Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. And , you have to do the math by hand. There is an admin charge of about $49k.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

JUNE 20, 2023

I think that the asset stripping that has also occurred, pensions, for instance, are sold off, overfunded pensions get sold off and that goes into the private equity firm instead of into the company itself. Or should this be kept out of private asset allocators’ hands? How about putting more of your own skin in the game?

Insurance 144

Insurance Healthcare Retail Medicine 144

David Nelson

MARCH 6, 2023

trillion in assets under management. Do the Math! billion in assets. Vanguard CEO Tim Buckley recently pulled out of the Net Zero Managers Initiative, affirming his fiduciary duty to clients. When you look under the hood, you’re going to see a lot of familiar names Apple, Microsoft, Alphabet, on and on.

Fiduciary Duty 52

Fiduciary Duty Investing Investments Math 52