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

MarketWatch

MAY 30, 2023

The New York State Cannabis Control Board on Tuesday approved a settlement to a lawsuit that prevented it from issuing licenses in the Finger Lakes region. The state approved the settlement with Variscite NY One Inc., Separately, the state also set plans to step up efforts to shut down illegal cannabis shops.

License 40

License Planning Management Marketing 40

MarketWatch

MARCH 24, 2023

IOVA on Friday said it had completed its rolling biologics license application submission to the U.S. Biotech cancer-treatment developer Iovance Biotherapeutics Inc. Food and Drug Administration for lifileucel — a therapy intended to combat advanced melanoma in some cases.

License 40

License Food Marketing Marketing 40

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

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

MarketWatch

APRIL 14, 2023

toward a record low in morning trading Friday, in the wake of the decision by the New Jersey Cannabis Regulatory Commission (CRC Board) to deny the renewal of the Massachusetts-based company’s cultivation and retail licenses for adult use. “We CURLFCA:CURA tumbled 10.2%

License 40

License Commission Retail Clients 40

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 117

License 117

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

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

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

Advisor Perspectives

OCTOBER 7, 2024

Building a TIPS ladder gives us a license to spend and creates a spending floor. My TIPS ladder combined with Social Security provides a $10,000 monthly inflation-adjusted cash flow, though I’m delaying taking Social Security until age 70, of course.

License 64

License 64

Advisor Perspectives

OCTOBER 3, 2024

Building a TIPS ladder gives us a license to spend and creates a spending floor. My TIPS ladder combined with Social Security provides a $10,000 monthly inflation-adjusted cash flow, though I’m delaying taking Social Security until age 70, of course.

License 64

License 64

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 83

Assets License 83

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

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

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

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

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 87

License Planning 87

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

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 81

License Insurance Clients 81

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

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

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 Investments Investing 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 212

Ethics Financial Advice CFP Financial Advisor 212

SEI

MAY 31, 2024

We’ve reached the end of an era of perpetual licensing and overprovisioning, where survival depends on your ability to adapt.

License 52

License 52

oXYGen Financial

APRIL 5, 2023

![CDATA[ My son just recently got his driver's license. Sitting in the DMV with him reminded me of when I got my license and the sense of freedom that it gave me. It can be quite liberating when you are young. But it also got me thinking about my elderly mother, and when would be the right time for her to give up the car keys.

License 59

License 59

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

Financial Symmetry

JANUARY 29, 2024

On this episode of Financial Symmetry, Grace Kvantas chats with licensed marriage and family therapist, Lesli Doares. One of the biggest financial disasters that people can experience in retirement is divorce.

Retirement 64

Retirement License 64

Million Dollar Round Table (MDRT)

FEBRUARY 4, 2024

They do not know licenses are needed. How long have you been with the firm? Are you on a team? What is the combined experience of the team? How long was the training period? Myth: Anyone can sell insurance. They might think you are new at it and need to practice on some people before you “get it right.”

License 96

License Insurance Financial Advisor Financial Planning 96

Advisor Perspectives

MARCH 22, 2024

’s Google was in talks to license its Gemini AI engine to Apple Inc. Earlier this week, Microsoft Corp. named artificial intelligence pioneer Mustafa Suleyman chief of its consumer AI business and hired most of the staff from his Inflection AI startup. A day before, Bloomberg reported that Alphabet Inc.’s

License 52

License Startup Engineering 52

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

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 80

License 80

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 191

Financial Planner Financial Advisor License Retirement 191

NAIFA Advisor Today

DECEMBER 1, 2023

Chris works with over 300 licensed insurance agents to help Americans plan for their current and future insurance needs. Chris Carothers is an insurance professional and a Life Underwriter Training Council Fellow (LUTCF). He also partners with insurance carriers to develop and introduce new health products.

License 59

License Insurance Planning 59

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

Random Roger's Retirement Planning

MARCH 3, 2024

My standard preamble when talking about annuities is that I am not licensed to sell annuities. I had my insurance license ages ago for one job but never sold an insurance product. I immediately thought of Lou Glutz (the Eugene Levy character) when I stumbled into two articles about annuities.

License 94

License Insurance Assets Taxes 94