NAIFA Advisor Today

FEBRUARY 6, 2025

McGlothlin served on the Society of FSP National Executive Committee from 2018 to 2021 and was National President in 2020-2021. He has demonstrated his personal commitment as a lifelong learner and educator and ethical professional. The team has achieved a remarkable 300% growth over six years. NAIFA and FSP merged in January 2024.

Ethics 138

Ethics Retirement Planning Education CFP 138

NAIFA Advisor Today

FEBRUARY 23, 2023

NAIFA and the National African American Insurance Association (NAAIA) As NAAIA is a NAIFA advocacy partner , NAIFA members can be proud of the progress of insurance and financial services companies with improved diversity, equity, and inclusion (DEI) efforts.

Ethics 52

Ethics Insurance Financial Services Financial Advisor 52

Aleph

SEPTEMBER 9, 2024

” Update: NYC’s Largest Cab Insurer Ordered to Explore Sale After Losses Now for my graphs and efforts: I downloaded the Statutory Statements for 2023, 2018, and 2013. But from 2014-2018, they dropped that rate to 60.7%. Looking at the graph immediately above, losses from prior year business doubled 2014-2018.

Insurance 59

Insurance Financial Services Consulting Ethics 59

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Brown Advisory

JULY 23, 2019

Abel and Jain, the designated successors to Buffett, were each paid $18 million in 2018. The highest paid members of Berkshire’s board of directors—those serving on the audit committee and get an extra $4,000 stipend—earned just $7,300 in 2018, compared to $300,000 or more per year at most large public companies. billion in 2018.

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

JULY 23, 2019

Abel and Jain, the designated successors to Buffett, were each paid $18 million in 2018. The highest paid members of Berkshire’s board of directors—those serving on the audit committee and get an extra $4,000 stipend—earned just $7,300 in 2018, compared to $300,000 or more per year at most large public companies. billion in 2018.

Insurance 52

Insurance Investments Investing Management 52

The Big Picture

FEBRUARY 28, 2023

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. Between, you know, the 2018 time period and 2021, the public markets experienced multiple expansion on an EV to EBITDA basis of about 11, 12 times, historically. LAYTON: Well, I think my parents had a big influence.

Clients 146

Clients Assets Investments Investing 146