Remove Communication Remove Ethics Remove Numbers Remove Presentation
article thumbnail

Weekend Reading For Financial Planners (April 8-9)

Nerd's Eye View

Also in industry news this week: FINRA has announced that, on the heels of its first enforcement action under the Reg BI rules, it will be ramping up its examinations of broker-dealers for potential violations (after a long period of relative leniency when firms were still determining how best to comply with the rule) A recent study from Ameriprise (..)

article thumbnail

Provide Clients with Financial Peace of Mind: Pursue a Certified Financial PlannerĀ® Certification

International College of Financial Planning

Committing to uphold the ethical guidelines and standards that govern their practice. Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients. Presenting with Panache: Your voice matters. Successfully passing the respective examination.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Weekly Market Insights ā€“ April 22, 2024

Cornerstone Financial Advisory

Weekly Market Insights: Fed And Middle East Conflict Diminish Stocks Presented by Cornerstone Financial Advisory, LLC Stocks fell for a third straight week, as Fed Chair Jerome Powell’s mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. The forecasts also are subject to revision. TSLA), Visa Inc.

article thumbnail

2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to oneā€™s fellow man. berkshirehathaway.com and the book Poor Charlieā€™s Almanack, a collection of speeches and presentations by Munger. annualized compared with 6.9%

article thumbnail

2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to oneā€™s fellow man. berkshirehathaway.com and the book Poor Charlieā€™s Almanack, a collection of speeches and presentations by Munger. annualized compared with 6.9%

article thumbnail

2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Readers seeking to know more about Buffett, Munger or Berkshireā€™s approach are encouraged to study Berkshireā€™s Ownerā€™s Manual and Buffettā€™s many annual letters to shareholders, available at www.berkshirehathaway.com ; the book Poor Charlieā€™s Almanack , a collection of speeches and presentations by Munger; and the CNBC Buffett Archive.

article thumbnail

2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Readers seeking to know more about Buffett, Munger or Berkshireā€™s approach are encouraged to study Berkshireā€™s Ownerā€™s Manual and Buffettā€™s many annual letters to shareholders, available at www.berkshirehathaway.com ; the book Poor Charlieā€™s Almanack , a collection of speeches and presentations by Munger; and the CNBC Buffett Archive.