Remove 2020 Remove Ethics Remove Retirement
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The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin

NAIFA Advisor Today

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. McGlothlin served on the Society of FSP National Executive Committee from 2018 to 2021 and was National President in 2020-2021. Leadership Award. FSP established the Kenneth Black Jr.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

00:05:36 [Speaker Changed] And I just wanna emphasize, we’re not talking the beginning of the pandemic in 2020. 00:08:57 [Speaker Changed] Well, in 2003, ING acquired Aetna’s financial businesses, and that was the life insurance, retirement and asset management businesses. He was never going to retire.

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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

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson.

CFP
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Bridgewater’s Dalio Gets Billions To Retire

Validea

Ray Dalio, multibillionaire and founder of Bridgewater Associates—the largest hedge fund in the world—retired in October of last year to great fanfare, with much lauding from his and his firm about the transition. In one instance, Eileen Murray sued Bridgwater for discrimination in 2020 (the case was settled out of court).

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Don't get an "F" on FBAR

Brown Advisory

As such, even the most ethical taxpayers may feel anxiety about these reports, since they may end up being punished despite the best intentions. In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s.

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We’ve Been Featured In The Investments & Wealth Monitor!

Indigo Marketing Agency

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

He also hosts the Stay Wealthy Retirement Show , which has been ranked on Forbes Top 10 Retirement Podcasts. 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. Learn more about Grace on LinkedIn.