Trade Brains

OCTOBER 23, 2022

If Adani were to repeat the saga, ATGL can expand multi-fold by piling more debt from the present levels. 19 out of those licenses are jointly owned with Indian Oil Corporation. The figure below presents the structure of Adani Total Gas Ltd. It presently owns 349 CNG stations. Its debt-to-equity ratio is only 0.41.

Planning 40

Planning Distribution Government License 40

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. It should be presented in complete and with total clarity in a plain language way that they can understand.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

ClearMoney

DECEMBER 5, 2021

Discount rate: The rate of return that determines the present value of a company’s expected future cash flows. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 14, 2021

Discount rates : The internal rate of return required such that the present value of expected future cash flows earned from a security is equivalent to its current market price. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Dimensional Japan Ltd.,

Investments 52

Investments Investing Commission Distribution 52

Good Financial Cents

AUGUST 18, 2023

The Securities and Exchange Commission states that as an accredited investor, I possess a level of sophistication that equips me to craft a riskier investment portfolio than a non-accredited investor. Examples include Series 7, Series 65, and Series 82 licenses. Regulatory bodies, such as the U.S.

Investments 52

Investments Investing Startup Portfolio 52

ClearMoney

DECEMBER 5, 2021

Discount rate: The rate of return that determines the present value of a company’s expected future cash flows. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.

Government 52

Government Commission Economics Distribution 52

Trade Brains

AUGUST 3, 2022

The Railway Ministry plans to reduce the land licensing fee from 6% to 3.5% At present levels, the stock offers a high dividend yield of over 5%. It commissions various types of projects for the railways. It is majorly owned by the Government of India. However, efforts are underway to privatize the listed PSU.

Transportation 52

Transportation Engineering Government Consulting 52

Good Financial Cents

FEBRUARY 8, 2023

When you purchase items from your favorite stores from Rakuten’s website, Rakuten splits its commission with you in the form of cash back. Moving Stuff Naturally, this opportunity only applies if you have a driver’s license and a vehicle that can be used for hauling. The platform is free to use.

Advertising 105

Advertising Sales Media Math 105

Sara Grillo

JUNE 2, 2022

On the page where the advisors are listed out, it says, “Presented by Charles Schwab.” Those are typically advisors who charge commissions, either as their sole form of compensation or in combination with AUM fees. ” Huh? Why don’t you tell us how Schwab is involved, please? Are you kidding me?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

JUNE 20, 2022

It was a major advantage that they paid a base salary; albeit not a huge one it was still supportive of him feeling a bit more comfortable that working on straight commission. It was a difficult situation and there were many instances of his safety being compromised. Terrifying. SARA GRILLO, CFA: So what would you say didn’t work.

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

Brown Advisory

JANUARY 1, 2023

Please see the end of this letter for important disclosures and a GIPS compliant presentation. Recently, Microsoft has seen the Federal Trade Commission (FTC) voice opposition to its pending $69bn acquisition of gaming company Activision Blizzard. During 2022, the Global Leaders composite net of fees was down -19.5% in absolute U.S.

Investments 52

Investments Investing Valuation Clients 52

Sara Grillo

AUGUST 26, 2024

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Trade Brains

NOVEMBER 1, 2023

In this article, we delve into the 10 Best Stocks With Over 1000% Returns during the Modi government’s tenure of June 2019 to Present – October 2023: 10 Best Stocks With Over 1000% Returns 1. The company holds a Unified License with Access Service Authorisation in Maharashtra and Goa as well as in the Internet Service Provider Category.

Government 104

Government Manufacturing Engineering License 104

Tucker Advisors

AUGUST 9, 2021

According to the Department of Labor’s (DOL) website, the identification of a fiduciary follows ERISA standards and the five-part DOL test, based on the assumption that anyone who offers investment advice for a fee, commission or other compensation, will be regarded as a fiduciary. Download Your Free Referral Marketing Guide. The client?

Financial Advisor 52

Financial Advisor License Clients Insurance 52

ClearMoney

FEBRUARY 22, 2022

9Data presented in the Growth of $100,000 example is hypothetical and assumes reinvestment of income and no transaction costs or taxes. The exhibit is presented for illustrative purposes only and is not indicative of any investment. Arnott, “Tactical Asset Allocation: Don’t Try This at Home,” Morningstar, September 20, 2021.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Sara Grillo

APRIL 10, 2023

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.

Investments 52

Investments Investing CFP License 52

Trade Brains

MAY 25, 2023

An important point to know here is that all the brokers- Full service or discount brokers are licensed and regulated in India by regulating bodies like SEBI. Overall, Kite provides an excellent experience to the users through its groundbreaking innovations presented with hassle-free usability.

Investments 98

Investments Investing Accounting Education 98

Sara Grillo

SEPTEMBER 26, 2022

If that’s the argument, but if you’re saying the CFP Board has a problem, it’s x, y and z, you don’t necessarily have to have a solution in order to be able to present that as a problem, I think that’s disingenuous type of argumentation, but seeing that you do kind of have a solution.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

JUNE 20, 2023

And so I would see how the over-the-counter desk, over-the-counter stock desk would push stocks and encourage brokers to sell them, put a lot of commission in them, to move them because some big seller was coming into the market. RITHOLTZ: At least that’s how it’s presented. RITHOLTZ: Right.

Insurance 147

Insurance Healthcare Retail Medicine 147