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Weekend Reading For Financial Planners (September 2-3)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)

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How to Start Trading Bitcoin and Gold for Maximum Returns? 

Trade Brains

Facilitated by several advantages, they allow you to trade 24 hours a day, 7 days a week, with zero commissions and leverage up to 500:1. When deciding how much to invest in cryptocurrencies, it’s important to approach it with caution and strategic planning. How much should you invest in cryptocurrencies?

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Transcript: Joanne Bradford

The Big Picture

But yeah, I was making commission at that point in time. So when I was a salesperson at Business week, I sold more ads than anybody, and I made $2 million commission when I was 29 years old. And so we offer that plan for $2,500. Barry Ritholtz : That’s a lot of money. It was, how do you go from business week to Microsoft?

Startup 147
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The Impact of AI on Wealth Management

WiserAdvisor

AI offers automation, and this automated financial planning helps firms eliminate manual tasks like drafting emails and organizing client meet-ups. This ultimately allows financial advisors and wealth managers to focus more on the clients needs with strategic planning and personalized wealth management. Heres why: 1.

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Investment Perspectives | Liquidity & Volatility

Brown Advisory

The core portfolio can “stay the course” and follow its long-term strategic plan. In mid-December, it suspended redemptions altogether and announced a plan of liquidation of the fund, which will take a number of months.

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What is Passive Income?

Good Financial Cents

This includes wages from a job, salaries, hourly payments, commissions, and tips. Careful risk assessment and strategic planning are vital to mitigate these risks and ensure consistent income streams. What is Active Income? Active income refers to earnings that require consistent and direct effort.

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Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

The Big Picture

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. Wall Street tries to make things more complicated because it has to justify the, the sales commission and if, but things really are not so complicated.