to roll out AI features. spyglass.org) The iPad is having a moment. engadget.com) GLP-1s Eli Lilly's ($LLY) weight loss drug shortage could end soon.

License 278

License Financial Advising Media Economy 278

Abnormal Returns

JULY 28, 2024

wsj.com) Revolut now has a UK banking license. (allstarcharts.com) It's not just the U.S. that is seeing fewer publicly traded companies. apolloacademy.com) Finance How cold-storage operator Lineage ($LINE) became the biggest IPO of 2024 so far. ft.com) Fund management Does your alternatives fund charge fees on gross or net assets?

License 289

License Financial Advising Economy Economics 289

Abnormal Returns

DECEMBER 15, 2023

washingtonpost.com) Streaming Why production companies are freely licensing content to streamers. (wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. theinformation.com) Startups keep taking a crack at the market for local sports news and opinion.

Startup 263

Startup License Financial Advising Media 263

MarketWatch

APRIL 17, 2023

after New Jersey Cannabis Regulatory Commission on Monday approved a renewal of the Massachusetts-based company’s cultivation and retail licenses for adult-use in the Garden State, in a reversal of a decision last week, according to spokespeople for the commission and Curaleaf. CURLFCA:CURA stock is up 4.2%

License 75

License Commission Retail Sales 75

Leading Advisor

JUNE 5, 2023

Summary of the Job Description for Licensed Executive Assistant : Who you are Who we are What will you do What we offer Your Qualifications Questions?… … The post Job Description for Licensed Executive Assistant appeared first on Leading Advisor - Simon Reilly.

License 52

License Financial Advisor 52

Calculated Risk

AUGUST 2, 2023

The limit is updated annually, and is adjusted using the FHFA’s quarterly national, seasonally adjusted, expanded-data index: Expanded-Data Indexes (Estimated using Enterprise, FHA, and Real Property County Recorder Data Licensed from DataQuick for sales below the annual loan limit ceiling).

License 240

License Sales Insurance Numbers 240

Abnormal Returns

MAY 19, 2024

bigtechnology.com) Reddit ($RDDT) is going to license data to OpenAI. (downtownjoshbrown.com) Last year's stock market performance doesn't tell you much after this year. awealthofcommonsense.com) The stock market is not the economy. humbledollar.com) Companies It was a busy week in AI. finance.yahoo.com) The dream of streaming is dead.

License 210

License Financial Advising Economy Manufacturing 210

Wealth Management

NOVEMBER 1, 2022

Joy Lere is a licensed clinical psychologist and co-founder of Shaping Wealth.

License 147

License 147

Nerd's Eye View

JULY 17, 2023

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

Nerd's Eye View

DECEMBER 19, 2022

all suggest that the FPA may already have some plans in place… that it just isn't ready to share yet?

Financial Planner 243

Financial Planner CFP Certified Financial Planner Financial Planning 243

Abnormal Returns

FEBRUARY 26, 2023

npr.org) Occupational licensing is out of control. (bloomberg.com) Data from the U.S. Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022. econbrowser.com) The economic schedule for the coming week.

Ethics 243

Ethics License Financial Advising Startup 243

Advisor Perspectives

MAY 8, 2024

The US has revoked licenses allowing Huawei Technologies Co. to buy semiconductors from Qualcomm Inc. and Intel Corp., according to people familiar with the matter, further tightening export restrictions against the Chinese telecom equipment maker.

License 52

License 52

Abnormal Returns

MAY 25, 2024

arstechnica.com) Technology Why publishers are making a mistake licensing their content to AI companies. (newatlas.com) Animals After a long absence, there are now beavers in London. reasonstobecheerful.world) Do whale songs really represent a language? theatlantic.com) Online content is disappearing.

Food 269

Food License Financial Advising Media 269

The Big Picture

AUGUST 5, 2022

After NPR sent department officials written questions outlining the timeline of events, the federal agency terminated the license with the Chinese company, Dalian Rongke Power Co. . • The U.S. taxpayers millions of dollars ended up in China. Lapham’s Quarterly ).

License 289

License Economics Banking Economy 289

The Big Picture

FEBRUARY 24, 2023

Parents are baffled as their kids delay or forgo a driver’s license ( Washington Post ) see also Children of the Ice Age : With the help of new archaeological approaches, our picture of young lives in the Palaeolithic is now marvellously vivid. Washington Post ) • Why aren’t teenagers driving anymore?

Medical 289

Medical License Insurance Accounting 289

The Big Picture

MAY 1, 2023

Quanta Magazine ) • Why More Americans Are Using Fake License Plates and Getting Away : With It The old system of traffic control is breaking down. Bloomberg ) • The Computer Scientist Peering Inside AI’s Black Boxes : Cynthia Rudin wants machine learning models, responsible for increasingly important decisions, to show their work.

Math 288

Math License Economy Numbers 288

Nerd's Eye View

JUNE 9, 2023

And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.

Financial Planner 239

Financial Planner Financial Advisor License Retirement 239

Calculated Risk

NOVEMBER 26, 2023

For 2023, the CLL for one-unit properties was set at $726,200, and for high cost areas the ceiling loan limit for one-unit properties was $1,089,300.

License 162

License Insurance Sales 162

The Big Picture

MAY 3, 2023

In the first of three special articles we explain how they work.

License 274

License Planning Accounting Economics 274

Abnormal Returns

JULY 27, 2024

msn.com) How to better license retail psychedelic retailers. (theatlantic.com) Drugs Buying the precursors to manufacture fentanyl is not that difficult. reuters.com) How Congress inadvertently legalized THC six years ago. vox.com) Meat What does American wagyu taste like? outsideonline.com) Singapore is at the forefront of lab-grown meat.

Food 278

Food Retail Manufacturing License 278

Nerd's Eye View

DECEMBER 12, 2022

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.

Education 246

Education CFP Certification License 246

Random Roger's Retirement Planning

NOVEMBER 9, 2022

This has been an incredible few days.

License 74

License Portfolio Marketing Marketing 74

Nerd's Eye View

NOVEMBER 29, 2022

We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

JUNE 5, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: InvestCloud, a TAMP and all-in-one advisory technology platform which has undergone rapid growth in recent years through the acquisition of numerous disparate technology tools in order to compete with its more-established competitor (..)

Risk Tolerance 245

Risk Tolerance Retirement License Retirement Planning 245

Abnormal Returns

OCTOBER 23, 2023

nytimes.com) Are alternative licensing programs the solution to teacher shortages? (wsj.com) The NIL situation is a big mess with no resolution in sight. nytimes.com) Children Adam Grant, "Great education systems create cultures of opportunity for all." npr.org) How much should you help your kids with their homework?

Food 264

Food License Financial Advising Transportation 264

Abnormal Returns

FEBRUARY 20, 2024

hollywoodreporter.com) Disney ($DIS) is a winner when it comes to licensing content. (onveston.substack.com) Streaming Walmart ($WMT) is buying TV maker Vizio ($VZIO). cnbc.com) Why Roku ($ROKU) stock is struggling. hollywoodreporter.com) ESG Why Wall Street giants are backing away from climate pledges. nytimes.com) Another sign of peak ESG.

License 147

License Financial Advising Media Economy 147

The Big Picture

APRIL 13, 2024

Bloomberg licensed the entire BMI/Ascap catalog, so I have access to an endless array of music from the 1940s to the present date. I wanted to reflect that in the thumbnail tile (above) as well as audio soundscape of the show.

License 147

License Economics Investing Investments 147

NAIFA Advisor Today

FEBRUARY 16, 2024

Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. His mission is to support better financial outcomes for clients by educating, enabling, and empowering them to make sound decisions about their financial well-being.

License 105

License Wealth Management Investment Advisor Consulting 105

NAIFA Advisor Today

NOVEMBER 28, 2022

After gaining experience and earning his licenses, he returned to Connecticut and now works alongside his father, Jace Rosenbluth, running the family business. In 1957, his grandfather founded MERIT Insurance Services, Inc. During his senior year of college, he got an opportunity to travel to California for training.

License 98

License Insurance 98

Nerd's Eye View

SEPTEMBER 26, 2022

In his paper, Akerlof suggests three strategies that could be used to counteract the effects of quality uncertainty and increase consumer confidence: licensing, quality guarantees, and branding.

Financial Advice 130

Financial Advice Financial Planner License Financial Advisor 130