Fortune Financial

APRIL 28, 2022

During our recent trip to Brazil, my wife and I visited the Sitio Eliza coffee plantation in Mandaguari, a rural city in the Brazilian state of Parana. While touring the plantation, I had the privilege of spending a good deal of time talking about the coffee business with the plantation’s owner, Jose Carlos Rosseto, who is the third generation in his family to manage the plantation.

Portfolio 52

Portfolio Risk Management Economics Financial Advisor 52

Advisor Websites

APRIL 28, 2022

If you are a financial advisor looking to attract more business, there are several strategies that you can adopt to help you stand out above your competitors.

Financial Advisor 52

Financial Advisor Financial Advising 52

Inside Information

APRIL 28, 2022

I’m beginning to think the term ‘compliance’ ought to be repurposed. To simply ‘comply’ with legal and regulatory guidelines is not exactly a lofty standard, yet that’s the term that broker-dealers and wirehouse firms have adopted, and it seems to be the term preferred by the our regulatory friends over at the SEC. Maybe you see something different, but from where I sit, there is no actual encouragement from federal regulators to go beyond (somewhat grudging) compliance and embrace highe

Compliance 40

Compliance Fiduciary Duty Investment Advisor Financial Services 40

Aleph

APRIL 28, 2022

Photo Credits: Jen and www.david baxendale.com with help from pinetools || The casino is exciting. The scale is honest and unrelenting. I want to give an update to one of the major concepts of Ben Graham, in order to make it fit the modern era better. Ben Graham said: “In the short run, the market is a voting machine but in the long run, it is a weighing machine.

Banking 52

Banking Economy Marketing Marketing 52

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