Nerd's Eye View

JUNE 5, 2023

This month's edition kicks off with the news that Riskalyze has completed its previously-announced rebranding, and will now be known as “Nitrogen”, a ”growth platform” for advisory firms – which represents less of a shift in the platform’s core function (given that Riskalyze’s risk tolerance tool was always (..)

Risk Tolerance 245

Risk Tolerance Retirement License Retirement Planning 245

Nerd's Eye View

JULY 18, 2022

The added complication is that, while this structure of hiring a large number of new advisor recruits with a high level of churn results in a high volume of aspiring planners potentially leaving the industry altogether, it is quite profitable for the insurance companies and broker-dealers themselves.

CFP 246

CFP Recruitment Certification Sales 246

Abnormal Returns

OCTOBER 23, 2023

wsj.com) On the relationship between the number of children you have and longevity. scientificamerican.com) The number of jump scares in horror movies are trending down. nytimes.com) Are alternative licensing programs the solution to teacher shortages? (statnews.com) Health Beyfortus, for RSV in infants, is in short supply.

Food 264

Food License Financial Advising Transportation 264

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

Education 246

Education CFP Certification License 246

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

The Big Picture

FEBRUARY 16, 2023

Everyone is looking at the same set of numbers and somehow coming to opposite conclusions. Bloomberg ) • Bosses want to pay you more but give you less : A growing number of workers are going freelance, taking higher wages over benefits and job security. ( Zoomers are shunning cars and driver’s licenses. Including me.

License 147

License Economy Numbers Communication 147

Carson Wealth

APRIL 4, 2024

Insurance policies Mortgage and other loans Deeds, property titles, and other valuables Safe deposit box locations, numbers and keys Records of digital assets like online accounts Location of any cash or family heirlooms in the house It’s also a good idea to gather all of your parents’ personal information, such as: Social Security numbers Birthdates (..)

Management 137

Management Healthcare Medical Estate Planning 137

Mish Talk

NOVEMBER 30, 2022

As well as IBM and Maersk, the project had support from a number of carriers, customs organisations, banks and transport providers to create an information ecosystem. The article is licensed under a Creative Commons Attribution 4.0 International License. I made no changes to the snips. There is much more in the article.

License 219

License Transportation Distribution Banking 219

Carson Wealth

MARCH 26, 2024

box) State of formation Tax identification number (those businesses without one will need to obtain a unique identification number) Copy of an identifying document such as Articles of Incorporation or Organization For each beneficial owner: Full legal name Date of birth Home address (no P.O.

License 129

License Tax Planning CFP Taxes 129

Abnormal Returns

OCTOBER 28, 2023

wsj.com) On the relationship between the number of children you have and longevity. scientificamerican.com) The number of jump scares in horror movies are trending down. nytimes.com) Are alternative licensing programs the solution to teacher shortages? (statnews.com) Health Beyfortus, for RSV in infants, is in short supply.

Food 130

Food License Financial Advising Transportation 130

Abnormal Returns

AUGUST 27, 2022

bloomberg.com) Why people continue to drive on suspended licenses. papers.ssrn.com) Putting some numbers on the effect of employer vaccine mandates. Autos What it means if California bans the sale of new ICE vehicles by 2035. newatlas.com) Bigger tires make for lower mileage and range. curbed.com) Transport Pilot Co.,

Food 130

Food License Financial Advising Media 130

Clever Girl Finance

NOVEMBER 16, 2022

From debit cards to your bank accounts and bank account numbers, and driver's license numbers, a lot of your personal information can be compromised. You'll find out your driver’s license can also be affected by this, so it's essential to understand what to do if someone steals your identity related to your license.

License 94

License Accounting Insurance Medical 94

WiserAdvisor

MARCH 16, 2023

The detailed information provided through the BrokerCheck tool includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. You can use the Brokercheck tool on the FINRA website.

License 80

License Financial Advisor Investment Advisor Certification 80

Clever Girl Finance

JULY 29, 2023

Obtain a business license 7. Do I need a license to clean houses? Depending on the kind of business you decide to register, you may also need to create an EIN (or an Employer ID Number) for tax purposes. Leverage the resource on SBA.gov to get started with setting up the business licenses you need. Table of contents 1.

License 98

License Advertising Budgeting Clients 98

The Big Picture

JUNE 22, 2024

Income from the licensing deal with UMG for the rest of the world will similarly go to Sony when that deal expires in 2026 or 2027, at which point SME will become the worldwide distributor and owner of all content.” Running the numbers, making bets. ” – Hits Daily Double I don’t really care.

License 162

License Estate Planning Advertising Banking 162

Clever Girl Finance

NOVEMBER 16, 2022

Usually needed for jobs, enrolling in school, obtaining a driver’s license, benefits, insurance additions, etc. Remember this is different than a marriage license, which you don't keep. Your social security card, with your social security number, is extremely important to have. Death Certificates. Marriage Certificates.

Certification 105

Certification Taxes Insurance Banking 105

Getting Your Financial Ducks In A Row

JUNE 5, 2023

From what I hear, visiting the local office can be a hit or miss experience, similar to visiting the DMV to get your driver’s license renewed. military service you had before 1968; The name, Social Security number and date of birth or age of your current spouse and any former spouse.

Numbers 79

Numbers Electronics License Accounting 79

Clever Girl Finance

MAY 15, 2024

However, bear in mind that doing so may require obtaining specific licenses depending on which state you live in. Requirements: Love for taking care of children Licenses if opening own daycare center 2. Requirements: Haircutting and styling skills May require a state cosmetology license 5.

Certification 97

Certification Media License Budgeting 97

Harness Wealth

FEBRUARY 19, 2025

EIN/Tax ID: Enter the company’s EIN or other applicable tax identification number. Confirmation and download your proof of filing After successful submission, you will receive a confirmation page with a confirmation number. Alternative Name (DBA): If applicable, enter any registered DBAs (doing business as).

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Your Richest Life

OCTOBER 1, 2022

The number varies, but $1,000-$2,000 in cash is about the ballpark for covering travel costs, gas, food, etc. And remember, you likely won’t have time to gather these before a storm, so try to keep them together somewhere safe and easy to find: Driver’s licenses and Social Security cards. Note: Keep that cash somewhere safe!

Food 104

Food Insurance Certification Fee Only 104

Sara Grillo

AUGUST 26, 2024

Prior to moving into Product Management James spent over 6 years with Fidelity Investments in various wealth management and technical roles where he held his FINRA Series 7 and 63 licenses and Utah Resident Life and Health Insurance License. transgender male and female investors.

License 52

License Financial Advisor Certified Financial Planner CFP 52

Trade Brains

JULY 21, 2023

In terms of the number of beds, two of its hospitals, namely, Noida Extension Hospital and Greater Noida are the 8th and 10th largest private hospitals in Delhi. This makes it one of the largest hospitals in the JhansiOrchha-Gwalior region in terms of the number of beds. Keep reading to find out!

Healthcare 98

Healthcare Medical Pharmaceutical License 98

BlueMind

SEPTEMBER 11, 2022

However, risk capacity is a numbers game. Furthermore, it can reduce the number of hours you work and give you a chance to maintain a healthy work-life balance. Risk tolerance is more of an objective concept as it deals with the willingness of a client to take on risk.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Investing 98

Random Roger's Retirement Planning

JULY 31, 2023

You should know what it is, understand where the numbers come from, balance out delaying or taking it early but the amount you get is what you get. I am not licensed to sell annuities, I've never sold an annuity and I never will. The Journal works through some numbers. A commenter called a provider and got a lower payout number.

Retirement 73

Retirement Insurance Accounting License 73

Midstream Marketing

NOVEMBER 6, 2024

Focus on important numbers like website visits, social media interactions, lead generation, and email open rates. Check your key numbers often. Track these numbers. Metric Description Website Traffic Total number of visitors to your website, indicating reach and brand visibility. Look at this data.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

James Hendries

NOVEMBER 6, 2022

With your identifying information, an undocumented worker or another individual may use your Social Security number on job applications and employment paperwork. An identity thief may also file a tax return using your name and Social Security number in order to obtain a refund. Types of Fraud.

Taxes 52

Taxes Numbers License Banking 52

Trade Brains

JANUARY 20, 2024

Administration of Dadra & Nagar Haveli and Daman & Diu for the development, maintenance, and management of Jalandhar House, Diu on a license basis. Financials A closer look at Praveg’s financials is essential to understand what the numbers tell us about the company. The Company achieved Revenue of Rs 84.86 in FY22.

Government 104

Government Management License Planning 104

WiserAdvisor

MAY 31, 2022

However, the numbers tell a different story. million consumers filed a fraud report, the highest number since 2001. However, the FTC expects the actual numbers to be higher than the reported numbers since multiple scams go unreported. billion because of fraud, which is nearly $3.4 billion higher than the 2020 estimate.

Investments 52

Investments Investing License Accounting 52

MarketWatch

MARCH 30, 2023

Microsoft referred to a blogpost in May in which company president Brad Smith said it “has a healthy number two position when it comes to cloud services, with just over 20% market share of global cloud services revenues.”

License 40

License Numbers Marketing Marketing 40

Clever Girl Finance

JULY 12, 2023

You’ll also need to be licensed in your state. However, they will require you to take licensing courses to become certified, as well as pass a licensing exam. Makeup artist Median makeup artist salary: $75,730/year (performance and theater) Education required: Typically a cosmetology license Are you creative and fashionable?

Education 98

Education Certification License Engineering 98

Good Financial Cents

FEBRUARY 12, 2024

College students have a lot on their plate already, including the need to study to get good grades, participating in any number of on-campus activities and potentially working part-time to have some spending money. Account is subject to a monthly account fee of $2, account fee is waived for the initial six-monthly billing cycles.

Accounting 100

Accounting Banking License Education 100

Random Roger's Retirement Planning

NOVEMBER 13, 2023

Before anyone jumps down my throat, I am not licensed to sell annuities, I never have been and never will be. People are more comfortable spending income from guaranteed sources than from their own accounts. This makes sense to me. Does this shed a different light on annuities?

Retirement 75

Retirement Retirement Planning Commission Medical 75

Steve Feinberg

JULY 27, 2022

Their quarterly costs for inventory and payroll might change slightly based on the number of sales they make, but it’s more than likely that their finances will remain fairly constant, making it easier to track sales, profitability, and costs. Personal identification documents like a driver’s license or passport. Your business license.

Taxes 52

Taxes Accounting License Insurance 52

Harness Wealth

FEBRUARY 20, 2024

CPAs are licensed by state boards of accountancy in the state where they practice. Once licensed, CPAs work in various settings including public accounting firms, corporate finance departments, and other financial companies offering services that span tax preparation and planning, auditing, and financial strategy.

Taxes 52

Taxes License Education Tax Planning 52

FMG

AUGUST 3, 2022

There are a number of ways to avoid breaking any copyright laws. Google Search Help has a page made specifically for finding images that offer licenses for reuse. Twitter is 1600 x 900. Make Sure to Respect Copyright Law. The two easiest ways are to either create your own images or use royalty-free image sites.

Media 98

Media Financial Advisor License Numbers 98

Trade Brains

SEPTEMBER 20, 2023

The company has penetrated into multiple business verticals including Product Vertical, Consulting vertical and project development and technology Licensing with the Engineering Procurement and Construction (EPC) division The management team has earned the Company a positive reputation among customers.

Engineering 105

Engineering Management Government License 105

MarketWatch

MARCH 16, 2023

GIII posted mixed numbers for its fiscal fourth quarter on Thursday, after swinging to a loss driven by a goodwill impairment charge. CEO Morris Goldfarb said the company is repositioning and expanding the Donna Karan brand and has a new long-term license with Authentic Brands Group for Nautica. million, or $5.54 Sales rose 14.2%

License 40

License Sales Numbers Marketing 40