Remove 2008 Remove Ethics Remove Numbers
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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

Gradually, CFP Board also raised the ethical standards for CFP professionals, introducing a fiduciary standard on financial planning in 2008 and, in 2020, an expanded fiduciary standard that applies whenever the certificant is giving financial advice.

CFP 246
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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. Number one, it means our transaction costs are less, which based on your career, you know exactly.

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Satyam Scam – The Story of India’s Biggest Corporate Fraud!

Trade Brains

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. Satyam soon went on to cross the $2billion mark in 2008. 544 in 2008. This was what happened with Satyam Computer Services. 7000 crores.

Banking 131
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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

00:11:32 [Speaker Changed] Yeah, it, it happened because of another crisis In 2008, the, the great financial crisis ING had had gotten overexposed in, in, in mortgages and had to take a loan from the Dutch state to shore up their tier one capital ratios. So 2008, you know, as you remember, Barry fourth quarter was chaotic.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Back in 2008, CFP® professional Jeff Rose set out with one intention: create the best financial planner blog in the world. Peter Lazaroff. Guess what?

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 162
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Transcript: Antti Ilmanen

The Big Picture

But it was — on the other hand, it was just a great place, well, first to try it but the second thing is when 2008 came along, it was one of the few places that we’re making money. And then, most importantly, I do love his ethical antenna and his kind of truth-telling obsession that he has. RITHOLTZ: Just not a great fit.