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#FA Success Ep 298: Navigating The Evolution From Broker-Dealer To RIA Platform Leadership, With Carolyn Armitage

Nerd's Eye View

billion in assets managed by over 20 affiliated independent advisor businesses. My guest on today's podcast is Carolyn Armitage. Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59
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31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Look for freelancers with a strong work ethic who provide quality results.

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Transcript: Benjamin Clymer & Jeffery Fowler, Hodinkee

The Big Picture

But there were a lot of other purveyors of watches that really were not super, super ethical folks. Cars are so much more expensive to maintain as a collectible asset, it’s remarkable. RITHOLTZ: Let’s put a little asterisk on that one, and we’ll circle back. CLYMER: That’s a good one. Storage is nothing.

Retail 167
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Sorted Weekly Tweets

Aleph

Beware assets that require investment to maintain their current value Feb 06, 2023 Crypto A trove of documents shows who controls Tether, which runs the dominant stablecoin, and the company’s weaknesses. Hint: check your bank account weekly, show bogus transactions to them quickly, and the bank will eat the loss. ” Feb 09, 2023 Bing-O!

Banking 59