BlueMind

MARCH 10, 2022

Related Read: Reducing Compliance Risk with Technology. E-Signature Improves Efficiency In the financial advisory business, one of the most toiling and monotonous tasks for you is managing paperwork. E-Docs Ensures Compliance and Increased Security Following regulatory compliance is an extremely important matter for you as an advisor.

Compliance 52

Compliance Electronics Financial Advisor Clients 52

Carson Wealth

NOVEMBER 13, 2023

The third quarter’s blockbuster productivity data follows a hot number from the prior quarter, when productivity rose 3.5% (annualized). Higher wages can result from higher productivity in any number of ways, including businesses introducing more machines or organizing work more efficiently. Since 2020, productivity has averaged a 1.4%

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

MARCH 20, 2023

The three banks that went under last week are two crypto-heavy institutions and Silicon Valley Bank, which loaned money to tech and startups. banks are in solid financial shape. A high number indicates worry is increasing about a bank’s solvency. By no means are these traditional banks, and many other larger U.S.

Banking 52

Banking Marketing Marketing Compliance 52

The Big Picture

MAY 23, 2023

RITHOLTZ: And — and to — for a little context, maybe for some of the audience in America who may not be that familiar with Man Group, this isn’t like a startup. My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And it is slightly surreal. And technology on.

Clients 157

Clients Management Engineering Investing 157

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. But I had some really good, strong women in my life. RITHOLTZ: Really?

Compliance 157

Compliance Clients Wealth Management Management 157

The Big Picture

MAY 16, 2023

Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. He goes, Hey, uh, “Hey, it’s Howard. ” I do the pitch.

Media 284

Media Investing Investments Valuation 284