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

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

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

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 270

Food License Financial Advising Media 270

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

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 Economics 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 240

Financial Planner Financial Advisor License Retirement 240

Wealth Management

AUGUST 20, 2024

Over the last year, Swenson has been expanding Osaic’s options for advisors who want to operate without a FINRA license.

License 119

License 119

Wealth Management

OCTOBER 31, 2024

Meant for non-licensed advisors, the new platform generates carrier-agnostic quotes and provides a digital application process.

Startup 116

Startup License Insurance 116

Wealth Management

MARCH 8, 2024

Introducing the Chicago RIA on International Women’s Day, Expressive led by 3 female partners and has licensed clinical psychologist on staff.

Communication 116

Communication License 116

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 279

Food Retail Manufacturing License 279

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

Wealth Management

JUNE 4, 2024

With licenses from FINRA and the SEC, Prometheum hopes to remove barriers preventing RIAs from recommending digital assets. It’s hired Marc Nichols to lead the effort.

Assets 111

Assets License 111

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 Financial Planning Marketing 74

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 148

License Financial Advising Media Economy 148

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

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 110

License Planning 110

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

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

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

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 98

License Insurance Clients 98

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 98

License 98

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 98

License 98

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 98

License Sales 98

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

Nerd's Eye View

JULY 18, 2022

As from the perspective of the product manufacturer, spending money on recruiting to get new advisors who bring their ‘natural-market’ list of 100 friends and family means that the company ‘gets’ 100 leads at the cost of nothing more than some licensing exams and a recruiter to bring them in – as new advisors who are recruited (..)

CFP 246

CFP Recruitment Sales Certification 246

NAIFA Advisor Today

SEPTEMBER 21, 2023

Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies.

Financial Consultant 97

Financial Consultant License CFP Insurance 97

Nerd's Eye View

NOVEMBER 8, 2022

In this episode, we talk in-depth about the journey that Cean and his partners took, from originally starting their careers at an insurance company, then moving on to a brokerage firm, until they ultimately decided to transition to an independent RIA and on the advice of their attorney drop their FINRA licenses altogether to reduce the risks to their (..)

License 130

License Consulting Financial Advisor Insurance 130

The Big Picture

OCTOBER 7, 2024

Penn Today ) • Don’t ever hand your phone to the cops : Digital IDs make it tempting to leave your driver’s license at home — but that’s a dangerous risk. ( But in the US, federal and state rulemakers seem determined to keep minicars at bay. The Verge ) • What Does College Football Have to Do With College? The question isn’t new.

Electronics 147

Electronics Recruitment License Healthcare 147

Mish Talk

NOVEMBER 30, 2022

The article is licensed under a Creative Commons Attribution 4.0 International License. The Journal of Shipping and Trade discusses the advantages and disadvantages in a Review of Studies of Blockchain Technology Effects on the Shipping Industry by Kelly Gerakoudi-Ventouri. I made no changes to the snips.

License 219

License Transportation Distribution Banking 219