The Big Picture

DECEMBER 6, 2022

First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. What’s the finance industry like in Spain? BERRUGA: It’s fundamentally different.

Clients 157

Clients Investing Investments Management 157

ClearMoney

DECEMBER 5, 2021

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. Ivory Coast defaulted in January 2011,5 when its 2010 debt/GDP was just 46%.6. This material is not a sales communication.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. Ivory Coast defaulted in January 2011,5 when its 2010 debt/GDP was just 46%.6. There is no guarantee strategies will be successful.

Government 52

Government Commission Economics Distribution 52

Sara Grillo

DECEMBER 12, 2022

With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. In 2010, he moved to Midland where he currently resides with his wife, Heather, who teaches at Midland ISD.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. NADIG: With the enormous caveat that everything you knew about financial markets — RITHOLTZ: Is no longer true. NADIG: — through all the acquisitions they were doing.

Management 273

Management Assets Portfolio Marketing 273

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59