Wealth Management

JULY 25, 2025

The firm specializes in serving employees of the Florida Retirement System, including educators, healthcare workers and municipal employees. Oestreicher is joined by advisors Nicholas Brown and Travis Rich, and executive assistant Daniel Erazo. Oestreicher said he selected Osaic for its culture, technology and scale.

Recruitment 155

Recruitment Estate Planning Wealth Management Clients 155

Investing Caffeine

MAY 1, 2025

sell more ads, subscriptions, newspapers, and magazines. The Dow bottomed shortly after the magazine was released and the market rebounded +61% in less than two years. Dot-Com Bubble: The Hottest Market Ever (2000) In March 2000, at the peak of the tech bubble, Money magazine ran a cover story: How to Invest in the Hottest Market Ever.

Media 52

Media Economy Investing Investments 52

The Big Picture

JANUARY 21, 2025

He also worked as director of financial Education at, at Citigroup. You, you grow up in, in London, you graduate Cambridge and you start at Euro Money Magazine in, in London. 00:13:21 [Speaker Changed] And when I left Forbes, Jason ended up with the mutual funds beat, then he went on to Money Magazine. And it was very formulaic.

Investing 144

Investing Investments Retirement Management 144

The Better Letter

JANUARY 2, 2025

He picked Adtalem Global Education (+54 percent), Stericycle (currently subject to a tender offer at a healthy premium ), Sphere Entertainment (+19 percent), Envista Holdings (-20 percent), and Leslies (-68 percent). . Rogers, Jr., “History is on our side,” he said. “We will bury you.” trillion.

Management 106

Management Marketing Marketing Economics 106

Wealth Management

JUNE 9, 2025

He had been contributing editor for InvestmentNews where he created RPAConvergence and the RPA Roundtables & Thinktanks for senior managers at DC record keepers, aggregators, broker dealers and CIOs. Book with code: SAVE10WM and save 10%.

Wealth Management 133

Wealth Management Retirement Planning Assets 133

Wealth Management

JULY 11, 2025

We’ll now review the many changes since that time and how fiduciaries can continue to educate themselves on those differences. Our last article in January 2024 examined central banking digital currencies and how those differ from digital currencies (also known as “cryptocurrency”).

Estate Planning 199

Estate Planning Wealth Management Assets Fiduciary Duty 199

Wealth Management

JULY 17, 2025

He is among a handful of trusts & estates attorneys featured in the top tier in Chambers USA: America's Leading Lawyers for Business in the Wealth Management category, is listed in The Best Lawyers in America and is recognized as an "Illinois Super Lawyer" by Super Lawyers magazine.

Taxes 133

Taxes Estate Planning Distribution Wealth Management 133

Wealth Management

JUNE 24, 2025

The largest education hurdle we’ve had with advisors is that some of these products own underlying large cap stocks. It comes down to what individual investors or modelers are looking for, and matching expectations and intents with the right defined outcome for the needs of the portfolio.”

Marketing 181

Marketing Marketing Wealth Management Estate Planning 181

Wealth Management

JULY 18, 2025

He has read thousands of trust documents, consulted countless clients and advisors, authored numerous articles for professional publications, and conducted hundreds of educational presentations for attorneys, accountants, trust professionals, financial advisors, bankers, and clients nationwide. He received a B.A. and a Ph.D.

Estate Planning 189

Estate Planning Planning Wealth Management CFP 189

Wealth Management

JULY 23, 2025

Read the transcript About the Author Fred Barstein Founder and CEO, The Retirement Adviser University Fred Barstein is founder and CEO of The Retirement Adviser University, a collaboration with UCLA Anderson School of Management Executive Education, The Plan Sponsor University and 401kTV.

Estate Planning 165

Estate Planning Wealth Management Retirement Planning Retirement 165

Wealth Management

JULY 18, 2025

The caregiving system becomes more resilient when family members are empowered and educated. Honest assessments about availability and capacity allow for realistic role expectations. Financial preparation is equally important.

Estate Planning 133

Estate Planning Wealth Management Planning Clients 133

Wealth Management

JUNE 11, 2025

The Group seeks to foster collaboration, advocate for equity in business and educate lawmakers in Congress on the strength of women-owned businesses. For many women business owners, this group offers valuable insights and education that can change the course of their success, growth and sustainability. About the Author Patricia M.

Wealth Management 133

Wealth Management Management Estate Planning Planning 133

The Big Picture

APRIL 1, 2025

But the thing that’s so fascinating is this book about all these different government agencies and the really amazing work these people do comes out right into the doge elimination of, we’re gonna close the Department of Education, we’re gonna fire all these people, whether we have the authority to or not. You know, that.

Government 255

Government Media Engineering Investments 255

Integrity Financial Planning

NOVEMBER 3, 2023

In this digital age, shifting our attention back to the tangible world of magazines might seem like a step back, but there’s a certain charm and satisfaction in flipping through the crisp pages of a well-curated publication. 1] A Snapshot of the Times Time Magazine , aptly named, offers a snapshot of the world at a particular moment.

Retirement 96

Retirement Education Financial Planning Food 96

The Big Picture

MARCH 18, 2023

New York Times Magazine ) • Behind the Show for Man’s Best Friend Lurks a Ruthless Competition : “You get cliques, you get jealousy, you get arguments. Chronicle of Higher Education ) • What Broken Windows Theory Can Teach Us : Now The discredited policing philosophy got one thing right: It isn’t crime that makes people feel unsafe.

Banking 298

Banking Education Economics Numbers 298

The Big Picture

MAY 20, 2023

The Atavist Magazine ) • The “return to the office” won’t save the office : The so-called “return to the office” has been underway for a while now, and it’s a bit of a mess. And in 1905, Captain Johnson ran it aground just outside St. So despite what you’re hearing from some bosses, things will likely never go back to the way they were. (

Transportation 292

Transportation Education 292

Wealth Management

JUNE 12, 2025

These institutions educate a high percentage of the ultra-wealthy, regardless of what their marketing departments’ messaging suggests. " Of course, people with that kind of disposable money enjoy an edge, whether or not they fly around to campuses in their private jet.

Wealth Management 222

Wealth Management Financial Planning Planning Financial Advisor 222

The Big Picture

JULY 4, 2023

New York Magazine ) • HBO shows are coming to Netflix. These statistics reveal a simple fact about affirmative action in higher education: it matters very little for the majority of American college students. ( Kennedy Jr. is feeding Americans’ appetite for conspiracies. ( The Atlantic ) see also Robert F. Kennedy Jr.’s

Medicine 256

Medicine Recruitment Education Consulting 256

Trade Brains

FEBRUARY 20, 2024

Best Stock Market Magazines : Investing in the stock market is quite an intimidating task. Magazines covering the Stock Market & other businesses do a good job of performing extensive research on stocks or sectors that they choose to cover. The Magazine also posts its brief on conversations with the market players and company CEOs.

Marketing 59

Marketing Marketing Startup Education 59

The Big Picture

MAY 16, 2023

Major coastal metros have been hubs of the kind of educated workers coveted most by high-powered employers and economic development officials. PC Magazine ) • This New Airline Is Raising the Bar, From First Class to Economy : Starlux has officially begun flying in the US. Now College Graduates Are Leaving, Too.

Economy 259

Economy Economics Education Government 259

The Big Picture

JANUARY 5, 2024

It was all an education for what became his favorite job, writing about all of Wall Street finance, investing and business on a daily basis. He explains how his career meandered from studying classics, teaching Greek, clerking for a Federal Judge, working on M&A at a big firm, and eventually doing derivative transactions on Wall Street.

Education 184

Education Management Investing Investments 184

NAIFA Advisor Today

FEBRUARY 8, 2023

Wheeler, CFP, CLU, ChFC, CRPC, LUTCF, CLTC, LACP , Senior Executive Partner of Totus Wealth Management and loyal NAIFA member since 1973, is featured in this month's InsuranceNewsNet magazine. I just help people make educated decisions." I don’t consider myself a salesperson.

CFP 52

CFP Wealth Management Financial Services Education 52

NAIFA Advisor Today

NOVEMBER 22, 2023

InsuranceNewsNet magazine interviewed and featured Nou for an article in the magazine. Rith Nou, a dedicated and loyal member of NAIFA since 2017, serves as a New York Life agent in Waltham, Massachusetts.

Education 52

Education Planning Insurance Clients 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. He is passionate about educating people about investing and financial planning and has been featured in The Wall Street Journal, Forbes, CNBC, and The New York Times.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Clever Girl Finance

OCTOBER 3, 2022

Broaden horizons and education. When you take your children on a trip or to an event, it's often educational and teaches them more about the world. Take a trip to the zoo (One of the most educational experience gifts for kids). Not only is it fabulous for the animal lover, but it can also be educational. Visit a farm.

Education 98

Education Budgeting Food Sales 98

Indigo Marketing Agency

JANUARY 11, 2021

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. Need Help Growing Your Business?

Investing 52

Investing Investments Education Ethics 52

Clever Girl Finance

MARCH 19, 2024

For example, you can go the old-school route by cutting out words and images from old magazines, this is my format of choice. Old magazines: You’ll use magazines to find pictures, phrases, and other visual inspirations that represent your goals. Or you can make a digital one using an online graphics tool, like Canva.

Retirement 98

Retirement Budgeting Accounting Planning 98

The Irrelevant Investor

AUGUST 17, 2015

The Securities and Exchange Commission gave up on its campaign to regulate a sector that was now too small to bother with, and in 1977 Institutional Investor magazine ran an article asking where all the hedge funds had gone. As late as 1984, a survey by a firm called Tremont Partners identified only 68 of them."

Commission 52

Commission Risk Management Education Management 52

Clever Girl Finance

JUNE 27, 2023

Online educator 12. Administrative associate Work-from-home administrative assistants are becoming a norm in various industries, including real estate, healthcare, tech, and education. Digital Editor Publications like newspapers and magazines have editors. Online educator There are many ways to land jobs as an online educator.

Certification 98

Certification Recruitment Media Engineering 98

eMoney Advisor

JUNE 8, 2023

“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. LGBT Identification Steady at 7.2%,” February 22, 2023.

CFP 85

CFP Financial Planning Clients Financial Planner 85

FMG

NOVEMBER 8, 2022

Be A Video Star via Financial Advisor Magazine. Susan Theder caught up with Financial Advisor Magazine to discuss why video works for advisors, the tools you need to use and much more. You’re selling, not educating. 4 Video Marketing Ideas for Financial Advisors via Advisorpedia. You’re outsourcing content production.

Media 52

Media Financial Advisor Financial Services Education 52

Steve Sanduski

DECEMBER 19, 2023

In a Nutshell: Taylor Swift is Time Magazine’s 2023 Person of the Year , in no small part, because people are craving experiences right now. Examples of wine tasting themes that are fun and educational. Guest: Rian Hill, a sales rep for Left Bank Wine + Spirits in Wisconsin.

Planning 52

Planning Food Clients Education 52

Clever Girl Finance

AUGUST 21, 2022

To this day, that is the purpose of Kirkus Reviews magazine. Other websites like Amazon also use the magazine for reviews as well. The American Library Association has published Booklist as a book-review magazine for more than 100 years. Booklist Online is the web version of the Booklist print magazine.

Media 52

Media Education Clients Advertising 52

The Richer Geek

MARCH 23, 2022

When he is not fighting for clients or raising money for a good cause, he is focused on skills enrichment – often attending continuing education “just to brush up.”

Insurance 52

Insurance Assets Insurance Coverage License 52

The Richer Geek

DECEMBER 1, 2021

Chad is passionate about financial education and believes that with the right tools and resources, people can be empowered to make smart money decisions. Before founding Pacific Capital, he spent 9 years at Merrill Lynch, where he ranked in the top 2% of over 16,000 Financial Advisors nationally.

Financial Advisor 52

Financial Advisor Retirement Planning Government Retirement 52

Investing Caffeine

MARCH 1, 2022

If you were the chief executive of a newspaper, television, or magazine company, what headline stories would you run to generate the most viewers and readers? Which subjects will you choose to make me impulsively grab a magazine in the grocery line, keep me glued to the television news, or suck me in to click-bait advertisements on the web?

Economics 59

Economics Accounting Advertising CFP 59

Your Richest Life

JULY 2, 2024

I hoped to empower and educate my clients, and show them that their dreams were possible. Receiving the InvestmentNews’ 40 Under 40 award, the Investopedia Top 100 Financial Planner distinction for three years in a row, and the D Magazine Best Financial Planners in Dallas award for 9 years in a row.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59